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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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1 event,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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Helping Homeowners Avoid Foreclosure Join Consumer Action on Tuesday, Feb. 6, for our virtual train-the-trainer "Helping Homeowners Avoid Foreclosure." The webinar panel of speakers will include Andrea Bopp Stark, senior attorney with the National Consumer Law Center (NCLC) and Stacey Tutt, Homeowner Assistance Fund coordinator and senior staff attorney with the National Housing Law Project (NHLP). This train-the-trainer will cover […]
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Member Meetup: The Philosophical Paradigms and Behavioral Profiles in Financial Counseling—Understanding Advisor Impact Join us on February 6th at 12pm ET with Shawn Shahpari, AFC. We will delve into the diverse philosophical perspectives within financial counseling, discuss how advisors' beliefs shape their interactions with clients, and then introduce the DISC analysis to illustrate how different personality profiles influence advisory styles. |
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The ABCs of Disability Benefits: Your Guide to SSDI & SSI in 2024 What happens when you’re not able to work for an extended period of time due to a medical condition? What about a child dealing with an issue that impairs her/his day-to-day function? Social Security may be able to help! The Social Security Administration oversees two disability-centric initiatives: […] |
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Finance in Full Color: Effectively serving diverse communities This event was rescheduled for 2/22: Register here! How can you tailor educational materials to be inclusive? This webinar aims to provide actionable tips for fostering diversity, equity, and inclusion in financial counseling. With presenter Markia Brown, AFC®️, and special guest Rahkim Sabree, AFC®️ at the helm, the session delves deep into […] |
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Practitioners Unite! 5 Sectors of Professional Connections Join us on Tuesday, February 13th at 12 pm ET for a virtual networking coffee chat! These sessions are made successful by your ideas and interaction, so come ready to chat! This month will discuss professional connections within the 5 Sectors: Business, Education, Government, Nonprofit, and faith-based from the Five Sector Strategy framework. […]
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Cracking the Code: Unraveling the Psychology Behind Employee Apathy in Employer Financial Wellness Programs This presentation delves into the evidence-based understanding of why employees often fail to engage with financial wellness programs. Financial planners and coaches will benefit from a comprehensive exploration of the psychological barriers backed by research and practical experience. We will dissect the root causes of employee […]
$49
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The Current State of Federal Student Loan Repayment The SAVE federal student loan repayment plan is set to take effect in the summer of 2024. Are you prepared? Additionally, we'll delve into the conclusion of PAYE and the expiration of the double consolidation loophole in 2025. With significant changes on the horizon in the realm of student loan repayment, our […] |
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Supporting Military Families in the Artificial Intelligence Era Artificial Intelligence (AI) can provide valuable assistance to family service providers in various ways, enhancing their ability to offer support and improve outcomes for their clients. Explore AI as a tool for family service providers to increase efficiencies, creativity and engagement in their work with military families. While AI can offer opportunities […] |
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Navigating Finances with Valor: Financial Planning Insights for Military Clients This webinar is Part 2 of FFP’s series on Pro Bono Financial Planning for Military Personnel, Veterans, and Families. In this presentation, Brandy Baxter, AFC®, FFC®, United States Airforce Veteran, will build upon Dick Power, CFP®’s January 18th Presentation about the unique financial circumstances that service members, veterans, and their […]
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Wanna be an AFC®? February 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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Finance in Full Color: Effectively serving diverse communities How can you tailor educational materials to be inclusive? This webinar aims to provide actionable tips for fostering diversity, equity, and inclusion in financial counseling. With presenter Markia Brown, AFC®️, and special guest Rahkim Sabree, AFC®️ at the helm, the session delves deep into the relevance of culturally sensitive practices, focusing on […] |
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A Financial Professional’s Guide to the Student Loan SAVE Plan In this class, financial professionals learn about the Saving on a Valuable Education (SAVE) Plan—the most affordable student loan repayment plan ever created for most borrowers. Learn how it can significantly lower monthly payments, provide generous interest subsidies, and simplify the complexities of student loan repayment. With a focus on […]
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Understanding the Financial Needs & Trauma of Your Customers Banks that understand their customers’ unique needs, goals and challenges are well positioned to provide them with tailored solutions that improve their financial health. Financial empathy enables financial institutions to provide products and services that help customers and communities overcome financial trauma, distress, and abuse. Led by ABA Foundation and the Black […]
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Navigating Goal Congruence with Couples This one-hour course focuses on helping advisors understand how to navigate working with couples when there is goal incongruence. Being on the same page with goals is crucial for the financial success of the couples. By learning the three areas of goal interdependence, advisors will know how to assess incongruence, support, and navigate conflict.
$49
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3 events,Credit as an Asset: Small Business On Demand Available March 1, 2023 - March 1, 2024 Credit as an Asset: Small Business On Demand builds on the learning in CBA’s signature Credit as an Asset course for practitioners to focus on entrepreneurs' credit needs and challenges. Learn the key differences between personal and business credit reports and scores, how credit […] Credit as an Asset On Demand Available March 1, 2023 - March 1, 2024 Credit as an Asset On Demand provides Credit Builders Alliance’s signature credit-building training in a self-paced format for the very first time. This training is designed to help nonprofit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy while […]
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Engaging Families and Money Families can have complex financial and emotional dynamics that are difficult to navigate as a helping professional. We cover best practices around boundary setting, systemic interactions, and tools for working with complex systems.
$99
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