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1 event,
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The Launching Leaders webinar explores practical strategies to support emerging adults (specifically, military teens) in navigating financial decisions and career planning. Topics related to the AFC Core Competencies include: gathering client information, goal setting, creating an action plan, employment considerations, and making informed decisions by exploring pathways for life beyond high school graduation (e.g., financial considerations for college). This webinar […]
FREE
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This session will explore one of the most abundant resources afforded to Veterans at the federal level – the VA disability claims process. This webinar provides a brief overview of the claims process, discusses how military financial counselors can educate service members with shared foundational knowledge, and examines financial options that impact Veterans, their families, and supports estate planning through […]
FREE
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As a financial professional, you may encounter clients facing emotional stress or crises, making it feel like you need the skills of a therapist—even when you're not trained as one. In this session, Dr. Kristy Archuleta, a Licensed Marriage and Family Therapist and Certified Financial Therapist™, offers practical strategies for managing difficult client situations while maintaining professional boundaries. You’ll learn […]
FREE
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Join us Tuesday, September 30 at noon ET for a powerful session that will transform the way you think about your business finances. Led by the ever-insightful Paul Allen, CFP®, MQFP®, this session will help you build confidence, clarity, and control over your business finances. Whether you're just starting out or looking to sharpen your systems, this meet-up will guide […]
FREE
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