Podcasts and Newsletters
Member Meet-Up: Helping your clients put their story in trusted hands
Member Meet-Up: Helping your clients put their story in trusted hands Join Glen Cone, author of Generation Preservation, for this talk. He will discuss the importance of clarifying, chronicling, and managing your client's personal information to help them and their families de-mystify financial matters that make a significant difference in...
July 20, 2023
Read More >The Intersection of Language and Inclusivity in Financial Counseling
The Intersection of Language and Inclusivity in Financial Counseling Language creates meaning and words matter for social groups. This webinar will review language around issues, challenges, and perceptions associated with diversity and inclusion/exclusion in the United States. We will also practice how language can be inclusive and create new terms...
July 18, 2023
Read More >Asynchronous Course: The Cooperative Extension System—Force Multiplier for Military Family Readiness
The Cooperative Extension System: A Force Multiplier for Military Family Readiness Many DoD Military Family Readiness Professionals are not well-versed in the history or capabilities of Cooperative Extension System in supporting Military Family Readiness efforts (RAND, 2014). Cooperative Extension represents an underleveraged force-multiplier tool to serve families in the military...
July 18, 2023
Read More >Define Your Money Mindset
Define Your Money Mindset This workshop will empower you to review your past money beliefs and discover how 8 impactful money stories have shaped your life. With the innovative money egg exercise, we'll guide you through a series of thought-provoking questions that explore the roles you play, the rules you...
July 18, 2023
Read More >Introduction to Diversity, Equity, and Inclusion for Volunteer Financial Mentors – Embracing the Diversity of Your Pro Bono Clients!
Introduction to Diversity, Equity, and Inclusion for Volunteer Financial Mentors – Embracing the Diversity of Your Pro Bono Clients! Pro bono clients served by CFP®️ professional volunteers come from diverse backgrounds and socio-economic statuses. In all aspects of financial advising, planning, and counseling, being culturally competent and mindful of that...
July 07, 2023
Read More >Synthetic ID Theft: What every advocate should know
Synthetic ID Theft: What every advocate should know Identity theft and fraud are not new, but synthetic ID theft—or “Frankenstein fraud”—where thieves piece together information from different people to create a new identity, is the fastest-growing type of fraud. The Federal Trade Commission (FTC) estimates that up to 85% of...
July 05, 2023
Read More >Disparities in Debt: Making a case for economic equity
Disparities in Debt: Making a case for economic equity Wealth can provide countless opportunities—paying for an education without student loans, buying goods without needing financing, and building a retirement nest egg, for example. Unfortunately, wealth is unequally distributed by race in the United States, and several key factors (disparities in...
July 05, 2023
Read More >Unlocking the Secrets of Credit Reports
Unlocking the Secrets of Credit Reports While credit reports are essential tools for financial coaching and counseling, reading and interpreting reports to inform decision making can be challenging for consumers and practitioners alike. During this webinar, we’ll unlock secrets of reading credit reports by reviewing a sample report for Bill,...
July 05, 2023
Read More >FPA Connect: A Behind the Scenes Look at Divorce: 3 Ways You Can Help Your Clients
FPA Connect: A Behind the Scenes Look at Divorce: 3 Ways You Can Help Your Clients Rhonda Noordyk, CDFA®️ will be sharing three simple ways you can better help your clients going through divorce. Rhonda will provide a behind-the-scenes look at the divorce process, the challenges, and the opportunities. You...
June 22, 2023
Read More >Practitioners Unite: Networking Coffee Chat
Practitioners Unite: Networking Coffee Chat Join us on Tuesday, July 18th at 1pm for a virtual networking coffee chat event! Connect with other financial professionals from various industries, exchange ideas, and expand your network—all from the comfort of your home. Engage in meaningful conversations, discover new opportunities, and build valuable...
June 15, 2023
Read More >July Member Meet Up: Meeting Neurodiverse Client Needs in the Office and in Conference Presentations
Member Meet-up: July Member Meet Up: Meeting Neurodiverse Client Needs in the Office and in Conference Presentations Join us on Tuesday, July 11th at 12pm ET as Kate Mieletz, PhD, AFC & Christine Hargrove show us how to meet the needs of neurodiverse clients in the office and in presentations....
June 15, 2023
Read More >Building Trust and Safety: 5 Essential Elements for Financial Advisors
Building Trust and Safety: 5 Essential Elements for Financial Advisors Trust and safety are essential elements for any successful relationship. The Advisor-Client one is no different. Research shows that trust is an essential part of the success of the advisor-client relationship. This webinar seeks to educate the advisor on the...
June 07, 2023
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