Being a great financial counselor means knowing our limits and having a strong referral network to help clients meet their needs. Whether it be legal help, tax help, or even marriage counseling, creating a referral network is easier said than done, especially when best practice is to provide three recommendations for each referral. Join us on June 1st as Katie […]

Debt, collections, charge offs, payment plans, settled, paid in full, judgments, public records. There are so many terms related to debt that are important to know and understand as we walk with participants along their financial journey. In this session, Credit Builders Alliance will define and share how different types of debt are reflected on the credit report and how […]

This webinar will provide an overview of the Continuous Evaluation process (CE) and the Department of Defense (DoD) Consolidated Adjudications Facility’s (CAF) adjudicative process. DCSA’s Vetting Risk Operations Center (VROC) is growing as the department and continues to enroll more cleared individuals into Continuous Evaluation (CE). The VROC currently oversees CE across the entire Department of Defense (DoD), as well […]

This webinar will review government benefits for individuals with disabilities and then explore ABLE accounts: when do they make sense, when don’t they make sense, and how you should be using and talking about them. Presenter: Andrew Komarow Andrew Komarow is a Certified Financial Planner™ and founder of Planning Across the Spectrum.  He specializes in helping any self-advocating client or […]

In last month’s FPA Connect webinar, The Personal Finance of LGBTQ Family Planning, we learned how complex and expensive family planning is for members of the LGBTQ+ community. This is just one example of the personal finance challenges facing this community. Join your fellow AFCPE® Members on Thursday, June 24th at noon for this month’s Continuing Conversation for a space for you to […]

Dates: Monday, June 28th and Tuesday, June 29th from 2:00 - 3:30 pm (ET). Have you felt uncertain or confused when looking at a credit report? This course will provide an overview of the different types of credit reports (Business Division and Consumer Disclosure Reports), the Fair Credit Reporting Act (FCRA), and explain where the information on credit reports comes […]