Have you considered starting a nonprofit to reach more individuals and communities in need of personal finance education and counseling? Join us on Tuesday, August 3rd for an introduction to the world of Nonprofits! From defining your mission, setting up your structure, understanding funding strategies and day to day operations, come learn the ins and outs from experts in the […]

The transition from military to civilian life can be challenging in many of ways, especially financially. In this webinar, the Department of Defense Office of Financial Readiness and the Military to Civilian Transition Office will conduct a train-the-trainer session on using the department’s Financial Planning for Transition curriculum. Presenters will introduce participants to a variety of strategies, tools, and benefits […]

Join Theresa Busher and Kelly Draggoo, Social Security Public Affairs Specialists, for a review of the spousal and survivor benefit eligibility rules. This presentation will explain who qualifies and how, and when/why the benefits are reduced. We will also answer questions about whether ex-spouses can qualify for spousal and survivor benefits and what effect re-marriage can have.  In addition, we […]

Every Financial Counselor and Coach has developed best practices for working with their clients and managing their business. From gathering client information, to choosing the best technology and software, and everything in between, this is not something that can be figured out overnight. Join us on Thursday, August 26th at noon ET to meet other professionals and share trade secrets. […]

Insurance plays an important role in our financial lives. Join us for this informative session where we will learn about the following types of insurance: auto, life, renter's, health, and disability.