UMSSW’s Financial Social Work Initiative (FSWI) is launching its next online version of the Financial Social Work (FSW) Certificate Program through UMSSW’s Continuing Professional Education (CPE) Office in March 2023! It will meet an identified need for greater financial capability and empowerment knowledge on the part of social workers who practice in non-profit and other social service agencies, as well […]
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January Member Meet Up: Untangling Boundaries - Emotional Fusion and Financial Trust in Blended Families |
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The DOs and DON'Ts of moving and prepping your clients for the expense and adventure Moving. For some of us it happens more than others. And, even for those of us who have moved multiple times...there are always hiccups, things to do for the first time, and expenses that crop up (seemingly out of nowhere)! We'll talk about the DOs […] |
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January Practitioners Unite! Networking Chat: Financial Trends
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The Psychology of Money: Understanding Client’s Financial Decisions Recognition of the impact of psychology on financial decisions is ever-increasing, as is evidenced by the Certified Financial Planner (CFP®) Board’s recent decision to include components of psychology in the updated CFP® examination. This presentation will focus on behavioral finance and the impact of psychology on clients’ financial decisions, with an emphasis […] |
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Wanna be an AFC®? January Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you? Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience! |
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FPA Connect: Cybersecurity in 2024: The latest threat actor techniques and the 5 top things you need to do TODAY to protect yourself Join us to learn the latest techniques to stay one step ahead of threat actors and protect your data as well as your client data. We will cover how organizations need to adjust their strategy in order to […]
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Pro Bono Financial Planning for Military Personnel, Veterans and Families Service members, veterans, and their families face unique financial circumstances during and after military service. While benefits for active personnel - regular paydays, free healthcare, and housing allowances – are commonly recognized, the financial challenges of switching to civilian life, and no longer receiving these incentives, must also be acknowledged. […] |
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2024 Tax Updates: What Service Providers Need to Know Tax laws can undergo changes in response to economic and societal factors. Given this, service providers play a crucial role as primary sources of guidance for service members. Staying well-informed ensures adherence to the latest tax regulations and helps identify strategies for tax savings. This includes leveraging deductions, tax credits, and […] |
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