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The Psychology of Money explores how money moves around in an economy and how personal biases and the emotional factor play an important role in our financial decisions, as well as how to think more rationally and make better decisions when it comes to money. Financial professionals gain knowledge on the impact of psychology on personal finance and investing. Behavior […]
$150.00
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1 event,
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1 event,
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2 events,
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Financial wellness is essential to overall well-being, and AFCs are key to helping clients achieve it. In this session, we’ll explore how AFCs can provide impactful support through retirement planning, budgeting, and financial goal-setting. Presenters: Ritu Jethani, Meghna Gangwani
$050
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1 event,
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1 event,
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2 events,
This webinar provides a comprehensive overview of the two types of Flexible Spending Accounts (FSA) available to Service members and their families: Health Care FSAs and Dependent Care FSAs. Participants will learn how to enroll and manage these accounts and what expenses are eligible. The session also covers Service member-specific situations where an FSA would be a helpful financial planning […]
Free
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1 event,
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1 event,
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2 events,
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Accredited Financial Counselors and Certified Financial Planners are, before anything else, human. Recognizing that humanness can sometimes cause strife internally. We are trained in giving informed advice, often “best practices", and helping clients move forward in steps and leaps, based on the research-grounded training that defines our profession. What happens, though, when lived experiences cause friction with best practices (or […]
Free
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1 event,
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1 event,
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1 event,
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1 event,
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1 event,
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2 events,
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The Launching Leaders webinar explores practical strategies to support emerging adults (specifically, military teens) in navigating financial decisions and career planning. Topics related to the AFC Core Competencies include: gathering client information, goal setting, creating an action plan, employment considerations, and making informed decisions by exploring pathways for life beyond high school graduation (e.g., financial considerations for college). This webinar […]
FREE
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3 events,
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This session will explore one of the most abundant resources afforded to Veterans at the federal level – the VA disability claims process. This webinar provides a brief overview of the claims process, discusses how military financial counselors can educate service members with shared foundational knowledge, and examines financial options that impact Veterans, their families, and supports estate planning through […]
FREE
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As a financial professional, you may encounter clients facing emotional stress or crises, making it feel like you need the skills of a therapist—even when you're not trained as one. In this session, Dr. Kristy Archuleta, a Licensed Marriage and Family Therapist and Certified Financial Therapist™, offers practical strategies for managing difficult client situations while maintaining professional boundaries. You’ll learn […]
FREE
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1 event,
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1 event,
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1 event,
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1 event,
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2 events,
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Join us Tuesday, September 30 at noon ET for a powerful session that will transform the way you think about your business finances. Led by the ever-insightful Paul Allen, CFP®, MQFP®, this session will help you build confidence, clarity, and control over your business finances. Whether you're just starting out or looking to sharpen your systems, this meet-up will guide […]
FREE
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1 event,
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1 event,
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1 event,
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