FPA Connect: Wealthy or Not: Your Estate Matters

Webinar / Online Meeting Online Meeting

Attendees will learn about the foundational concepts of estate planning, including powers of attorney for medical and finances, as well as living wills, the laws of intestacy, types of assets, and how the titling of an asset determines its transfer upon death.  We dive into the taxes and expenses that are related to administering an estate, with examples from a […]

Tapping Your Clients’ Strengths to Create Behavior Change

Webinar / Online Meeting Online Meeting

Financial therapy is the integration of emotion, thoughts, behavior, relationships, and its effect on financial and overall well-being. Financial therapists tap into one or more of these areas to help clients make changes to improve individual, couple, and family financial and overall well-being. This presentation introduces basic concepts of financial therapy, including what it is, clients’ money beliefs, 2-3 tools […]

AFC Review & Exam

Wyndham Orlando Resort 8001 International Dr, Orlando, FL

We are excited to bring back the AFC onsite review and exam! Join us for 12 hours of live review and sit for the exam with the material fresh in your mind. Our live instructor will review all the topics covered by the AFC Core Competencies and candidates will have the opportunity to ask questions. To participate, you must be […]

$499

Cooperative Extension – Leaders in Non-Formal Education

Wyndham Orlando Resort 8001 International Dr, Orlando, FL

This annual professional development opportunity is designed for Extension professionals. The Cooperative Extension Service provides non-formal education and learning activities throughout the country. It is essential for states to work together to determine national needs and focus. This pre-symposium will include Ignite Sessions promoting our work, updates from key partners such as eXtension, NIFA, NEFE, and CFPB, and round table […]