Podcasts and Newsletters
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...
March 25, 2024
Read More >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...
March 25, 2024
Read More >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...
March 25, 2024
Read More >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....
March 13, 2024
Read More >Blue Star Careers Webinar: FINRA Foundation Military Spouse Fellowship Program
Blue Star Careers Webinar: FINRA Foundation Military Spouse Fellowship Program The FINRA Foundation Military Spouse Fellowship program provides qualifying military spouses the opportunity to earn the AFC®️ (Accredited Financial Counselor®️) certification—while providing financial counseling and education to the military community. Blue Star Careers welcomes Valerie Richards and Heather Baker; FINRA...
March 07, 2024
Read More >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,”...
March 07, 2024
Read More >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...
March 04, 2024
Read More >Helping Diverse and Multilingual Communities Avoid Consumer Fraud
Helping Diverse and Multilingual Communities Avoid Consumer Fraud In recognition of National Consumer Protection Week (NCPW), held annually the first week of March to bring attention to consumer fraud education and prevention, Consumer Action is hosting a train-the-trainer webinar on March 6, 2024. The webinar will provide information and tools...
February 23, 2024
Read More >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...
February 22, 2024
Read More >Mind and Money: Connecting Mental Health and Financial Well-Being
Mind and Money: Connecting Mental Health and Financial Well-Being This webinar establishes the connection between financial and mental health, addressing its relevance for individuals, couples, and families. We explore how emotional well-being influences financial choices, as well as the reciprocal impact of financial decisions on emotional state. Stress, anxiety, and...
February 22, 2024
Read More >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...
February 16, 2024
Read More >Future Proof Your Practice
Future Proof Your Practice This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight analysis tool to identify trends that could interrupt your business. Learn how to change these disruptors...
February 16, 2024
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