Events

As part of Consumer Action's decades-long work educating consumers to better recognize and avoid fraud, we are offering in the greater Philadelphia region our "Just Say No to Scams: Protecting consumers and communities from fraud" training. This free event will provide advocates, educators, case managers, counselors, faith-based and other direct service providers an opportunity to gather knowledge and resources to […]

In this interactive and educational session, participants will gain tips and strategies to support and effectively work with younger generations. Participants will explore key insights into their financial behaviors, communication preferences, and how to support their financial goals. Participants will learn how to create inclusive and welcoming spaces that encourage effective communication and listening techniques in order to provide an […]

This interactive train-the-trainer webinar will equip CFP® professionals, AFC® professionals, financial counselors, coaches, and nonprofit practitioners with the skills to effectively develop, customize, and facilitate engaging financial education sessions using the Money Smart curriculum. Developed by the Federal Deposit Insurance Corporation, the Money Smart for Adults curriculum is a free, research-informed financial education program designed to help individuals build financial […]

Clients now turn to AI for financial guidance before they ever consult a professional, and the same tools are quietly entering counselors' and planners' workflows. This session gives financial professionals a clear, practical framework for protecting client confidentiality, safeguarding sensitive data, and upholding their duty of care as AI reshapes how clients find and receive financial guidance. Through real examples, […]