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 […]

Do you know what a STEEPLE analysis is? Brandy Baxter will teach you this advanced technique to identify potential disruptors, so you can glean insights that will help you position your business for the future. Brandy will also discuss some low-cost, useful tools that can help you strengthen your private practice. Ask us anything! Beginning in 2020, the last 10 minutes of […]

Approved for 1.50 CEUs for AFCPE® Certified Professionals This webinar begins with a discussion of the basics of Long Term Care insurance options, facilitated by Dr. Michael Gutter. Then Mr. Kevin Friel of the VA Aid & Attendance office covers the long-term care support programs available to Veterans. Presenters: Dr. Michael Gutter and Mr. Kevin Friel

Approved for 1 CEU for AFCPE® Certified Professionals This course offers a brief overview on FDIC deposit insurance coverage. The course will include examples demonstrating general principles for becoming eligible for FDIC deposit insurance coverage, an understanding of what products offered by a bank are FDIC insured, what you need to know to determine if your prepaid card is eligible for FDIC deposit […]

Approved for 1 CEU for AFCPE® Certified Professionals Free for AFCPE Members and $50 for Non-Members This webinar will provide an overview of changes in the tax code that will be in effect for the 2019/20 filing season, with an emphasis on the Tax Cuts and Jobs Act. We will also discuss how these changes affect a client’s plan for tax […]