The book and research by Dan Ariely, Predictably Irrational explains the hidden forces that drive how we make decisions. While these decisions are often far less rational than we think, once we know more about them they can help us stay on top of our finances, interact better with others and live happier lives. Through this self-study program and discussion […]
Course Open for Enrollment: Certified Military Housing Specialist Program This course helps housing professionals make sense of the military language, rank and pay system, delivering the tools and knowledge necessary to provide prompt and competitive service to military borrowers in a timely and competitive manner, especially in a fast-paced market. It also includes advice regarding foreclosure prevention, with tips that […]
Fundamentals of Mutual Funds A solid understanding of mutual funds assists service members in navigating available investment options. This webinar overviews mutual fund fees, taxes, performance, and special considerations essential to make informed investing decisions. Learn about the pros and cons of mutual fund characteristics, types of mutual funds, and how they differ from a stock or exchange-traded fund (ETF) […]
Empowering Financial Wellness: Women and Money Kathryn Tuggle, chief content officer and editor-in-chief at HerMoney and co-author of the book "How to Money," gives a presentation on empowering women to achieve financial wellness. During the webinar, she’ll explore topics aimed at narrowing the financial literacy and confidence gap for women, such as how to establish healthy financial habits, how to […]
Applying Behavioral Finance into your Practice | Financial Behavior Keynote Group Many advisors have heard of behavioral finance but don’t know how to apply these concepts to your business. Dr. Carlson will teach behavioral finance in a way that can be applied to any practice, large or small. You will learn how small changes can lead to positive effects on […]