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ASEC Partner Updates
AAII WASHINGTON DC METRO CHAPTER EVENT: "FACTOR-BASED INVESTING INSPIRED BY WALL STREET GREATS"
May 17, 2017. This meeting will focus on the factors used by Buffett, Lynch and other investors in analyzing stocks; how integrated factor models are built and utilized in actual money management products; and how to diversify between various factor-based approaches.
CFPB'S PLANNING FOR RETIREMENT TOOL
May 17, 2017. CFPB's Planning for Retirement: Before You Claim tool. The tool gives a rough estimate of your benefit amount, but focuses on how your benefit amount is impacted based on the age you claim.
CFPB FINANCIAL EDUCATION EXCHANGE EVENT
May 16, 2017. Learn about tools and resources you can use, share your successes and challenges, and hear from others who work in financial education.
NDI REPORT ON THE FINANCIAL STATUS AND BEHAVIOR OF PEOPLE WITH DISABILITIES
April 24, 2017. The National Disability Institute will host an event at the National Press Club on April 25th to release a groundbreaking report on the banking status and financial behavior of adults with disabilities.
RACE AND FINANCIAL CAPABILITY IN AMERICA: UNDERSTANDING THE NATIVE AMERICAN EXPERIENCE
April 11, 2017. FINRA and First Nations Development Institute publish the nation's most comprehensive analysis of the financial capability of American Indian/Alaska Natives, including the financial behavior, attitudes and knowledge of Native people.
NATIONAL SOCIAL SECURITY MONTH
April 11, 2017. Social Security Launches First "National Social Security Month" in April.
OPERATION HOPE LIVESTREAM EVENT
April 10, 2017. Come by the Operation HOPE Inside SunTrust NW DC office Wednesday, April 12th for our premiere live streaming event of the first ever digital forum on Silver Rights and financial literacy.
FSR PANEL DISCUSSION ON WHY MEDIA MATTERS IN FINANCIAL LITERACY
April 7, 2017. Join the Financial Services Rountable in recognition of National Financial Literacy Month and learn how FSR members are using various media in their financial literacy programs..
SUZIE ORMAN TO SPEAK DURING NATIONAL SOCIAL SECURITY MONTH
March 22, 2017. The SSA presents a national conference call with personal finance expert Suze Orman as she shares her tips on communicating with the public about financial literacy and discusses the importance of Social Security to every person's financial plan. Wednesday, April 19 from 2:00 - 3:00 p.m. ET.
2017 FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP
February 28, 2017. Applications for the 2017 FINRA Investor Education Foundation Military Spouse Fellowship Program open March 1. The program provides up to 50 military spouses with the education necessary to earn the AFC (Accredited Financial Counselor) certification and enter the financial counseling career field.
AII MEETING FEATURING SPEAKER BOB PUGH: REGISTRATION AND LOGISTICS
February 9, 2017. AAII Washington DC Metro Chapter presents "Creating a Fixed-Income Safety Net For Your Portfolio" on February 18, 2017.
PROMOTE GOOD SAVINGS BEHAVIOR BY PARTICIPATING IN AMERICA SAVES WEEK 2017!
January 5, 2017. America Saves provides links to materials to help support America Saves Week from February 27 - March 4, 2017.
NOMINATIONS FOR FINRA'S KETCHUM PRIZE
November 28, 2016. The FINRA Foundation invites nominations for the Ketchum Prize for outstanding service and research to advance investor protection and financial capability. Nominations are due March 1, 2017.
November 10, 2016. The District of Columbia Financial Literacy Council (DCFLC) will hold a meeting on November 17. RSVP information and agenda items are included.
SIGN UP FOR AMERICA SAVES WEEK 2017
November 8, 2016. America Saves announces the link to sign up for America Save Week: February 27 - March 4, 2017.
DURING OPEN ENROLLMENT, BE OPEN TO RETIREMENT SAVING OPPORTUNITIES
October 26, 2016. A new savings-related article focusing on Open Enrollment and retirement saving opportunities has been uploaded to the FINRA site.
FINRA CONFERENCE ON THE STATE OF FINANCIAL FRAUD IN AMERICA
October 12, 2016. FINRA Investor Education Foundation and the Stanford Center on Longevity announce the Financial fraud research conference and discussion.
AAII PROMOTES TREASURY myRA PROGRAM
July 17, 2016. The DC Metro Chapter of the American Association of Individual Investors promoted the new Treasury program developed to remove common barriers to saving and to give people a simple, safe, affordable saving option.
FINRA FOUNDATION ANNOUNCES RELEASE OF 2015 NFCS
July 12, 2016. FINRA Investor Education Foundation and the Global Financial Literacy Excellence Center released the 2015 National Financial Capability Study, which is aimed at monitoring and better understanding financial capability in America.
AAII DC METRO JULY 2016 MEETING ANNOUNCEMENT
July 8, 2016. Learn the three essential skills required to sell call and put options in a low-risk manner at the July 16 meeting of the American Association of Individual Investors DC Metro Chapter Meeting.
DEMYSTIFYING SOCIAL SECURITY SUMMER ACADEMY
July 7, 2016. The National Academy of Social Insurance hosting a day-long seminar, Demystifying Social Security, designed to give interns and young professionals an opportunity to learn more about Social Security.
AFCPE HOSTS WEBINAR FOR COACHING PROGRAM
July 7, 2016. Learn how to earn the Association for Financial Counseling & Planning Education financial coach certification. The certification program is designed to provide skills and techniques to help improve client coaching.
WISER FORUM IN JUNE ON MILLENNIAL PERSPECTIVE
May 16, 2016. The annual WISER Forum, to be held June 28, will include the millennial perspective to provide an intergeneration discussion on retirement solutions.
AII PRESENTS FINDING A STOCK WINNER
May 2, 2016. The DC Metro Chapter of the American Association of Individual Investors to host a seminar on using computerized stock screening systems and reducing a large group of stocks into prospects that match your investment style.
FLEC SEEKS COMMENTS ON 2011 STRATEGY UPDATE
April 14, 2016. The Financial Literacy Education Commission is seeking public comments on its proposed National Strategy Update, specifically as it reflects current research and practice and if any other elements should be included.
AII PRESENTS MONEY SMARTS TALK
April 13, 2016. The DC Metro Chapter of the American Association of Individual Investors to host a seminar on financially thriving throughout your life with observations and suggestions from Jonathan Pond.
CFTC ANNOUNCES SMARTCHECK WEEK
April 8, 2016. The Commodities Futures Trading Commission held its annual SmartCheck Week designed to encourage individuals to check the backgrounds of their financial advisors at least once a year.
CFPB ANNOUNCES NEW MONEY AS YOU GROW RESOURCE
March 17, 2016. The Consumer Financial Protection Bureau released the new Money As You Grow Resource designed to give parents and caregivers tools to help teach their children healthy money habits.
FTC CHANGES IDENTIFY THEFT PROGRAM
February 26, 2016. The Federal Trade Commission announces enhancements to https://www.identitytheft.gov/, the federal government’s free one-stop website to help people fix problems caused by identify theft.
15-WEEK AMERICA SAVES CHALLENGE BEGINS FEB. 21
February 23, 2016. The Cooperative Extension at Rutgers University launched a savings challenge designed to incentivize Americans to save $300 in 15-weeks.
NEW RESOURCE FOR BUYING MUNICIPAL BONDS
February 22, 2016. The Municipal Securities Rulemaking Board (MSRB) has produced a new resource to help investors when they want to buy or sell municipal bonds - Ways to Buy Municipal Bonds.
SOCIAL INSURANCE ACADEMY HOSTS TWITTER CHAT
February 18, 2016. The National Academy for Social Insurance hosts a Twitter chat on issues such as retirement saving strategies, Social Security and advantages of waiting to take benefits. #ItPays2Wait
WISER SPONSORS iOME (I OWE ME) CHALLENGE
February 16, 2016. The iOme challenge invites student teams to write an essay and produce a video on the impact of financial security in retirement and the larger issue of its effect on society’s economic wellbeing.
TAX TIME IS A GREAT TIME FOR SAVING WITH myRA
January 19, 2016. Learn how the U.S. Treasury Department is helping individuals save for retirement during the tax season with their myRA program.