Did you know? There are more than a dozen AFCPE task forces with opportunities for leadership and involvement. Share your skills and expertise, develop your communication and leadership skills, and expand your network – these are all great benefits of serving on a task force. Your voice matters. Join us on Tuesday, January 7 at 12 PM ET for a […]

Leaving full-time employment, particularly in later life, often requires a 180 degree turn in both mindset and behavior from the way people managed their time and money previously.  Whether someone is "flipping the switch" from full time work to retirement, or using the "dimmer switch" to phase into retirement, there are a myriad of life changes that need to be […]

Tax reform from 2018 is still bringing changes to filings in 2020. Get a jump start on understanding new processes, forms, allowances, deductions, and tax withholdings for retirees. This webinar will also cover continued changes from the 2018 Tax Cuts and Jobs Act. Of particular interest to our webinar audience will be the discussion of legislation that impacts changes to […]

From the internet to Google, Smart Phones, Amazon, Artificial Intelligence, and the Millennial Movement, life is changing at the speed of light.  How do we stay relevant, sensitive and in-tune with the changing trends and challenges our clients face?  In this webinar, we’ll look at how can we best grow and evolve with our clients’ changing needs, without losing ourselves. […]

Have you felt uncertain or confused when looking at a credit report? Join CBA's training on Reading and Understanding Credit Reports. The course will cover the following topics: Lesson 1: Understanding Different Types of Credit Reports Lesson 2: Access to Credit Reports and the FCRA Lesson 3: Where does Credit Report Information Come From? Lesson 4: Reading the Report, Part […]