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 […]

Military life presents unique tax considerations for service members and their families, whether on active duty or in the reserves. This webinar is designed to equip service providers and financial counselors with the knowledge they need to better support the military community. Participants will learn when military pay and benefits are taxable or non-taxable, explore key tax advantages available to […]

Permanent Change of Station (PCS) moves, and other military transitions often disrupt spouse employment, resulting in periods of unemployment, underemployment, and financial strain for military families. These challenges are not isolated—they ripple outward, affecting overall health and well-being – from stress and sleep to energy and connection- alongside family readiness, finances, and relationship dynamics. This 90-minute interactive webinar takes a […]