AFCPE Education

The Personal Finance Seminar for Professionals is an annual program coordinated by the Financial Wellness Team within University of Maryland Extension. The objective is to provide relevant financial information and resources via a virtual environment to financial educators, financial professionals, and financial counselors.

Most Americans begin their financial journey later than they’d like—saving, investing, and planning for retirement only after a wake‑up moment filled with regret or shame. But late starters aren’t doomed. Many already possess overlooked strengths, and you’re uniquely positioned to help them harness those advantages and accelerate their progress. In…

The Financial Therapy Association (FTA) is proud to host its 2026 Annual Conference in Austin, Texas from June 4–6, at the Hyatt Regency. This year’s theme is “The Future of Financial Therapy: Where Empathy Meets Innovation."

When a client asks about "putting their money to work," it is common for financial counselors to feel a sense of hesitation. Many professionals shy away from the topic because they feel just as much uncertainty as their clients do. However, providing education on the mechanics of building wealth is…

Many individuals and families manage finances on a single income, whether due to caregiving responsibilities, life transitions, or household structure. These households often face unique pressures—including competing priorities, limited margin for error, and the emotional weight of being the sole financial decision-maker. In this webinar, Shane Walker will explore how…

Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life. This webinar reveals groundbreaking new research showing the measurable value of using personalized lifespan projections to optimize retirement income strategies, improve client outcomes, and strengthen advisor-client trust. In this session, K. Jeremy Ko, PhD…