Live Webinars
Our clients (and we) don’t do a good job of spending money in a way that increases quality of life. Join Matt Goren PhD CFP® to learn a simple, practical, and empirically-…
Join personal finance educator Brian Page for an engaging webinar designed to empower financial advisors with strategies and tools for couples to discuss the day-to-day management…
Join Clay Raterman, co-founder of Fina, for a look at their budgeting tool that has a very user-friendly design. If you and/or your clients use budgeting tools, OR hope to use…
Join us for an enlightening session with personal finance expert Rachel Murphy for a thorough review of the pros and cons of leading personal finance apps, a.k.a. "Budgeting Tools…