2023 Personal Finance Year in Review The ninth annual OneOp Personal Finance Year in Review webinar summarizes legislation and events that have impacted military personal finances during 2023 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 2023, financial events with military-specific implications, and preview announced […]

Practitioners Unite! Networking Coffee Chat Join us on Tuesday, December 12th at 1 pm for a virtual networking coffee chat event! Connect with other financial professionals from various industries, exchange ideas, and expand your network—all from the comfort of your home. Engage in meaningful conversations, discover new opportunities, and build valuable connections in a relaxed and inviting atmosphere. Grab your […]

Helping Clients Overcome Financial Self-Sabotage Most approaches to budgeting leave people feeling frustrated and deprived which is understandable since they rely on philosophies that run counter to the psychology of human motivation. Not surprisingly, fewer than 30% of households keep a regular budget, and millions are sabotaging their long-term goals as a result. This presentation introduces a new way to […]

Who Is Your Client? Uncovering The Characteristics That Impact Finances As financial counselors, we frequently emphasize the educational aspect of estate planning. Incorporating emotional intelligence into our approach allows us to offer practical solutions and insights to our clients. Join us for a presentation on emotional intelligence and how it can be integrated into your discussions on estate planning through […]

Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events Pro bono financial planning often requires serving clients who are facing life-disrupting events. During these engagements, advisors must walk with their clients for a short interval of time to help them navigate their journey from the way life used to […]

Wanna be an AFC? December Webinar 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!

Education Office Hours for AFC® Candidates and Essentials Course Students Do you have questions from AFCPE professional development courses or the AFC® online self-study guide? At AFCPE’s Education Office Hours, you can get an answer from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content and would like individual support. For the best […]