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1 event,
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The One Big Beautiful Bill Act (OBBA) introduced sweeping changes with meaningful implications when it comes to planning for our clients. And with its dense legislative language, it can be difficult for financial planners and counselors alike to know what's worth de-coding. In this session, we’ll cut through the noise and focus on the provisions that are most likely to […]
Free FPA/AFCPE members
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Even the most sound financial advice can hit a standstill when a client’s underlying motivations remain unspoken. This workshop equips you with a tactical framework to identify when an unexpressed need is driving a financial decision and provides questioning strategies needed to bring those motivations to light. Through real-world modeling and active listening practice, you will learn how to shift […]
$50
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2 events,The 10th Financial Education Summit is held to bring together educators, researchers, and community leaders who offer financial education in Maryland to come together to navigate up-to-date research, practices, and insights into the financial education field. While Maryland is one of the richest states in the nation, practitioners in the field understand that the importance of equitable and accessible financial […]
FREE
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First, we’ll level-set on core estate planning concepts—not from a legal drafting perspective, but from a counseling and client guidance standpoint. The goal is to strengthen how you identify planning gaps and educate clients effectively. Next, we’ll examine how military benefits intersect with estate planning decisions. As you know, programs like TRICARE and the Survivor Benefit Plan can create both […]
FREE
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