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Continuing Education Credit: AFCPE

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.

Retirement Benefit Basics for Active Duty, Guard, and Reserve Components

Gain a solid understanding of retirement benefits available to the Total Force, in this webinar for Personal Financial Managers (PFMs) and other service providers working with military families. Upon completion of this webinar, service providers will be able to: Identify similarities and differences in retirement benefits between components

Financial Risk Management for Military Families

Insurance is a critical component of economic security for military families. This webinar for Personal Financial Managers and other service providers introduces important coverage and considerations for risk management, including:

Homeowner’s Insurance
Renter’s Insurance
Auto Insurance
Umbrella Policies

2022 Personal Finance Year in Review

The eighth annual OneOp Personal Finance Year in Review webinar describes legislation and events that have impacted military personal finances during 2022 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 2022, military-specific financial events, and a preview of announced changes related to income, estate taxes and Social Security for 2023.

Social Security Benefits in 2023

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

Free

Social Justice and Military Families

The final course of the 2022 Academy series addresses the specific work of social justice advocacy among family service providers, in the context of military families and their health and well-being.

Fundamentals of Mutual Funds

This webinar overviews mutual fund fees, taxes, performance, and special considerations essential to make informed investing decisions. Learn about the pros and cons of mutual fund characteristics, types of mutual funds, and how they differ from a stock or exchange-traded fund (ETF) so that you can best inform your clients!

Free