Personal Finance

The Personal Finance team offers 1.5 continuing education units participants for live and recorded personal finance webinars.

You can search upcoming or archived webinars by date or topic

Upcoming Personal Finance Webinars

RSVP to attend upcoming webinars

• 2023 Tax Updates: What Service Providers Need to Know

  Tue February 21st: 11:00 am-12:30 pm EST

• Fundamentals of Mutual Funds

  Tue March 28th: 11:00 am-12:30 pm EDT

• Helping Clients Inflation-Proof Their Budget

  Tue April 11th: 11:00 am-12:30 pm EDT

Recently Archived Personal Finance Webinars

• Retirement Benefit Basics: The DoD Survivor Benefit Plan

  Tue January 31st: 11:00 am-12:30 pm EST

• 2022 Personal Finance Year in Review

  Tue December 6, 2022: 11:00 am-12:30 pm EST

• Financial Risk Management for Military Families

  Tue October 18, 2022: 11:00 am-12:30 pm EDT

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

  Tue September 13, 2022: 11:00 am-12:30 pm EDT

• Special Needs Trusts & ABLE Accounts

  Wed August 24, 2022: 11:00 am-12:00 pm EDT