Calendar of Events
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Financial Social Work Certificate Program (Mar-Oct)
UMSSW’s Financial Social Work Initiative (FSWI) is launching its next online version of the Financial Social Work (FSW) Certificate Program through UMSSW’s Continuing Professional Education (CPE) Office in March 2023! It will meet an identified need for greater financial capability and empowerment knowledge on the part of social workers who practice in non-profit and other social service agencies, as well […]
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Couples and Money: When She is the Breadwinner
Couples and Money: When She is the Breadwinner
Join AFCPE & Brian Page of Modern Husbands on April 2nd at 12 pm ET Moderator: Brian Page Panelists: Ed Coambs, Bruce Ross, Aja Evans In a dynamic and insightful webinar moderated by Brian Page, the discussion centered on the evolving dynamics of financial roles within relationships, specifically when the woman takes on the role of the primary breadwinner. The […]
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Practitioners Unite! Coaching Dynamics: Interactive Scenario Roleplay
Practitioners Unite! Coaching Dynamics: Interactive Scenario Roleplay
Join us on April 9th, 2024, at 12 pm ET. This event is designed for financial coaches, counselors, and professionals looking to enhance their coaching skills through practical roleplaying and scenario simulations. Throughout these exercises, attendees can refine their communication, active listening, and problem-solving skills, which are crucial for effective financial counseling. This event is member-led. We will utilize breakout […]
Top 10 Insights To Master The Human Side of Advice
Top 10 Insights To Master The Human Side of Advice
Top 10 Insights To Master The Human Side of Advice Every advisor knows that working in financial advice requires more than an understanding of numbers. It requires an understanding of people. We work with emotional human beings on the emotionally charged topic of money. Yet, we don’t get taught the necessary skills to do this in trainings, designations, or certifications. […]
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Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners
Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners
Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners Celebrate Financial Literacy Month by joining our Education Coordinator, Jessie Jimenez, for a discussion of current teaching and learning techniques. Find out what works and what doesn't, and why it is not helpful to ask people about their learning styles. Whether looking to apply learning principles to your sessions with clients or […]
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Wanna be an AFC®? April Webinar
Wanna be an AFC®? April Webinar
Wanna be an AFC®? April Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you? Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!
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15 Important Financial Transitions in Later Life
15 Important Financial Transitions in Later Life
15 Important Financial Transitions in Later Life There are many financial transitions that people face in later life. This webinar will discuss 15 transitions that are described in the instructor’s book, Flipping a Switch. Examples of later life financial transitions include switching from saving to spending, creating a retirement “paycheck,” required minimum distributions (RMDs), later life investing, increased interest in […]
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Helping Older Americans Navigate Fraud
Helping Older Americans Navigate Fraud
Fraud is at a crisis level in the United States, resulting in the theft of billions of dollars from victims each year with little chance of restitution or justice. While fraud affects all demographics, the impact on older adults is especially profound both financially and emotionally. In this webinar, AARP’s Director of Fraud Prevention Programs, Kathy Stokes, will dive into […]
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Federal Student Aid: Repayment 101
Federal Student Aid: Repayment 101
Federal Student Aid: Repayment 101 This webinar covers the basics of repaying federal student loans. Topics include types of repayment plans, forgiveness and cancellation programs, benefits of consolidating, getting loans out of default, and types of deferments and forbearances. Also included is a discussion on certain one-time protections like the on-ramp for student loan payments and the Fresh Start Program.
Demo: Financial Inclusion Essentials
Demo: Financial Inclusion Essentials
Demo: Financial Inclusion Essentials Wondering what is covered in Financial Inclusion Essentials? This demo is for financial professionals who are looking to better serve their client's who have disabilities and their families. You will get an overview of the topics covered in this course as well as a sampling of the activities and tools provided. The meeting will end with […]