Events

Stories have a unique way of influencing people - their emotions, their behaviors, and their actions. They allow others to see a common thread of humanity and break down barriers to seek guidance and support. Storytelling can be a powerful marketing tool for your business. We know you have incredible client impact stories - ones that need to be shared, […]

In this month's AFCPE Virtual Member Meet Up we'll walk through best practices for starting and growing a successful financial coaching business! For the first half-hour, Joshua Escalante Troesh will present and answer questions related to starting a business and getting clients, beyond friends & family and referral partners. In the second half-hour, Garrett Philbin will talk about his journey […]

Don't miss this informative overview on Medicare A and B enrollment periods, including when and how a person files for the foundation of Medicare - Parts A and B. Social Security Public Affairs Specialists Kelly Draggoo and Theresa Busher will cover filing options for Parts A and B, how the Special Enrollment Period works for those who delay Medicare at […]

Family planning for LGBTQ families can be both complex and very expensive.  This webinar will explore the three LGBTQ family planning options, including the costs and other financial implications of each. Presenter: Jim Marrocco, CFP®

Earlier this month, AFCPE Members Garrett Philbin and Joshua Escalante Troesh hosted a virtual meet up, The Journey to Successfully Launching a Financial Coaching Business.  They walked through their best practices for starting your business, getting clients, and the lessons they’ve learned along the way. On Thursday, May 27 at noon ET, we’re continuing the conversation! Garrett and Josh are coming back for […]

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 […]