Live Programs

This event covers recent tax changes that impact your client’s finances. Specifically, this webinar addresses the tax implications of stimulus checks, unemployment, the increase to standard deductions, changes to key provisions for popular tax credits, contribution limits and income thresholds for retirement accounts like IRAs and 401(k)s, increases in other…

Are you worried about the line between investment advice and investment education?  This webinar will cover some common examples of investment questions that AFCs might face, including how to stay on the right side of the education/advice line.  We'll also discuss disclaimers and other ways to protect yourself when educating…

The most important part of estate planning is the plan.  This webinar will review basic estate planning documents and objectives, including ways to cut costs for those who are planning on a tight budget.  We’ll also cover some common estate planning mistakes and how to avoid them. Presenter: Mark Prendergast,…

Whether you are just starting out, are dabbling part-time, or you consider yourself a private practice expert, join us for small group chats to discuss what's working and what isn't. Bring your coffee or your lunch. Continuing Conversations is a fun, relaxed way to get to know, and learn from,…

With NEFE's retirement of CashCourse, many members of AFCPE are searching for resources to use at their institutions. Western Michigan University recently developed a web-based prototype that addresses some the big financial planning concerns of young Americans: https://cashncareers.org/ Motivation for this tool was presented at the 2019 AFCPE Symposium and the resulting paper titled…

Americans can be grouped into three categories with respect to the impact of the COVID-19 pandemic on their finances: •    Reduced income and struggling •    Stable income but anxious •    Increased income with opportunities No matter what category you fall into, there are actions steps you can take to improve…