Magellan Federal Personal Financial Counseling Symposium

October 2025 Non-Medical Counseling Symposium

 

2026 Magellan Federal Personal Financial Counseling Symposium

We are pleased to offer our first Personal Financial Counseling Symposium highlighting best practices and interventions specific to the financial counseling support of military communities. From Apr. 27-30, free live webinars will be facilitated by certified financial counseling professionals to share best practices on a variety of financial counseling topics. Participants have the opportunity to receive continuing education credits from AFCPE, CFP board, and the American College of Financial Services during this week-long showcase of Magellan Federal’s expertise in providing personal financial counseling for the military community.

Certificates of completion will be issued to participants who attend webinars by clicking their individualized unique link connected to their webinar registration.

 

Live Webinar Events

Military Life and Financial Trauma: Impacts and Interventions

This session is designed to help financial counseling professionals better understand how trauma can show up in financial behaviors, particularly within military and military-connected communities.

Monday, April 27

10:00 AM–11:15 AM ET
(9:00–10:15 CT, 8:00–9:15 MT, 7:00–8:15 PT)

Click to Register


Wednesday, April 29

2:30–3:45 PM ET
(1:30–2:45 CT, 12:30–1:45 MT, 11:30–12:45 PT)

Click to Register

The Growth Conversation: Listening and Communication Skills That Lead to Client Transformation

This session is designed to help financial counseling professionals better understand how active listening, communication and mind-set shifts can benefit your clients.

Tuesday, April 28

11:00–12:15 PM ET
(10:00–11:15 CT, 9:00–10:15 MT, 8:00–9:15 PT)

Click to Register


Thursday, April 30

1:30–2:45 PM ET
(12:30–1:45 CT, 11:30–12:45 MT, 10:30–11:45 PT)

Click to Register

Advanced Military Populations: A Deep Dive into the Financial Considerations of Military Spouses, Service members Stationed Overseas, and National Guard & Reserve Components

This session is designed to help financial counseling professionals better understand the financial considerations of Military Spouses, Service members overseas, and National Guard and Reserve Components.

Monday, April 27

2:30–3:45 PM ET
(1:30–2:45 CT, 12:30–1:45 MT, 11:30–12:45 PT)

Click to Register


Wednesday, April 29

11:00 AM–12:15 PM ET
(10:00–11:15 CT, 9:00–10:15 MT, 8:00–9:15 PT)

Click to Register

Financial Considerations for Exceptional Family Members of Military Service Members

This webinar provides knowledge and tools to understand military families who are navigating the financial considerations of caring for an exceptional family member. Participants will learn about common benefits, identify risks and concerns, and supporting Service members through building plans that ensure long-term financial stability.

Tuesday, April 28

1:30-2:45 PM ET
(12:30–1:45 CT, 11:30–12:45 MT, 10:30–11:45 PT))

Click to Register


Thursday, April 30

9:30–10:45 AM ET
(8:30–9:45 CT, 7:30–10:15 MT, 6:30–7:45 PT)

Click to Register