Events

Join us on Tuesday, March 2 to learn from a panel of private practitioners. Hear firsthand about the strategies they use for finding clients, the resources they find most effective, and the one thing they wished they had known before they started. You'll also have the opportunity to ask questions of your own. Our Panel: Shay Cook, AFC®, FFC® Meghan […]

The workshop is designed to help financial coaches and counselors enhance their understanding of credit building as an asset building strategy as well as best practices in credit education. This interactive workshop will provide participants with an opportunity to learn from each other and credit experts about the growing field of credit building including: •    The importance of a good […]

This event covers recent tax changes that impact your client’s finances. Specifically, this webinar addresses the tax implications of stimulus checks, unemployment, the increase to standard deductions, changes to key provisions for popular tax credits, contribution limits and income thresholds for retirement accounts like IRAs and 401(k)s, increases in other tax-favored accounts for healthcare and education, and exemptions from gift […]

Are you worried about the line between investment advice and investment education?  This webinar will cover some common examples of investment questions that AFCs might face, including how to stay on the right side of the education/advice line.  We'll also discuss disclaimers and other ways to protect yourself when educating clients about investing. Presenter: Ambus Hunter, AFC® Candidate

The most important part of estate planning is the plan. This webinar will review basic estate planning documents and objectives, including ways to cut costs for those who are planning on a tight budget. We’ll also cover some common estate planning mistakes and how to avoid them. Presenter: Mark Prendergast, CFP, CPA

Approved for 1 CEU for AFCPE® Certified Professionals Approved for 1 Experience Hour for AFC® Candidates Join Dr. Mary Bell Carlson, AFC®, CFP® and Ryan Law, AFC®, CFP® as they review the main components of the most recent update of the American Rescue Act. This webinar will cover stimulus checks, unemployment benefits, the child tax credit update, earned income tax credit, student […]

Whether you are just starting out, are dabbling part-time, or you consider yourself a private practice expert, join us for small group chats to discuss what's working and what isn't. Bring your coffee or your lunch. Continuing Conversations is a fun, relaxed way to get to know, and learn from, fellow AFCPE members. Non-CEU Opportunity Will not be recorded