In this presentation, Envestnet | MoneyGuide Account Manager Andre Garvin demonstrates how MyBlocks help to deepen the investors relationship with their advisor, counselor or coach through behavioral nudges to influence and encourage the “right” course of action. MyBlocks is the future of planning which offers hyper-customization of the financial planning experience and involves a more modular experience to allow customers to engage […]

Presenters from CFPB offices will provide resources for protecting your finances  during the coronavirus pandemic. CFPB staff will also share downloadable educational resources for practitioners and consumers.  Presenters from the following CFPB offices will present: Office of Financial Education, Office of Servicemembers Affairs, Office for Older Americans, the Section Students and Young Consumers, and the Office of Community Affairs. Presenter: […]

This session is intended for all consumers.  Millions of American workers have been furloughed within the past month. If you are experiencing full or partial loss of work hours and pay, this webinar is designed to help you navigate this time of uncertainty. Learn more about the types of furloughs, their benefits and disadvantages, and eligibility for unemployment benefits on […]

Providing care for an aging parent can exact a high emotional toll on families. Aging adults’ needs can also be costly. Join us as we explore the expected and unexpected financial costs that come with caring for an aging parent. This webinar will touch on resources available to those who are serving in caregiving roles and offer tools and ways […]

32nd Annual Personal Finance Seminar for Professionals Financially Successful Aging: A Practitioner's Seminar to Later Life Financial Well-Being The Personal Finance Seminar for Professionals is designed for personal finance professionals from public, private, and not-for-profit organizations, including all branches of the military. Participants learn about today's most critical financial issues and how to turn information into consumer knowledge and action. […]

As we all navigate the uncertainties of COVID-19 and the inevitable economic fallout, our clients are going to need our support and guidance. Join Lisa Kirchenbauer, CFP®, RLP®, CeFT® as she helps us practitioners understand what clients really need to hear right now, and how we can prepare ourselves to be better guides in helping clients address their concerns and […]

Financial insecurity is at the forefront of the COVID-19 crisis, affecting nearly all Americans. However, while we are all in the same storm, the reality is that we are not all in the same boat. This pandemic is bringing to light, now more than ever, race and gender inequalities that keep Americans from being financially secure. With a panel of […]

Do you know the signs of elder abuse? This interactive webinar will discuss the different types of elder abuse, the signs of abuse, and what to do if one has concerns or suspects abuse. Participants will have the opportunity to contribute via activities designed to help attendees understand the difference between what is considered abuse and what would not be […]