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Financial blogs are a great way to share your knowledge with a large audience and build visibility for your business. It is also a great way to generate passive income. Join Tiffany Grant, AFC®️, on Tuesday, February 1st at noon, to hear her insights on how she has successfully built her financial blog, Money Talk with Tiff. Presenter: Tiffany Grant, […]

As a practitioner, you are passionate about helping others achieve financial security, but as a business owner, you may need to charge your clients for this service. Determining how much to charge is a difficult question, and the AFCPE Community is a great resource for ideas! Join us on Tuesday, February 8th at 12pm eastern to meet with other practitioners to discuss […]

As a practitioner, you are passionate about helping others achieve financial security, but as a business owner, you may need to charge your clients for this service. Determining how much to charge is a difficult question, and the AFCPE Community is a great resource for ideas! Join us on Tuesday, February 8th at 3pm eastern to meet with other practitioners to discuss […]

In this webinar, Andrew Zumwalt covers recent tax changes that impact your clients’ finances. Specifically, this webinar addresses the tax implications of the last stimulus check, changes to the Child Tax Credit and Child and Dependent Care Credit, and the deeper interactions of these changes. For example, what happens when a family that received the Advance Child Tax Credits is […]

Immigrant families face unique financial challenges, from discrimination to work restrictions to cultural expectations. All of these challenges can impact an individual's money mindset and their financial self-esteem. This webinar will help provide a clearer understanding of how the immigration system and experience influences financial behavior and will provide key strategies to helping financially empower immigrant families. Presenter: Adina Appelbaum

The COVID-19 pandemic has changed the way consumers shop and transfer money. As a result, many criminals are now targeting digital wallets and peer-to-peer payment methods, such as Apple Pay and Zelle. According to Javelin Strategy & Research, 18 million victims fell prey to scams through these digital payment methods in 2021. And the FBI is reporting that more and […]

The Financial Health Institute defines Financial Health as "The dynamic relationship of one's financial and economic resources as they are applied to or impact the state of physical, mental, and social well being." Financial Therapy is making headway in the field of financial counseling. It helps our clients discover the root cause of their financial struggles so that we do […]