Podcasts and Newsletters
FINRA Foundation Military Spouse Fellowship March Information Session
Questions about the Military Spouse Fellowship? Wondering if it's the right fit for you? Join us for a free information session! We'll discuss what to expect from the program, top tips for applying, and answer all of your questions! Presenter: Heather Baker
March 14, 2022
Read More >How the Fair Credit Reporting Act Affects Financial Counseling
This session will overview topics within the Fair Credit Reporting Act (FCRA) that are important for counselors. There will be discussion of consumer rights, including right to view reports and dispute inaccurate information, with some attention given to understanding date of first delinquency. Attendees should expect to take away a...
March 09, 2022
Read More >FPA Connect: Maximizing Student Loan Forgiveness with the Public Service Loan Forgiveness Program
With student loan debt surpassing $1.5 trillion, borrowers are looking for any way to ease their burden, including the Public Service Loan Forgiveness (PSLF) program. Over the years PSLF has become more complex, with new income-driven repayment plans that are more confusing than helpful. Navigating to the correct repayment plan...
March 09, 2022
Read More >Personal Finance Seminar for Professionals, Moving Us Forward: Building Financial Resilience
Participants learn about today's most critical financial issues and about how their clients or audiences may be impacted. UME's Personal Finance Seminar for Professionals is relevant to a multi-disciplinary field of professionals-- especially those who interact with individuals, groups, and/or communities regarding any aspect of financial wellness. Many PFS attendees...
March 01, 2022
Read More >Spouse Employment and Family Financial Readiness
Frequent moves and deployments can create unique challenges for a military spouse’s career progression and income, impacting the family’s financial resilience. However, military spouses have access to education and career guidance, comprehensive resources, and tools worldwide to assist them in overcoming these challenges. In this interactive webinar, C. Eddy Mentzer...
February 25, 2022
Read More >Understanding Buy Now, Pay Later Services
In this webinar, experts from the Consumer Financial Protection Bureau (CFPB) provide important information for Personal Financial Managers (PFMs) on Buy Now, Pay Later (BNPL) services. As Buy Now, Pay Later services become more common with online and in-store shopping, it is important for service members and their families to...
February 25, 2022
Read More >COVID-19 and the Impact on Small Businesses: From relief to recovery
Small businesses are crucial to the nation’s economy and are the backbone of the local communities in which they are established. They employ almost half of U.S. workers and are essential sources of employment and wealth-building, particularly for minority communities. The pandemic has devastated many of these businesses, forcing hundreds...
February 25, 2022
Read More >Practitioners Unite! The Client Intake Process (3pm session)
The client intake process is an integral part of the client/counselor relationship. In this stage, the counselor collects data to get a better understanding of the clients current financial state in order to guide their counseling sessions. Every counselor has a different way to onboard their clients. Join us on Tuesday,...
February 22, 2022
Read More >Practitioners Unite! The Client Intake Process (noon session)
The client intake process is an integral part of the client/counselor relationship. In this stage, the counselor collects data to get a better understanding of the clients current financial state in order to guide their counseling sessions. Every counselor has a different way to onboard their clients. Join us on Tuesday,...
February 22, 2022
Read More >Member Meet Up: More than Just Finances – Using Financial Therapy to Ignite Change
The Financial Health Institute defines Financial Health as "The dynamic relationship of one's financial and economic resources as they are applied to or impact the state of physical, mental, and social well being." Financial Therapy is making headway in the field of financial counseling. It helps our clients discover the...
February 22, 2022
Read More >College Planning 101
College is one of the most expensive events that parents plan for, which can cause a lot of financial stress as they try to determine how to save the money and how much they will need. To help financial counselors answer these questions, Ryan Law, AFC®, will discuss why college...
February 04, 2022
Read More >FPA Connect: Risking It All: The Personal Finance of Problem Gambling
As access to gambling increases, so will the temptation for gamblers who struggle with gambling addiction. Problem gambling is quickly emerging as a major source of financial breakdowns; as financial counselors, we must understand this addiction and how to support clients that struggle with it. This webinar will explore what...
February 04, 2022
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