Podcasts and Newsletters

Pro Bono Financial Planning for Military Personnel, Veterans and Families Service members, veterans, and their families face unique financial circumstances during and after military service. While benefits for active personnel - regular paydays, free healthcare, and housing allowances – are commonly recognized, the financial challenges of switching to civilian life,...

January 08, 2024

January Practitioners Unite! Networking Chat: Financial Trends

January 02, 2024

January Member Meet Up: Untangling Boundaries - Emotional Fusion and Financial Trust in Blended Families

January 02, 2024

Supporting Military Families in the Artificial Intelligence Era Artificial Intelligence (AI) can provide valuable assistance to family service providers in various ways, enhancing their ability to offer support and improve outcomes for their clients. Explore AI as a tool for family service providers to increase efficiencies, creativity and engagement in...

December 20, 2023

The ABCs of Disability Benefits: Your Guide to SSDI & SSI in 2024 What happens when you’re not able to work for an extended period of time due to a medical condition? What about a child dealing with an issue that impairs her/his day-to-day function? Social Security may be able...

December 20, 2023

Finance in Full Color: Effectively serving diverse communities This event was rescheduled for 2/22: Register here! How can you tailor educational materials to be inclusive? This webinar aims to provide actionable tips for fostering diversity, equity, and inclusion in financial counseling. With presenter Markia Brown, AFC®️, and special guest Rahkim...

December 08, 2023

The Current State of Federal Student Loan Repayment The SAVE federal student loan repayment plan is set to take effect in the summer of 2024. Are you prepared? Additionally, we'll delve into the conclusion of PAYE and the expiration of the double consolidation loophole in 2025. With significant changes on...

December 08, 2023

The DOs and DON'Ts of moving and prepping your clients for the expense and adventure Moving. For some of us it happens more than others. And, even for those of us who have moved multiple times...there are always hiccups, things to do for the first time, and expenses that crop...

December 08, 2023

Saving and Investing for Long-term Prosperity Everyone knows they should be setting aside money for emergencies, retirement and financial goals, but many people still struggle to do it. Often, people procrastinate because they don't feel like they can find the money to save or invest, they don't know how to...

November 29, 2023

2024 Tax Updates: What Service Providers Need to Know Tax laws can undergo changes in response to economic and societal factors. Given this, service providers play a crucial role as primary sources of guidance for service members. Staying well-informed ensures adherence to the latest tax regulations and helps identify strategies...

November 29, 2023

Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events Pro bono financial planning often requires serving clients who are facing life-disrupting events. During these engagements, advisors must walk with their clients for a short interval of time to help...

November 20, 2023

FPA Connect: Cybersecurity in 2024: The latest threat actor techniques and the 5 top things you need to do TODAY to protect yourself Join us to learn the latest techniques to stay one step ahead of threat actors and protect your data as well as your client data. We will cover...

November 20, 2023