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Continuing Education Credit: CPFE

Social Security & Disability 101

In this webinar participants are provided important information about the basics of the SSDI and SSI programs and the application process.

Special Needs Trusts & ABLE Accounts

Explore the effectiveness of ABLE accounts versus special needs trusts in maintaining eligibility for needs-based government benefits, avoiding Medicaid paybacks, providing alternatives to guardianships, and offering long-term financial strategies for families wishing to provide for loved ones with special needs.

Military Home Buying Basics and VA Loans

Prepare to support Service members as they consider their housing options by attending this webinar. Sharpen your military home buying basics including evaluating the household budget, reviewing a credit report, explaining how to qualify for a home loan, and understanding the VA home loan benefit.

Free

Helping Military Families Understand the True Cost of Convenience

Buying a candy bar or sports drink at the gas station or an impulse purchase at the grocery store are common examples of spending leaks—dollars unintentionally spent. Meal delivery services are another example of a significant spending leak, with Americans spending an estimated $26.5 million per year on food delivery, including the hidden costs of food delivery that can add 36% to the bill.

Free

2023 Personal Finance Year in Review

The ninth annual OneOp Personal Finance Year in Review webinar summarizes legislation and events that have impacted military personal finances during 2023 and trends that will continue to impact finances in the years ahead. Explore the results of noteworthy personal finance research studies that were published in 2023, financial events...

Free

2024 Tax Updates: What Service Providers Need to Know

Tax laws can undergo changes in response to economic and societal factors. Given this, service providers play a crucial role as primary sources of guidance for service members. Staying well-informed ensures adherence to the latest tax regulations and helps identify strategies for tax savings. This includes leveraging deductions, tax credits,...

Free

The ABCs of Disability Benefits: Your Guide to SSDI & SSI in 2024

What happens when you’re not able to work for an extended period of time due to a medical condition? What about a child dealing with an issue that impairs her/his day-to-day function? Social Security may be able to help! The Social Security Administration oversees two disability-centric initiatives: Social Security Disability...

Free

Supporting Military Families in the Artificial Intelligence Era

Artificial Intelligence (AI) can provide valuable assistance to family service providers in various ways, enhancing their ability to offer support and improve outcomes for their clients. Explore AI as a tool for family service providers to increase efficiencies, creativity and engagement in their work with military families. While AI can...

Free

Securing Tomorrow: Navigating Social Security Retirement & Survivor Benefits

Social Security retirement benefits provide financial support to individuals who have worked and contributed to the Social Security system. The amount of the retirement benefit is based on factors such as the individual's earnings history and the age at which they choose to claim benefits. Survivor's benefits are designed to...

Free

Mind and Money: Connecting Mental Health and Financial Well-Being

This webinar establishes the connection between financial and mental health, addressing its relevance for individuals, couples, and families. We explore how emotional well-being influences financial choices, as well as the reciprocal impact of financial decisions on emotional state. Stress, anxiety, and guilt can all impact money management and family financial...

Free