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DTSTART;TZID=America/New_York:20190405T130000
DTEND;TZID=America/New_York:20190405T140000
DTSTAMP:20260505T091917
CREATED:20190405T020913Z
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UID:10002047-1554469200-1554472800@www.afcpe.org
SUMMARY:FTA: Supporting Clients through Tax Season
DESCRIPTION:Approved for 1 CEU for AFCPE certified professionals \nTis the season for filing taxes\, and for many clients\, that means ’tis the season for anxiety\, avoidant behaviors\, and denial as well. Financial Therapists are uniquely positioned to counsel clients during this time by anticipating client resistance in a few key areas and supporting clients as they plan\, reframe\, and navigate this season. This one hour webinar will review the primary drivers of client anxiety related to taxes and share best practices for supporting clients as they navigate each challenge. As part of this webinar\, participants will: \n\nRecognize key tax changes that may affect clients in 2019.\nIdentify common behaviors and fears clients may present as a result of taxes.\nApply best practices and solutions to each client situation.\nIdentify ways to support clients as they prepare for next year’s tax season.\n\nThe information presented is anecdotal\, based on the presenter’s experience in working with a large community of creative entrepreneurs\, many of whom loathe the tax process. It will conclude with resources Financial Therapists may share with clients to help them embrace tax season (and prepare for the next one). \nPresenter: Elaine Grogran Luttrull\, CPA-PFS\, AFC® is the founder of Minerva Financial Arts\, a company devoted to building financial literacy and empowerment in creative individuals and organizations. Her workshops and presentations have been featured nationally. Elaine teaches at the Columbus College of Art & Design\, where she served as the Department Head for Business & Entrepreneurship from 2014-2018. Previously\, Elaine served as the Director of Financial Analysis for The Juilliard School and in the Transaction Advisory Services practice of Ernst & Young in New York. Elaine is the author of Arts & Numbers and contributed regularly to Professional Artist magazine. She is based in Columbus\, Ohio where she serves on the boards of the Short North Alliance\, Social Ventures\, and the Financial Therapy Association.
URL:https://www.afcpe.org/event/fta-supporting-clients-through-tax-season/
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20190410
DTEND;VALUE=DATE:20190411
DTSTAMP:20260505T091917
CREATED:20190410T164514Z
LAST-MODIFIED:20210913T234101Z
UID:10002069-1554854400-1554940799@www.afcpe.org
SUMMARY:Certified Military Housing Specialist Course
DESCRIPTION:On Demand\nApproved for 3 CEUs for AFCPE Certified Professionals \nUSA Cares now offers a course designed to provide loan officers\, realtors\, and housing professionals with a clear understanding of how to work with military borrowers\, whether they’re using a VA loan or other type of financing.
URL:https://www.afcpe.org/event/certified-military-housing-specialist/
LOCATION:Webinar / Online Meeting\, Online Meeting
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DTSTART;TZID=America/New_York:20190416T100000
DTEND;TZID=America/New_York:20190417T163000
DTSTAMP:20260505T091917
CREATED:20190402T150501Z
LAST-MODIFIED:20190410T030313Z
UID:10002046-1555408800-1555518600@www.afcpe.org
SUMMARY:Coaching Essentials: April 2019
DESCRIPTION:Pre-approved for 12 CEUs for AFC & CFP certified professionals \n\nWe 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 training. Coaching is not a replacement for financial counseling or planning but a way of working with clients to support them in taking charge of their financial choices and implementing action plans. \nOur training provides a clear process\, with a focus on mastery of coaching skills allowing each individual to bring their own unique personality and expertise to the coaching relationship. \nCoaching Essentials Training is: Client Driven. Experiential. Interactive. \nTraining consists of: \n\n2 day\, live\, in person training.\nFollowed by 2 web-based 1-hour group sessions with Mentor Coaches (multiple date options provided across 6-8 weeks).\nEach participant may select a client of their choice for 4 one-on-one sessions.\nRecorded coaching observation.\n\nComprehensive financial knowledge is essential to be an effective financial coach. A coach without this foundation may inadvertently cause harm to clients. This is why we require all Coaching Essentials participants demonstrate financial competency through successful completion of AFCPE’s Money Management Essentials course or the AFC®\, CFP®\, ChFC®\, CFA®\, CPA® certification exam. \nCoaching Essentials is the beginning of our FFC® Certification program\, but may also be taken as a stand-alone professional development course. Our program offers flexibility and depth of skill\, to support you wherever you are in your professional journey. Learn more about FFC® Certification. \nCost: $1200* \n*Register for full FFC certification program and save $300 off certification. \n\nNote: Travel & accomodations are not included in the cost of the training; however\, we have negotiated a room block rate for those attending \nTraining will be held at:\nCalistoga Spa Hot Springs\n1006 Washington St.\nCalistoga\, CA  94515\n707-942-6269 \nRoom Rate:\nQueen: $199 + tax\nKing: $219 + tax \nNote: Group rate available 3 days pre and post event. Block expires March 20\, but Calistoga Spa will still honor the rate based on availability. Call to reserve and reference FFC Coaching Essentials.c
URL:https://www.afcpe.org/event/coaching-essentials-april-2019/
LOCATION:Calistoga Spa\, 1006 Washington St.\, Calistoga\, CA\, 94515
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190418T120000
DTEND;TZID=America/New_York:20190418T130000
DTSTAMP:20260505T091917
CREATED:20190405T022715Z
LAST-MODIFIED:20210913T234209Z
UID:10002048-1555588800-1555592400@www.afcpe.org
SUMMARY:FPA Connect: Effective Client Communication Starts with a Simple Question
DESCRIPTION:1 CEU for AFCPE® Professionals\nOpen to AFCPE & FPA Members \nThis webinar will introduce a financial planner’s view of integrating coaching skills in comprehensive financial planning. During this session three experienced financial professionals will share their perspectives on using coaching skills to enhance their services and client interactions. We will discuss the “what\, why and when” of coaching and how the skills and techniques benefit planners and clients. \nModerator: Saundra Davis\, APFC \nPanelists: \nJeff Rotherham\, CFP®\nPhuong Long\, CFP®\nHolly Gillian Kindel\, CFP® \n\nPhuong Luong is a CERTIFIED FINANCIAL PLANNER™ and founder of Just Wealth\, a virtual\, fee-only financial planning practice serving moderate-income clients. Previously\, she was the Director of Financial Services for a national nonprofit\, managing the recruitment\, hiring\, and training of financial counselors. She also trains organizations on building effective and culturally relevant financial programs for marginalized communities\, and provides education on structural economic inequality. Her first career was as a math educator\, special education case manager\, and curriculum developer\, for public schools throughout New England. Phuong is the Vice Chair of CFP Board’s Council on Education and a member of the Center for Financial Planning’s Diversity Advisory Group\, to build recruitment pathways for planners from underrepresented communities and to retain them in the profession. Phuong earned a B.A. from Dartmouth College and an M.Ed in Special Education from Boston University. She completed the Financial Planning Program at Boston University and is a recipient of the Bob Glovsky Scholarship.  \nJeff Rortherham‘s interest and passion regarding personal wealth management led to a chance encounter with Dan Gensler in January 2011. It was at this encounter that Dan and Jeff discovered they shared the same values\, investment philosophies\, and a mutual desire to serve. Jeff retired from active duty with 20 years of Explosive Ordnance Disposal (EOD) experience as a Master EOD Technician/Special Operations Operator. He has served in several combat theatres of operation to include Operation Enduring Freedom and Operation Iraqi Freedom. Jeff has 10+ years of Special Operations experience leading advanced EOD operational elements and teams. Throughout Jeff’s military service he has continually been nominated to serve as the Command’s Financial Specialist (CFS). Within this capacity he has helped countless service members and their families setup and coordinate various retirement vehicles to include Thrift Savings Plans (TSP)\, Individual IRAs\, 401(k)\, 403(b)\, college-529 savings plans and others. Additionally\, he ensured members had appropriate estate planning documents and were adequately insured. Jeff holds a Bachelor of Science degree in Workforce Education and Development from Southern Illinois University and is designated Certified Financial Planner™.  He holds series 66 and 7 securities licenses and is currently the director of Financial Planning at The Gensler Group. \nHolly Gillian Kindel\, CFP\, CLU\, CPCC\, FBS is a wealth optimizer\, educator and change agent who has been exploring the human side of wealth for over 25 years.  She is founder of Delphi Coaching and Managing Partner at Your Mental Wealth Advisors a Registered Investment Advisory firm in San Francisco\, CA.  Holly served as the Pro Bono Director for the San Francisco Financial Planning Association for 6 years where she helped forge alliances with EARN\, Tax Aid\, and Job Corps.  Holly earned her BA in Philosophy from Scripps College and her MA in Film from San Francisco State University\, lending credence to the theory that you don’t have to have business degrees to love all things financial. In her spare time Holly swims\, spins fire and bends her body into over 50 yoga positions\, though usually not all at once.   \nSaundra Davis is a US Navy veteran\, financial coach\, educator\, and consultant who is nationally recognized as an expert in the financial coaching field. She developed and facilitates the Financial Fitness Coach certification program to promote the highest standard for professional services for all people\, irrespective of wealth and income. Ms. Davis is the founder and Executive Director of Sage Financial Solutions\, and holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is currently an Distinguished Adjunct Professor in the Personal Financial Planning program.  \n\nExclusive for AFCPE and FPA Members. Registration is not required. If your membership is current\, you’ll find a link to join under “Events” in your myAFCPE Dashboard. 
URL:https://www.afcpe.org/event/fpa-connect-effective-client-communication-starts-with-a-simple-question/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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DTSTART;TZID=America/New_York:20190424T083000
DTEND;TZID=America/New_York:20190424T160000
DTSTAMP:20260505T091917
CREATED:20190408T132832Z
LAST-MODIFIED:20190408T132832Z
UID:10002052-1556094600-1556121600@www.afcpe.org
SUMMARY:2019 CASH Campaign Maryland Financial Education Summit
DESCRIPTION:Approved for 2.5 CEUs for AFCPE certified professionals \nPlease join financial education practitioners\, researchers and stakeholders to consider how we can help Maryland adults gain the skills and confidence to meet their financial goals. \nThis Summit is designed to allow educators to share their best teaching tools\, methods and curriculum with the group. We bring together up-to-date research\, best practices\, and the insights and expertise of our state’s financial education leaders. Via interactive presentations\, plenary sessions and small workshops we will consider these key questions: \nWhat would it take to provide high quality\, engaging financial education for adults in Maryland?\nWhat would it take for financial education to lead to better outcomes for participants? \nWho should attend: \nFinancial educators\, organizations and stakeholders who want to promote high quality financial programs. \nA light breakfast and lunch will be provided. Parking is free. \nBelow is a list of some of the workshops that will be at this year’s Summit! \n\nKey Note Speaker\, Nationally Renowned Brunch & Budget\nPlenary and Workshop Topics will include; ABC’s of Financial Education\, Advocacy Updates\, Behavioral Economics\, Cybersecurity and Small Businesses.\n\nThis event is an AFCPE approved program granting 2.5 hours upon completion. \nRegistration is limited to the first 200 applicants so register today!
URL:https://www.afcpe.org/event/2019-cash-campaign-maryland-financial-education-summit/
LOCATION:Turf Valley Resort\, 2700 Turf Valley Road\, Ellicott City\, MD\, 21042
GEO:39.2963062;-76.8840036
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190424T130000
DTEND;TZID=America/New_York:20190424T140000
DTSTAMP:20260505T091917
CREATED:20190405T023114Z
LAST-MODIFIED:20210913T234255Z
UID:10002050-1556110800-1556114400@www.afcpe.org
SUMMARY:Financial Freedom for Prisoners: Reducing Recidivism
DESCRIPTION:Approved for 1 CEU for AFCPE® Certified Professionals \nFinancial illiteracy is an often overlooked factor in recidivism. Learn the importance of providing financial education to the prison population\, as well as practical ways to effectively work with prisoners. \nPresenter: Sylvia Watford\, AFC®\, FFC® \nCost: (AFCPE Members) – Free\nCost: (Non-Members) – $50
URL:https://www.afcpe.org/event/financial-freedom-for-prisoners-reducing-recidivism/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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DTSTART;TZID=America/New_York:20190429T200000
DTEND;TZID=America/New_York:20190429T213000
DTSTAMP:20260505T091917
CREATED:20190423T004801Z
LAST-MODIFIED:20190802T174935Z
UID:10002078-1556568000-1556573400@www.afcpe.org
SUMMARY:2019 Q2 AFC® Webinar Review Session
DESCRIPTION:8 weeks of review! Held on 8 consecutive Mondays beginning April 29 through May 24\, 2019* \n*No session on Memorial Day\, 5/27 \nWhat’s Included:\n• 12 hours of live instruction and review\n• Continued access to course/recordings throughout your candidacy\n• Opportunity to ask questions\n• More connection to study with your peers \nAttendees must be registered in the AFC® certification program. \nVisit the events section in your dashboard at myAFCPE to register.
URL:https://www.afcpe.org/event/2019-q2-afc-webinar-review-session/
LOCATION:Webinar / Online Meeting\, Online Meeting
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