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, […]

Social Security Benefits in 2023 According to the Social Security Administration (SSA) approximately 70 million Americans will see an 8.7% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2023. On average, Social Security benefits will increase by more than $140 per month starting in January.

Member Meetup: How do you share your value? The Accredited Financial Counselor designation is not yet a household name, but you can help the world understand the important work AFCs do. During the March Member Meet-up, we will discuss how you can share your value; not only with potential clients but with other professionals as well. Having short, medium, and longer descriptions […]

Estate planning basics are continued in this webinar, exploring the use of trusts in an estate plan, income taxation of trusts, and planning for the federal estate tax.  Foundational concepts will be reviewed briefly to bring attendees up to speed.

Practitioners Unite! Coffee Chat - Technology Tips This week we are coming together for casual conversation and community. Our conversation prompts will center around different ways we use technology to advance our mission & message. How have you adapted to current times using tech? What are your favorite resources? Think about what you use for: scheduling, meeting platforms, content creation, […]

Helping Clients Overcome Money Anxiety Ryan Law, CFP® and AFC®, is the Director of the Utah Valley University (UVU) Money Success Center. An award-winning educator, teaching financial counseling courses as part of the Personal Financial Planning Program at UVU, Ryan is also the author of the book “Student Loan Planning” and co-editor of the book “Financial Counseling.”  Money consistently tops the list of […]

This event has been cancelled. Financial Literacy resources are everywhere.  However, if we want to promote overall Financial Wellness, we need to provide people with not just financial education but the tools to implement this knowledge.  That is where FinTech comes into play.  By combining Financial Literacy and Financial Technology, we can impact more people and get them on their […]

Although it’s easy to put people in boxes and label them, we are much more complex than that. Very few people are consistent in their behaviors. When people place their statements in the Sometimes pile, it can be very informative. Here are the questions to ask to determine if their inconsistent behaviors are helping successfully helping them reach their goals […]

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 […]