This session highlights key ethical principles that support responsible and professional financial counseling. Attendees will explore practical considerations and real-world situations to help strengthen judgment, boundaries, and client trust.
This session provides an overview of key considerations in serving veterans and supporting clients preparing for retirement. Attendees will explore foundational insights for both areas, helping counselors better understand the […]
This session offers an introduction to the Counseling in Action software and how it supports the financial counseling process. Attendees will learn how the software streamlines session flow, enhances client […]
This session highlights Jeannie, creator of MyHipHopFit, and her wellness approach that blends mindset, movement, and self-care. Drawing from her work in fitness and personal empowerment, she offers practical ways […]
This session, led by Andrew Weber, takes a practical look at private student loans and how they fit into a client’s overall financial picture. Attendees will gain a clearer understanding […]
This session explores the patterns and emotions behind over shopping and how they impact financial wellness. Janera shares insights to help counselors better understand client behaviors, identify triggers, and support […]
Join us for an informative session on Federal Student Loans with presenter Carter Davis from Hope Hero. As CEO of Hope Hero Las Vegas, Carter Davis leads a student loan […]
