Podcasts and Newsletters

Financial counselors don’t face abstract ethical puzzles, they face real people, real money, and real pressure. Presented by the Zeiders team, this session takes AFCPE’s Standards of Practice out of the policy manual and puts them into the reality of counseling work. Through discussion and applied examples, participants will sharpen...

February 11, 2026

Consumers lost more than $12.5 billion to fraud in 2024, a 25% increase from the previous year, with identity theft and cyber-enabled scams continuing to rise nationwide. As part of Consumer Action’s decades-long work educating consumers to recognize and avoid fraud, this in-person training equips community educators, counselors, and direct...

February 03, 2026

February 03, 2026

February 03, 2026

Just Say No to Scams: Protecting Consumers and Communities from Fraud Consumers lost more than $12.5 billion to fraud in 2024, a 25% increase from the previous year, with identity theft and cyber-enabled scams continuing to rise nationwide. As part of Consumer Action’s decades-long work educating consumers to recognize and...

February 03, 2026

In this CE-eligible webinar, Tim Maurer, CFP®, RLP®, will examine how personal narratives, money scripts, and emotion-driven decision-making influence financial behavior, particularly for low- to moderate-income individuals. Drawing from behavioral finance and narrative psychology, this session explores how clients’ internal stories about money are formed—and how those stories can either...

February 03, 2026

Few things are more frustrating than explaining a financial concept, only to realize your client is still confused and unable to move forward. This intensive workshop solves the disconnect between expert advice and client comprehension by providing a tactical framework for clear, jargon-free communication. Through interactive breakout sessions and real-world...

February 02, 2026

Are your senior clients sitting on substantial home equity but struggling with cash flow, or are they reluctant to tap into investments during market downturns? Reverse mortgages can be a powerful financial tool, but they come with complexity, costs, and crucial timing considerations that demand your professional guidance. In this...

January 26, 2026

This webinar is designed to equip financial counselors, coaches, and educators with the knowledge and tools to better support veterans and their dependents. The session will highlight how these programs help veterans and their families achieve financial stability, effectively manage and maximize their benefits, make informed financial decisions, avoid common...

January 26, 2026

Neurodivergent individuals—including those with ADHD, Autism, AuDHD, Dyslexia, Dysgraphia, and other cognitive differences—represent a meaningful and often underrecognized portion of clients seeking pro bono financial planning services. While their financial needs may range from simple to complex, traditional financial planning models and communication styles can unintentionally create barriers that affect...

January 26, 2026

Many clients know what to do with money, yet still struggle to follow through. This webinar explores how ADHD, anxiety, and executive-function challenges affect clients’ ability to take action and how financial professionals can coach for capacity, not just compliance. Participants will learn a compassionate, neuroscience-aware framework along with practical...

January 13, 2026