The eighth annual OneOp Personal Finance Year in Review webinar describes legislation and events that have impacted military personal finances during 2022 and trends that will continue to impact finances in the years ahead. Explore the results of noteworthy personal finance research studies that were published in 2022, military-specific financial events, and a preview of announced changes related to income, […]
Practitioners Unite: Sharing Our Symposium Experiences & Takeaways Come share your Symposium experiences. We’ll talk about everything from our favorite presentations and top takeaways. You’re sure to leave with new things to consider and a list of must-watch recorded presentations. The conversation will be led by Meghan McInnes, AFC® This event will not be recorded.
Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you? Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!
Helping Clients Prepare for Tax Season Tax season can be tough for both counselors and clients. This webinar will focus on how you can help your clients prepare for tax season, including the questions you will want to ask your clients before meeting, the documentation clients will need to gather, and filing options for different income levels. In addition, we’ll […]