Podcasts and Newsletters
FPA Connect: Status Driven Financial Behaviors: Are Clients Trying to Fit In or Stand Out?
We typically think of status as wanting to appear as if we have influence and are important. It’s generally associated with negative, manipulative or superficial behaviors which are often connected to a hidden agenda. The thought is if I appear affluent, generous or successful, I will have more influence, power,...
July 21, 2022
Read More >Continuing Our Journeys: Moving Toward Allyship, Accomplices and Partnerships of Accountability
Many individuals and organizations are continuing their work toward building more equitable and inclusive environments for their workers and the communities they are part of. As this work and these commitments continue, it is essential to provide opportunities for individuals to find roles and responsibilities where they can help others...
July 21, 2022
Read More >Smartphone Warranties and Consumer Right-to-Repair Issues: What every phone owner should know
Smartphones are complex, costly devices that we rely on for everything from keeping in touch with loved ones and storing our favorite pictures to depositing a check or splitting a restaurant bill. These sophisticated devices aren't meant to be dropped in a pool, sat upon, or left in the hot...
July 19, 2022
Read More >Practitioners Unite! Making Financial Planning Affordable
As professionals in this field, we are not just passionate about helping families manage their day to day finances. We want our clients to get out of debt, build their savings, plan for retirement, college, family planning, make smart financial decisions, and even start to build wealth; however, there currently is...
July 15, 2022
Read More >The Importance of Estate Planning for Military Families with OneOp
Proper planning for the future in the event of a death is an important aspect of financial readiness for military families. Learn how service providers can support service members and their families in the following estate planning areas: Probate and probate avoidance Advantages and limitations of wills and trusts Estate...
June 29, 2022
Read More >Credit as an Asset Webinar Series with CBA
The Credit as an Asset training is designed to help non-profit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy as well as best practices in credit education. This interactive workshop will provide participants the opportunity to learn from each other and credit...
June 29, 2022
Read More >Credit as an Asset Webinar Series with CBA
The Credit as an Asset training is designed to help non-profit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy as well as best practices in credit education. This interactive workshop will provide participants the opportunity to learn from each other and credit...
June 29, 2022
Read More >Credit as an Asset Webinar Series with CBA
The Credit as an Asset training is designed to help non-profit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy as well as best practices in credit education. This interactive workshop will provide participants the opportunity to learn from each other and credit...
June 29, 2022
Read More >Credit as an Asset: Small Business with CBA
Credit as an Asset: Small Business is supplemental training for practitioners supporting entrepreneurs in their credit-building journeys. From counseling, lending, and credit reporting perspectives, this 3-hour live training will cover: The intersection of personal and business credit Credit-building strategies and products for entrepreneurs Understanding business credit reports and scores Note:...
June 29, 2022
Read More >Social Security & Disability 101 with OneOp
Supplemental Security Income (SSI) provides critical financial help to aged, blind, and disabled people who have limited income and resources. Social Security Disability Insurance (SSDI) pays disability benefits to you and certain family members who meet our definition of disability if you worked long enough – and recently enough –...
June 29, 2022
Read More >Thrift Savings Plan Updates for 2022 with OneOp
Equip yourself with comprehensive knowledge of the latest Thrift Savings Plan (TSP) changes! This FREE webinar ensures that military counselors and financial educators are able to answer general questions from TSP participants and gain a collection of resources to provide clients with further information. Join this webinar to gain a...
June 29, 2022
Read More >Special Needs Trusts & ABLE Accounts
This presentation provides an overview of the different types of special needs trusts (self-settled, third-party, and pooled trusts) and explains the circumstances under which each type of trust could be beneficial. Topics of discussion include the items and services that can be paid for by special needs trusts, the relationship...
June 29, 2022
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