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Practicing Reflection

SUBSCRIBE NOW About this episode (Season 1, Episode 6) In this episode, Jessica and Bob take some time to reflect on 2020 and look forward to 2021, sharing some of the questions they find most helpful for reflection and their answers to those questions. Special thanks to Nathan Grimm, who...

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. 

The 2020 Dietary Guidelines for Americans – New Revisions and Uses

Every 5 years, the government publishes the Dietary Guidelines for Americans (Guidelines). This webinar discusses the process used to develop the 2020 Guidelines, examines how recommendations have changed since the 2015 edition of the Guidelines, and explores what the changes might mean for your family and your clients.

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.

Preparing for Disasters during a Pandemic

This webinar addresses the unique planning and preparations necessary when families experience multiple disasters and hazards simultaneously.