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Upcoming Events

June 2026

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…

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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…

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This comprehensive webinar equips financial counselors with the knowledge and confidence to effectively support service members and their families throughout the military lifecycle. Participants will gain a deep understanding of the unique financial systems, benefits, and challenges within the military environment and culture—from basic pay and allowances to deployments, PCS…

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July 2026

This webinar educates financial service providers on the Federal Trade Commission’s role in military consumer protection. For over ten years, the FTC’s Military Consumer initiative has fought to stop fraud against military consumers through enforcement and consumer education. Learn about free print, digital, and media resources to add to your…

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November 2026

November 17

Your community. Your passion. Your impact. Gain new knowledge, open your mind to new perspectives, and exchange best practices with individuals committed to helping people achieve financial well-being.   Join us in D.C. Metro or virtually at ExperienceAFCPE2026. Tuesday, November 17th through Thursday, November 19th 2026  Membership Rate Professionals: $599 Students: $325 Standard Rate Professionals:…

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