This webinar explores key developments that shaped the finances of service members and their families in 2025. Drawing on insights from Defense Department Personal Financial Managers, this session explores military specific financial events, highlighting relevant research published in 2025, and anticipated changes in 2026. Designed for financial professionals supporting military families, this webinar strengthens your professional capacity to navigate the […]

This session provides a real, behind-the-scenes look at that "other" credential in the personal finance space, delivered by two professionals who hold both the AFC®️ and CFP®️ certifications. These marks and professionals are not competitors, but rather powerful complements. This session will expand your body of knowledge and answer burning questions by your fellow AFCs. The goal of this session […]

“Keep a budget” is one of the most common yet least implemented recommendations. This interactive webinar highlights why conventional budgeting is so difficult and how “reverse budgeting” may be a better approach. While conventional budgeting takes a detailed bottom-up approach, reverse budgeting’s top-down approach focuses first on goals and savings. This flip can increase clients’ savings rates and financial health […]

You’ve seen it happen in pro bono work. A client schedules an appointment and shows up hopeful—but overwhelmed. They nod along during the session, yet follow-through is limited. Or life gets in the way and momentum stalls after just one meeting. Sometimes, clients don’t show up at all. In pro bono financial planning, this isn’t a failure of advice or […]