Podcasts and Newsletters

In this presentation, Envestnet | MoneyGuide Account Manager Andre Garvin demonstrates how MyBlocks help to deepen the investors relationship with their advisor, counselor or coach through behavioral nudges to influence and encourage the “right” course of action. MyBlocks is the future of planning which offers hyper-customization of the financial planning experience and...

March 23, 2020

Do you know the signs of elder abuse? This interactive webinar will discuss the different types of elder abuse, the signs of abuse, and what to do if one has concerns or suspects abuse. Participants will have the opportunity to contribute via activities designed to help attendees understand the difference...

March 19, 2020

As we all navigate the uncertainties of COVID-19 and the inevitable economic fallout, our clients are going to need our support and guidance. Join Lisa Kirchenbauer, CFP®, RLP®, CeFT® as she helps us practitioners understand what clients really need to hear right now, and how we can prepare ourselves to...

March 19, 2020

  What do you do if your client is a victim of financial elder abuse?  What if your client is the perpetrator of financial elder abuse?  These are just a couple of many possible ethical challenges a financial counselor, planner, or advisor might encounter in their career.  Even with the best intentions,...

March 10, 2020

This free summit is designed to allow educators to share their best teaching tools, methods and curriculum along with learn up-to-date research, best practices, and the insights and expertise of financial education leaders. Via interactive presentations, plenary sessions and small workshops we will focus on these key objectives: What would...

March 03, 2020

Presenter Axton Betz-Hamilton will speak from her professional experience as a child identity theft researcher and personal experience as a victim in this webinar. The focus of this webinar will be repairing the damage inflicted on to victims of child identity theft. Presenter: Dr. Axton Betz-Hamilton, AFC®

February 19, 2020

What do game shows, opinion cards, and Button Budgets have in common?  They’re all ways to make financial literacy fun!  This interactive webinar will explore a variety of different methods and tools to engage participants in financial education.  Be sure to bring your own ideas and suggestions! Presenter: Sheena Parrish,...

February 07, 2020

Finding financial literacy content is easy – learning how to teach it can be hard.  This webinar will offer a how-to guide to classroom management, creating an ideal learning space, and audience-specific teaching, with a focus on practical tips and tricks that anyone can use to bring higher engagement and...

February 07, 2020

Speakers from the VA Home and Community Base Programs and Specially Adapted Housing offices will speak about the programs the VA offers to veterans who need assisted living, in-home care, or adaptations to their homes to meet their health care needs. Presenters: Dayna Cooper and Jason Latona

February 06, 2020

Have you felt uncertain or confused when looking at a credit report? Join CBA's training on Reading and Understanding Credit Reports. The course will cover the following topics: Lesson 1: Understanding Different Types of Credit Reports Lesson 2: Access to Credit Reports and the FCRA Lesson 3: Where does Credit...

February 06, 2020

The workshop is designed to help financial coaches and counselors 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 with an opportunity to learn from each other and credit experts about the growing field...

February 06, 2020

June 17, June 24, July 1, and July 8 2 - 4 pm ET In our 7th annual Credit Building Symposium, Credit Builders Alliance will be exploring “Credit Building in a New Decade”, highlighting the challenges, innovations, and solutions that must be addressed to ensure equitable access to credit and asset...

February 06, 2020