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Tagged With "Checkup"

Blog Post

Give Your Clients a Financial Checkup

Selena T Garrison ·
A financial check-up is as important as an annual physical with a doctor. Like a medical exam, a review of someone’s personal finances can identify steps to improve “financial fitness” and screen for potential problems.
Blog Post

Supporting Military Couples

Anita Harris Hering ·
Webinar series November 2021- May 2022 Military couples and families experience unique challenges with frequent relocation, deployment, and reintegration. Strong military couple relationships require an investment of time and effort and are vital in maintaining mission and family readiness. This webinar series shares research on the impact of military life on families, as well as tools and resources for service professionals to assist military couples and families in strengthening...
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Re: The Relationship Checkup: Support for Military Couples

Aaron Weibe ·
Automated message: Thanks for sharing this event! If you can, please remember to update this listing after your event with a link to the recording. You can do that by coming back to your event here in Connect Extension, clicking "Manage Event" and then "Edit Event." From there, I suggest adding the words "Recording Available Here" to the top of your event and linking out to the recording. Example: Recording Available Here Thanks for helping us make this an awesome archive of resources for...
Blog Post

A One Hour End-of-Year Financial Checkup

Selena T Garrison ·
Like a medical exam, a review of clients’ finances can identify strategies to improve their “financial fitness” and screen for potential problems, such as a high debt-to-income ratio. This article features 10 diagnostic tools to assess the strengths and weaknesses of a client’s financial situation that can be reviewed in a one-hour appointment.
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