Calendar of Events
M Mon
T Tue
W Wed
T Thu
F Fri
S Sat
S Sun
0 events,
0 events,
0 events,
2 events,
Taxes: What’s New?
Taxes: What’s New?
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 […]
Coaching Essentials: February 2020 – Day 2
Coaching Essentials: February 2020 – Day 2
February 13 & 27, 2020 1:00 - 6:30 PM ET This is a 2-day event. Pre-Registration is required. We meet you where you are – supporting your professional development on your terms. You may already have a strong financial foundation and want to add coaching skills to your toolbox or maybe you hold a coaching certification and want financial specific coaching […]
0 events,
0 events,
0 events,
0 events,
1 event,
Member Meet Up: Leveraging Technology to Help with Student Loan Repayment Planning
Member Meet Up: Leveraging Technology to Help with Student Loan Repayment Planning
Total student loan debt is projected to be over $2 trillion by 2023. LoanBuddy offers software tools for counselors who are assisting individuals with student debt repayment planning, including calculating the options for different federal income-based repayment plans and tracking Public Service Loan Forgiveness payments. AFCPE Members get a free one month trial and 50% off the monthly fee. Join […]
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
Understanding Long-Term Care: Extended Care and Housing
Understanding Long-Term Care: Extended Care and Housing
Speakers from the VA Home and Community Base Programs and Specially Adapted Housing offices will speak about the programs the VA offers to veterans who need assisted living, in-home care, or adaptations to their homes to meet their health care needs. Presenters: Dayna Cooper and Jason Latona
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
FPA Connect: Preparing for Challenging Ethical Situations
FPA Connect: Preparing for Challenging Ethical Situations
What do you do if your client is a victim of financial elder abuse? What if your client is the perpetrator of financial elder abuse? These are just a couple of many possible ethical challenges a financial counselor, planner, or advisor might encounter in their career. Even with the best intentions, it can be hard to handle these types of situations […]