The Financial Health Institute defines Financial Health as "The dynamic relationship of one's financial and economic resources as they are applied to or impact the state of physical, mental, and social well being." Financial Therapy is making headway in the field of financial counseling. It helps our clients discover the root cause of their financial struggles so that we do […]

The client intake process is an integral part of the client/counselor relationship. In this stage, the counselor collects data to get a better understanding of the clients current financial state in order to guide their counseling sessions. Every counselor has a different way to onboard their clients. Join us on Tuesday, March 8th at noon ET for an opportunity to connect […]

The client intake process is an integral part of the client/counselor relationship. In this stage, the counselor collects data to get a better understanding of the clients current financial state in order to guide their counseling sessions. Every counselor has a different way to onboard their clients. Join us on Tuesday, March 8th at 3pm ET for an opportunity to connect with […]

Heath Carelock, AFC®, will discuss the next focal area in the trauma-sensitive financial counseling series: clients who encounter collective or group-affiliated trauma and the techniques and resources to restore financial capability. Attendees will discover community-specific practices that advance client financial self-efficacy and financial stability among refugee and asylum seekers, natural disaster victims, LGBTQ+ community members, wounded military veterans, and matriculated […]

Questions about the Military Spouse Fellowship? Wondering if it's the right fit for you? Join us for a free information session! We'll discuss what to expect from the program, top tips for applying, and answer all of your questions! Presenter: Heather Baker

The Federal Retirement System (FERS) is a three-tiered retirement plan consisting of Social Security, basic FERS annuity and the Thrift Savings Plan. Understanding FERS is vital to anyone working with federal employees.  This webinar will explain key topics such as the retirement planning process, maximizing and calculating an employee's annuity, and the Social Security implications. Presenter: Sabrina Cobb, AFC®

In this webinar, experts from the Consumer Financial Protection Bureau (CFPB) provide important information for Personal Financial Managers (PFMs) on Buy Now, Pay Later (BNPL) services. As Buy Now, Pay Later services become more common with online and in-store shopping, it is important for service members and their families to understand the product and how service member consumer protections apply. […]

Small businesses are crucial to the nation’s economy and are the backbone of the local communities in which they are established. They employ almost half of U.S. workers and are essential sources of employment and wealth-building, particularly for minority communities. The pandemic has devastated many of these businesses, forcing hundreds of thousands to shut down. Despite providing so many economic […]

During the training we will cover: • How the VA works with Veterans and the programs they offer. • How to connect Veterans with a Regional VA office. • Working with Veterans who are diagnosed with TBI or PTS and how to tailor your approach when assisting them with their finances. Guest Speakers Veterans Health Administration, Lorn Gingrich Veterans Benefits […]

Have you ever felt like you needed the skills of a therapist but were not trained as one? An essential aspect of being a financial professional is working with the humanness of our clients. Dealing with the human side of people can be difficult and messy and may leave you feeling like you are a therapist when you do not […]