Military service providers frequently see concerns such as high credit card balances, multiple loans, and the stress associated with significant debt levels. Those in debt often feel overwhelmed and unsure of where to start. PowerPay, a free tool developed by Utah State University Extension, is available to service members, their families, and military family service providers. Our experts will guide […]

As a professional, sometimes you get so busy inspiring others, you forget to turn that inspiration towards yourself! In the new year, you may feel that achieving your personal goals for your business, career, and personal development is daunting. This session is designed to help financial professionals create a plan, and provide the space to use your own super powers […]

Empathy-driven pro bono financial planning transforms underserved communities by providing more than financial advice. Advisors who integrate empathy deliver personalized support that addresses clients' emotional needs, building trust and fostering open communication. Serving pro bono clients with empathy ensures they receive both financial guidance and emotional support, which is crucial for navigating complex financial decisions. This approach enables the creation […]