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 unique needs and resources relevant to veterans, as well as the core principles involved in effective retirement planning.

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 engagement, and helps counselors create effective, goal-driven action plans.