Ethical Considerations in Providing Financial Counseling to Clients with Disabilities

Wyndham Orlando Resort 8001 International Dr, Orlando, FL

The Americans with Disabilities Act (ADA) is the preeminent civil rights legislation that specifically provides protection to people with disabilities. The proper goals of the ADA are to assure equality of opportunity, full participation, independent living, and economic self-sufficiency for people with disabilities. This session will highlight key components of the ADA such as an individual’s right in disclosing their […]

Intentional Design and Successful Programs – HEFWA

Wyndham Orlando Resort 8001 International Dr, Orlando, FL

Financial literacy and well-being efforts are often born out of passion, developed quickly, and deployed with an optimistic view of what lies ahead. This activation method of programming is encouraging and reflects the passion and urgency of what we as practitioners are trying to accomplish. Regrettably, the data has shown that most financial literacy and well-being efforts fail to produce […]

Understanding Net Worth

Webinar / Online Meeting Online Meeting

Many people don’t understand the concept of net worth and how to calculate their own. During this AFCPE CEU approved session you’ll gain a greater understanding of net worth, how to calculate your own, and tips to increase your personal net worth.

Overcoming Barriers to Housing and Credit

Webinar / Online Meeting Online Meeting

This virtual event will cover: An examination of the barriers to safe, affordable, and accessible housing for older Americans, disabled consumers, and renters A look at the structural barriers and biases that impede access to affordable credit and financial services A discussion on how persistent barriers to housing and access to essential financial services are impacting certain communities Solutions, such […]