Upcoming Events

As the new year begins, setting fresh goals or revisiting old ones can feel overwhelming. Join us to explore behavioral science and learn how to apply simple, empathetic strategies in client conversations. Your clients will be better equipped to develop strategies, overcome challenges, and stay motivated—all year long. Plus, these…

Many U.S. workers have tax-deferred retirement savings accounts such as traditional IRAs, SEP-IRAs, and qualified employer retirement savings plans (e.g., 401(k)s, 403(b)s, 457s, and the Thrift Savings Plan). Many of these accounts are started with the assumption that one’s marginal tax bracket will be lower in later life than during…

The Psychology of Money explores how money moves around in an economy and how personal biases and the emotional factor play an important role in our financial decisions, as well as how to think more rationally and make better decisions when it comes to money. Financial professionals gain knowledge on…

Military service providers frequently see concerns such as high credit card balances, multiple loans, and the stress associated with significant debt levels. Those in debt often feel overwhelmed and unsure of where to start. PowerPay, a free tool developed by Utah State University Extension, is available to service members, their…

Get your questions answered! If you have any questions for our presenter, please email them to oneoppersonalfinance@gmail.com by Tuesday, January 21, 2025. Learn the answers to your questions during the live webinar on Tuesday, February 11, 2025. About This Webinar Whether stationed domestically or overseas, or serving on active duty…

Working with clients who receive U.S. tax documents is a common scenario for many financial professionals. This webinar, led by Maggie Klokkenga, CFP®️, AFC®️, CPA, will equip you with the tools to guide clients on what tax forms they should expect, when they’ll receive them, and how to manage them…