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Ethical Considerations During Challenging Times

Calls to action for social justice, COVID-19, and political distress have strained American families. Financial practitioners may be encountering new situations that require ethical guidance.

In this webinar, Dr. Michael Gutter discusses circumstances related to current events that require ethical guidance. 

Financial Preparedness is Disaster Preparedness

Financial preparedness is an important part of disaster readiness. When disasters occur, an emergency savings fund can be one of the primary resources to handle natural disasters and jumpstart recovery.

Celebrating (or at least dealing with) Failure

In this episode, Jessica and Bob discuss the idea of "celebrating failure." While we know a healthy attitude towards failure can make us more innovative, failing still feels bad. How can we deal with those feelings and develop a practice helps us deal with failure? Jessica and Bob share some of their ideas.

Warm Collaboration

In this episode, we explore the concept of warm collaboration. In Nora Bateson and Mamphela Ramphele's article "Finding a Way," warm collaboration and warm data are important parts of an approach to environmental and social change centered in relationship. These concepts offer a way of seeing the world that draws on complexity, instead of seeking to simplify. They show us a way of thinking in which people are not numbers and a way of working together in which people are not roles.

Helping Military Consumers Avoid Scams and Navigate Finances

Military consumers are still being targeted for COVID and other imposter scams. This webinar will equip participants with the skills to identify these types of scams and warn clients of red flags. Additionally, this webinar will address the process for reporting fraud and consumer complaints through the Federal Trade Commission (FTC).