Elementor #26328

The Psychology of Money explores how money moves around in an economy and how personal biases and the emotional factor play an important role in our financial decisions, as well as how to think more rationally and make better decisions when it comes to money. Financial professionals gain knowledge on…

Military service providers frequently see concerns such as high credit card balances, multiple loans, and the stress associated with significant debt levels. Those in debt often feel overwhelmed and unsure of where to start. PowerPay, a free tool developed by Utah State University Extension, is available to service members, their…

Empathy-driven pro bono financial planning transforms underserved communities by providing more than financial advice. Advisors who integrate empathy deliver personalized support that addresses clients' emotional needs, building trust and fostering open communication. Serving pro bono clients with empathy ensures they receive both financial guidance and emotional support, which is crucial…

Get your questions answered! If you have any questions for our presenter, please email them to oneoppersonalfinance@gmail.com by Tuesday, January 21, 2025. Learn the answers to your questions during the live webinar on Tuesday, February 11, 2025. About This Webinar Whether stationed domestically or overseas, or serving on active duty…

Working with clients who receive U.S. tax documents is a common scenario for many financial professionals. This webinar, led by Maggie Klokkenga, CFP®️, AFC®️, CPA, will equip you with the tools to guide clients on what tax forms they should expect, when they’ll receive them, and how to manage them…

The ethics of care emphasizes compassion, empathy, and respect in client interactions, crucial for building trust and clear communication. Providers must often engage not only with clients but also with caregivers and supports, especially in long-term care for individuals with disabilities. Balancing empathetic care with professional boundaries is essential, yet…