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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 […]
FREE
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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 […]
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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 […]
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Couples can greatly benefit from financial counseling to work through complex financial issues, whether they are preparing for the next step in their relationship or have been together for many years. The Five Money Languages was designed in parallel with Gary Chapman’s Five Love Languages to help couple clients better understand how to communicate with one another about the complex […]
$50
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Student loan debt isn’t just a young person’s problem. With more than 43 million borrowers across all ages and income levels, the demand for personalized student loan planning is greater than ever. In this session, you’ll learn key points about student loan planning and how adding student loan guidance (either internal or outsourced) can not only improve client outcomes but […]
Free for AFCPE® Members and FPA Connect Members
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