Elementor #26328

IN PERSON EVENT Earlier this year, the Pew Research Center reported that 9 in 10 Americans own a smartphone, and that it's especially common for lower-income households and households with lower formal education levels to rely on them for internet access. With the smartphones, tablets and computers we depend on…

UMSSW’s Financial Social Work Initiative (FSWI) is launching its next online version of the Financial Social Work (FSW) Certificate Program through UMSSW’s Continuing Professional Education (CPE) Office in March 2023! It will meet an identified need for greater financial capability and empowerment knowledge on the part of social workers who…

Join this practical deep dive into how financial counselors can connect with and coach new immigrants on their money related goals and behaviors. You will hear a true story from a new immigrant, learn to address new immigrants’ anxiety and lack of awareness about the US financial system, and glean insights…

Join us for a webinar designed to build on your existing client discussion techniques with advanced strategies. This session will help you further enhance your client communications and foster even stronger relationships. In this session, we'll focus on: Refining techniques for initiating financial discussions, setting the stage for open and…

You can save your clients money and aggravation if you can learn how to spot and correct common tax errors. This presentation will step you through several of the most common tax errors and show you how you can help your clients avoid them. Presenter: Paul Allen CFP® MQFP®

UMSSW’s Financial Social Work Initiative (FSWI) is launching its next online version of the Financial Social Work (FSW) Certificate Program through UMSSW’s Continuing Professional Education (CPE) Office in March 2023! It will meet an identified need for greater financial capability and empowerment knowledge on the part of social workers who…