Podcasts and Newsletters

POSTPONED: Helping Clients Prepare for Tax Season Webinar rescheduled to Thursday, January 26th at noon ET: Learn More & Register Tax season can be tough for both counselors and clients.  This webinar will focus on how you can help your clients prepare for tax season, including the questions you will...

October 17, 2022

Grab your favorite afternoon coffee/tea/pick-me-up & Join us Tuesday, October 11th at 1 pm ET for Practitioners Unite! Member Coffee Chats We received great feedback after last month's networking session and we want to continue to offer members a space to connect, engage, and get to know each other. This month's Practitioners Unite! session...

September 29, 2022

In our third and final session: “Helping our aging parents”, we’ll use what we learned in the first two sessions to help you navigate the tricky aspects of obtaining the proper legal documents, working with your care team to make important medical decisions, and finally, taking care of yourself physically...

September 29, 2022

Note: CEUs are likely possible, just not pre-approved. In recent years, the growing interest in digital assets paired with the ease of apps on phones that allows users to buy and sell easily led many to lose money from investing in digital currency. Just this year, the landscape for digital...

September 28, 2022

Note: CEUs are likely possible, just not pre-approved. Reports and surveys indicate that many new investors interested in trading turn to social media and so-called “finfluencers” due to an imbalance of educational content from more reliable sources. Data also suggests that most digital asset related investment fraud begins on social...

September 28, 2022

Get a tour of the new refreshed Money Management Essentials course! This new version of the course retains much of the great content from the original course, but supplements it with new activities and a transformed participant experience. It gives you the chance to be the counselor as you walk...

September 27, 2022

Get a tour of the new refreshed Money Management Essentials course! This new version of the course retains much of the great content from the original course, but supplements it with new activities and a transformed participant experience. It gives you the chance to be the counselor as you walk...

September 27, 2022

Join us on October 4th at 12pm ET as Liz Yoder, AFC Candidate & AFCPE member, is leading the conversation on how to better understand neurodiversity. Liz will be guiding us through best practices when working with neurodiverse clients. Liz studied Speech Language Pathology and Audiology at Loyola College in Maryland. She moved...

September 26, 2022

This self-paced online course with 7 modules highlights how disability public benefits impact the financial choices and financial decisions individuals with a disability make, and that at times limit their ability, to take full advantage of the financial system. This training will help financial counselors create a more inclusive financial...

September 16, 2022

The eighth annual OneOp Personal Finance Year in Review webinar describes legislation and events that have impacted military personal finances during 2022 and trends that will continue to impact finances in the years ahead. Explore the results of noteworthy personal finance research studies that were published in 2022, military-specific financial...

September 06, 2022

Insurance is a critical component of economic security for military families. This webinar for Personal Financial Managers and other service providers introduces important coverage and considerations for risk management, including: Homeowner’s Insurance Renter’s Insurance Auto Insurance Umbrella Policies Military-specific case studies are used to illustrate the impact of proper (and...

September 06, 2022

This virtual event will cover: An examination of the barriers to safe, affordable, and accessible housing for older Americans, disabled consumers, and renters A look at the structural barriers and biases that impede access to affordable credit and financial services A discussion on how persistent barriers to housing and access...

September 01, 2022