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Past Webinar

Helping Clients Overcome Money Shame and Financial Trauma

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June 18, 2024 | Not opening mail, overspending, and avoiding debt collectors can be more than just irresponsible behavior. For many, these behaviors are rooted in financial trauma that goes back generations.  Overcoming this trauma, and the shame that often co-exists, can be difficult…

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Helping Older Americans Navigate Fraud

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April 19, 2024 | Fraud is at a crisis level in the United States, resulting in the theft of billions of dollars from victims each year with little chance of restitution or justice. While fraud affects all demographics, the impact on older …

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Navigating Finances with Valor: Financial Planning Insights for Military Clients

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February 21, 2024 | As military members transition from service to civilian life, many carry the weight of experiences that significantly impact their well-being, including their financial wellness. Accruing debt is often the norm post-military service …

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Pro Bono Financial Planning for Military Personnel, Veterans and Families

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January 18, 2024 | Service members, veterans, and their families face unique financial circumstances during and after military service. While benefits for active personnel – regular paydays, free healthcare, and housing allowances

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Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events Copy

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December 14, 2023 | Pro bono financial planning often requires serving clients who are facing life-disrupting events. During these engagements, advisors must walk with their clients for …

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Helping Clients Navigate High Consumer Debt

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October 26, 2023 | Between the high cost of everyday items and college education, individuals and families are taking on debt to make ends meet – in fact, the average household debt was $101,915 as of the end of 2022 …

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Introduction to Diversity, Equity, and Inclusion for Volunteer Financial Mentors

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August 23, 2023 | Pro-bono clients served by CFP® professional volunteers come from diverse backgrounds and socio-economic statuses. In all aspects of financial advising, planning, and counseling, being …

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FFP Special Donor Webinar | The Impact of Your Gift: Bringing Pro Bono Service to Life

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July 27, 2023 | FFP hosted a live webinar to celebrate the pro bono clients and advisors at the heart of our work. Attendees heard first-hand stories, gathered insights, and learned more about …

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Helping Clients Navigate Public Benefits and Social Services

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June 6, 2023 | Navigating public benefits is a challenge for many Americans. Equipped with the right knowledge and know-how, CFP® professionals can help make the process a little easier for their pro bono clients …

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How to Start a Pro Bono Financial Planning Program

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June 10, 2021 | CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous education, training, and ethical standards and are committed to serving their clients’ best interests to prepare them for secure financial futures. Their expert assistance can help …

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Using Financial Counseling Skills to Better Serve Pro Bono Clients

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April 1, 2021 | CFP® professionals can advise clients on complex financial matters such as financial planning, taxes, and retirement while an advisor with an AFC® designation focuses more on assisting clients with everyday financial challenges and spending habits. This webinar will explore the ways in which …

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Using Financial Empathy to Help All Clients Achieve Financial Well-being and Empowerment

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August 7, 2020 | Race, ethnicity, and gender play a significant role in how consumers interact with the financial services industry. This webinar explores financial well-being across a diverse set of identity groups and discusses the how financial planners can use financial empathy …

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Public Benefits & Other Social Services: What Pro Bono Advisors Need to Know

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May 20, 2020 | This webinar provides a comprehensive overview of public benefits and social services, including: detailed explanations of entitlement and welfare programs such as Social Security Disability Insurance and SNAP, eligibility criteria, and how to apply …

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