Events

Consumers lost more than $12.5 billion to fraud in 2024, a 25% increase from the previous year, with identity theft and cyber-enabled scams continuing to rise nationwide. As part of Consumer Action’s decades-long work educating consumers to recognize and avoid fraud, this in-person training equips community educators, counselors, and direct service providers with practical tools to help protect the communities […]

Understanding why clients act—or fail to act—is the key to helping them reach their goals. This interactive workshop applies Self-Determination Theory to help you identify where clients sit on the motivation continuum and how to create the specific conditions where their internal drive thrives. Through collaborative breakout groups and self-reflection, you will build a practical toolkit to empower clients toward […]

Many clients know what to do with money, yet still struggle to follow through. This webinar explores how ADHD, anxiety, and executive-function challenges affect clients’ ability to take action and how financial professionals can coach for capacity, not just compliance. Participants will learn a compassionate, neuroscience-aware framework along with practical tools such as structured sessions, reminder systems, body-doubling, micro-steps, and […]

nderstanding why clients act—or fail to act—is the key to helping them reach their goals. This interactive workshop applies Self-Determination Theory to help you identify where clients sit on the motivation continuum and how to create the specific conditions where their internal drive thrives. Through collaborative breakout groups and self-reflection, you will build a practical toolkit to empower clients toward […]

Are your senior clients sitting on substantial home equity but struggling with cash flow, or are they reluctant to tap into investments during market downturns? Reverse mortgages can be a powerful financial tool, but they come with complexity, costs, and crucial timing considerations that demand your professional guidance. In this dynamic webinar, we'll cut through the confusion and explore the […]

Few things are more frustrating than explaining a financial concept, only to realize your client is still confused and unable to move forward. This intensive workshop solves the disconnect between expert advice and client comprehension by providing a tactical framework for clear, jargon-free communication. Through interactive breakout sessions and real-world practice, you will master the use of relatable analogies, “clean-number” […]

Ethical practice is essential to effective financial counseling education. Designed for financial counselors, educators, and military family service providers, this session examines the Military Standards of Ethical Conduct, the AFCPE Code of Ethics, financial disclosure requirements, and federal gifting guidelines. In this 2-hour webinar, Dr. Bruce Ross, AFC®, CFT™, and Mr. Caleb Burrell, MA, LMFT, will guide participants through discussion […]

This webinar is designed to equip financial counselors, coaches, and educators with the knowledge and tools to better support veterans and their dependents. The session will highlight how these programs help veterans and their families achieve financial stability, effectively manage and maximize their benefits, make informed financial decisions, avoid common financial pitfalls through increased financial literacy, and build long-term financial […]