Events

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.

What is the Military Spouse Fellowship? Free Q&A Session The FINRA Foundation Military Spouse Fellowship is a national program that offers military spouses the opportunity to earn a career-enhancing financial credential — the AFC® (Accredited Financial Counselor®) certification — while working with the military community. Learn more about this fellowship in this Q/A!

Member Meet-up: Get Found, Get Booked—How to Write SEO Website Copy That Results in More Discovery Calls A dialed-in website that converts ideal prospects — and filters out bad fits — is the single most important component of any business’s marketing strategy. In this presentation, you’ll discover how to write SEO website copy that results in more booked discovery calls […]

The Personality Paradox: Decode the HOW-WOW Personality Puzzle to Elevate Your Financial Advisory Practice Elevate your advisory skills, decode client behaviors, and revolutionize your approach for impactful client relationships in this webinar. Join me for a comprehensive session diving into emotional cues, client archetypes (HOW and WOW), and three distinctive client profiles. Learn to decode emotions, fostering stronger client connections […]

Securing Tomorrow: Navigating Social Security Retirement & Survivor Benefits Social Security retirement benefits provide financial support to individuals who have worked and contributed to the Social Security system. The amount of the retirement benefit is based on factors such as the individual’s earnings history and the age at which they choose to claim benefits. Survivor’s benefits are designed to provide […]

Helping Diverse and Multilingual Communities Avoid Consumer Fraud In recognition of National Consumer Protection Week (NCPW), held annually the first week of March to bring attention to consumer fraud education and prevention, Consumer Action is hosting a train-the-trainer webinar on March 6, 2024. The webinar will provide information and tools that can help educate and empower the ever-growing number of […]

Practitioners Unite! Connect & Create: Peer Content Review Get ready to dive into a collaborative experience where you & your AFCPE peers will exchange feedback on various content types, from your resume and websites to marketing materials, client agreements, and budgeting spreadsheets. Participants should come prepared with the content they'd like to receive feedback on and any relevant links they […]

Blue Star Careers Webinar: FINRA Foundation Military Spouse Fellowship Program The FINRA Foundation Military Spouse Fellowship program provides qualifying military spouses the opportunity to earn the AFC®️ (Accredited Financial Counselor®️) certification—while providing financial counseling and education to the military community. Blue Star Careers welcomes Valerie Richards and Heather Baker; FINRA Military Fellows. Valerie is currently the Education Programs Manager for […]

Let's Collaborate - Building a Financial Coaching Practice Feeling overwhelmed by the prospect of starting a financial coaching practice? Why go it alone when we can join forces and explore the best practices together? Let's dive into the essentials of creating a successful financial coaching practice as we share insights, exchange ideas, and explore the systems and support that can […]

What is the Military Spouse Fellowship? Free Q&A Session The FINRA Foundation Military Spouse Fellowship is a national program that offers military spouses the opportunity to earn a career-enhancing financial credential — the AFC® (Accredited Financial Counselor®) certification — while working with the military community. Learn more about this fellowship in this Q/A!

Wanna be an AFC®? March 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!

Your client gave you their tax return, now what? How can you leverage your client’s tax return for optimal financial planning?  In this session, we'll focus on two key areas: decoding a client’s 1040 for planning opportunities and reviewing common filing mistakes. Whether you're new to tax planning or seeking a refresher, this session is a great primer for identifying […]

Demo: Financial Inclusion Essentials Wondering what is covered in Financial Inclusion Essentials? This demo is for financial professionals who are looking to better serve their client's who have disabilities and their families. You will get an overview of the topics covered in this course as well as a sampling of the activities and tools provided. The meeting will end with […]

Future Proof Your Practice This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight analysis tool to identify trends that could interrupt your business. Learn how to change these disruptors into indicators that can shore up your bottom line.

Mind and Money: Connecting Mental Health and Financial Well-Being This webinar establishes the connection between financial and mental health, addressing its relevance for individuals, couples, and families. We explore how emotional well-being influences financial choices, as well as the reciprocal impact of financial decisions on emotional state. Stress, anxiety, and guilt can all impact money management and family financial readiness. […]

Military Series: Be a Transition Superstar! Helping Transitioning Service Members Fill In the Finances for Transition Gaps All servicemembers must go through a Department of Defense (DoD) standardized Finances for Transition class when they transition from military service through the mandatory Transition Assistance Program (TAP). However, the curriculum is the same for all members regardless of age, years of service, […]

What is the Military Spouse Fellowship? Free Q&A Session The FINRA Foundation Military Spouse Fellowship is a national program that offers military spouses the opportunity to earn a career-enhancing financial credential — the AFC® (Accredited Financial Counselor®) certification — while working with the military community. Learn more about this fellowship in this Q/A!