Client Communication & Counseling Texas Tech University School of Financial Planning Using self-discovery, this course will explore and apply theory, counseling fundamentals, and communication techniques for effective interactive client communication in financial planning and counseling. Addresses personal relationships with money, including emotions, beliefs, and behaviors.
Retirement Benefit Basics: The DoD Survivor Benefit Plan Planning ahead for the care of loved ones in the event of death can be a daunting task for retiring service members and their families, but it is important to understand available benefits in order to make informed decisions. Be prepared to educate your clients by furthering your understanding of the DoD […]
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 […]
During this Member Meet-up, you'll learn the basics of how to use Canva to promote your brand. Canva is a free-to-use online graphic design tool and app. Use it to create social media posts, presentations, posters, videos, logos, and more. This webinar will utilize the Canva app, so download it beforehand by heading to your app store! Presenter: Brianna Then, […]
This webinar will discuss the rights consumers have that enable them to effectively monitor, manage, and improve their financial well-being. Through CFPB’s Financial Education Exchange (FinEx), the CFPB offers free publications, tools, and resources to help you work with people in your community who need help understanding their rights and responsibilities with respect to their personal finances and their financial […]
During this Practitioner's Unite! session, we will discuss the documentary Get Smart With Money. What were the positives? What was the documentary missing? How could it be improved? Get Smart With Money is a Netflix documentary where financial advisers share their simple tips on spending less and saving more with people looking to take control of their funds and achieve […]
How can you lower student loan payments? Which forgiveness plan is right for your clients? Join us as Tricia Kollath, a Certified Student Loan Professional and CFP®️, presents several of the new changes to Federal student loans in 2023. This will also cover the new Income-Driven repayment plan coming out in July 2023. What are the pros and cons to […]
2023 Tax Updates: What Service Providers Need to Know Learn about the recent tax changes that are likely to impact military finances. Due to many of the expanded benefits of 2021 expiring, the 2022 tax laws look more like 2020 tax rules. For example, a family that received a refund of $12,000+ in 2021 from the expanded tax credits may […]
Although we say money is the major cause of conflict within a relationship, that’s not true. Money, itself, is a neutral commodity. Conflicts are driven by the associations each person has with money. If they are unaware of their own and their partner’s motivations and needs related to money, they will not be able to resolve the issues.
Remember that subscription from the app store you had to have, used once and still pay for monthly? How many of those subscriptions do you have and never cancelled because it seems like too much work for just $3.99 per month. But what if you have two or more of those subscriptions and continue to pay for those for years? […]
Communication: Seek First to Understand | Financial Behavior Keynote Group To truly connect and build trust, financial planning clients need to feel that they are both heard and understood by their financial planner. In order to accomplish this goal, financial planners need to understand their own attitudes, values, and biases and learn the art of listening well. In this presentation, […]