Predictably Irrational Book Study

Predictably Irrational Book Study Hosted by Andi Wrenn Join us for a six (6) week opportunity to apply what we learn in reading this book and applying it to working with clients in personal finance. Helping clients with everyday financial decisions, savings on autopilot, planning for purchases and investment decisions....

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SNAP and SNAP-Ed: Supporting Food and Nutrition Security in Your Community

SNAP and SNAP-Ed: Supporting Food and Nutrition Security in Your Community This webinar discusses how SNAP and SNAP-Ed align with national food and nutrition security strategies. The Supplemental Nutrition Assistance Program (SNAP) is the cornerstone of the USDA’s nutrition assistance safety net. SNAP Nutrition Education (SNAP-Ed) is SNAP’s nutrition education...

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The How and Why of Estate Planning

The How and Why of Estate Planning • More Information Estate planning may be one of the most important and overlooked aspects of caregiving. When a proper estate plan is not in place, individuals and families may face a variety of issues affecting finance, housing, benefits, and services, among others....

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ConsumerAction: ABC’s of Investing

ABC's of Investing Join Consumer Action on Tuesday, May 23, when John Moses, deputy director of the U.S. Securities & Exchange Commission’s (SEC) Office of Investor Education and Advocacy (OIEA), and Jackie Lam, personal finance writer and AFC-accredited financial coach, will give presentations on empowering communities of color to achieve...

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FPA Connect: Smart People Doing Stupid Things: Decision Making Biases in Personal Finance

Smart People Doing Stupid Things: Decision Making Biases in Personal Finance This webinar focuses on cognitive constraints affecting personal finance decisions and their consequences.  Financial professionals know that people often make investment decisions that may not be purely rational. We discuss 3 major biases affecting most of us, including investors...

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Practitioners Unite! Networking Coffee Chat

Practitioners Unite! Networking Coffee Chat Join us on Tuesday, June 13th 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...

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Member Meet Up: ChatGPT, AI, and Prompt Engineering, Oh My! Applications for Financial Education and Counseling Practitioners

Member Meet Up: ChatGPT, AI, and Prompt Engineering, Oh My! Applications for Financial Education and Counseling Practitioners This webinar, lead by Barbara O'Neill, Ph.D., AFC®️, CFP®️ will describe what the artificial intelligence (AI) platform ChatGPT is, how it works, how to get started as a ChatGPT user, and how to...

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Small Things Matter: Creating an open and trusting space for virtual clients

Join Cherie Stueve, CFP®️, AFC®️, FFC®️, FBS®️ for a session on how to craft the right environment to build trust with your clients, even when meeting virtually by video or phone. Clients appreciate the convenience of virtual conversations, but connecting in this way has its challenges. The small touches matter to quickly create a comfortable...

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(Cancelled) Military Teens and Economic Abuse (OneOp)

(Cancelled) Military Teens and Economic Abuse (OneOp) This interactive session guides participants through the process of creating a “food security resource guide” tailored to the location and populations they serve. Facilitators will lead activities designed to help family service providers immediately implement food security knowledge in their local communities.

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Supportive Programs and Benefits to Expand Food Security for Military Families (OneOp)

Dr. Angela Odoms-Young facilitates a panel discussion among expert representatives from federal agencies to explain how military families can access benefits and programs aimed at alleviating food insecurity. This 90-minute event uncovers how various food security programs and benefits may intersect and align. This panel discussion equips service providers with...

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Building Networks to Alleviate Food Insecurity (OneOp)

This interactive session guides participants through the process of creating a “food security resource guide” tailored to the location and populations they serve. Facilitators will lead activities designed to help family service providers immediately implement food security knowledge in their local communities.

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Advancing Food Security for Military Families (OneOp)

The program is a 90-minute asynchronous course. Advancing Food Security for Military Families is a self-paced course developed by national food security expert Dr. Angela Odoms-Young. Use this professional development opportunity to expand your capacity to support food security among the military families you serve. Learn about existing initiatives that...

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