Podcasts and Newsletters

Join us Tuesday, September 30 at noon ET for a powerful session that will transform the way you think about your business finances. Led by the ever-insightful Paul Allen, CFP®, MQFP®, this session will help you build confidence, clarity, and control over your business finances. Whether you're just starting out...

July 21, 2025

About The Conference: This year’s event explores the vital connection between financial stability and overall well-being, recognizing that true wealth comes from healthy finances and healthy lives. The conference will feature dynamic keynote and luncheon speakers, engaging concurrent workshops, and an exhibit hall for participants to connect with sponsors, thought...

July 14, 2025

July 14, 2025

It is estimated that nearly 1/3 of all incidents of identity theft are perpetrated by a family member of the victim; this is known as familial identity theft.  This webinar will provide participants with insights on demographic characteristics of familial identity theft victims along with information on common consequences and...

July 14, 2025

In-person training Dear Community Partner, You're invited to the "Say NO to Scams: Protecting consumers and communities from fraud" training, hosted by Consumer Action and sponsored by Early Warning Services. The Federal Trade Commission reported that consumers lost more than $12.5 billion to fraud in 2024, which represents a 25%...

June 30, 2025

June 30, 2025

The Launching Leaders webinar explores practical strategies to support emerging adults (specifically, military teens) in navigating financial decisions and career planning. Topics related to the AFC Core Competencies include: gathering client information, goal setting, creating an action plan, employment considerations, and making informed decisions by exploring pathways for life beyond...

June 30, 2025

A thriving email list is one of the most valuable assets for financial counselors and coaches, but building and maintaining one can feel overwhelming. Join us on Tuesday, July 29th at noon ET, where our host, Hillary Gale, will share proven strategies for growing your email list with qualified prospects,...

June 20, 2025

Military service providers often serve as a critical link in helping families and caregivers navigate complex benefit systems. This webinar offers a focused look at Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI), specifically in the context of military-connected populations. Participants will gain a deeper understanding of eligibility...

June 06, 2025

As interest rates skyrocket and the consumer debt crisis deepens, financial advisors and coaches must be prepared to guide clients through debt challenges. In follow-up to June’s webinar on identifying the right debt solutions for your clients, this session dives deep into the Debt Management Plan (DMP). In this webinar,...

May 30, 2025

This session introduces a therapeutic-informed framework for understanding money dysmorphia—when clients experience a mismatch between their financial facts and internal sense of financial sufficiency. Money dysmorphia is not caused by financial instability, but by distorted self-perception rooted in comparison, fear, and ‘internalized scarcity’. Drawing on financial counseling and therapeutic tools,...

May 29, 2025

The Problem Gambling Specialty Endorsement for Financial Professionals program is designed to provide financial professionals/specialists/advisors of all kinds with a basic understanding of problem gambling/Gambling Disorder and subsequent gambling-related harms, focusing on financial harms. An Introductory module can be completed alone, focusing on the basics of problem gambling, how a...

May 23, 2025