Helping Clients Prepare for Tax Season

Webinar / Online Meeting Online Meeting

Helping Clients Prepare for Tax Season Tax season can be tough for both counselors and clients.  This webinar will focus on how you can help your clients prepare for tax season, including the questions you will want to ask your clients before meeting, the documentation clients will need to gather, and filing options for different income levels.  In addition, we’ll […]

December Member Meet Up: Making the Most of the Your Member Benefits

Webinar / Online Meeting Online Meeting

December Member Meet Up: Making the Most of the Your Member Benefits AFCPE's Member Engagement Coordinator, Amy Smith, will be walking through the new platform so you can make the most out of your member benefits! This session will be recorded.

FPA Connect: Understanding Cryptocurrency and Other Digital Assets

Webinar / Online Meeting Online Meeting

FPA Connect: Understanding Cryptocurrency and Other Digital Assets Educating about digital assets requires an understanding of the underlying technology. What are they? How do they work? And, what new risks do they present? It also requires applying the traditional lessons of risk management, diversification, rebalancing, counterparty risk, liquidity risk, fraud risk, etc. Join Dan Rutherford from the Commodity Futures Trading […]