Predictably Irrational Book Study Hosted by Andi Wrenn Join us for a six (6) week opportunity to apply what we learn in reading this book and applying it to working with clients in personal finance. Helping clients with everyday financial decisions, savings on autopilot, planning for purchases and investment decisions. The book and research by Dan Ariely, Predictably Irrational explains […]
Military Home Buying Basics and VA Loans Service providers equip military families with the knowledge they need for transitions, including exploring the pathways to home ownership. Service members need the education and planning assistance essential to make informed decisions in the ever changing housing market. Prepare to support Service members as they consider their housing options by attending this webinar. […]
Member Meet-up: July Member Meet Up: Meeting Neurodiverse Client Needs in the Office and in Conference Presentations Join us on Tuesday, July 11th at 12pm ET as Kate Mieletz, PhD, AFC & Christine Hargrove show us how to meet the needs of neurodiverse clients in the office and in presentations. This session will cover: Meeting the needs of clients in […]
Synthetic ID Theft: What every advocate should know Identity theft and fraud are not new, but synthetic ID theft—or “Frankenstein fraud”—where thieves piece together information from different people to create a new identity, is the fastest-growing type of fraud. The Federal Trade Commission (FTC) estimates that up to 85% of identity theft today is synthetic, and this type of fraud […]