We're so excited to be able to host our Symposium in person again! We can't wait to see all of your faces! For the first time ever, Symposium is going hybrid. You have two options to experience #AFCPE2022; in-person or virtual. You may be asking what does a hybrid Symposium look like? Which events will you have access to? How […]

Join us on October 4th at 12pm ET as Liz Yoder, AFC Candidate & AFCPE member, is leading the conversation on how to better understand neurodiversity. Liz will be guiding us through best practices when working with neurodiverse clients. Liz studied Speech Language Pathology and Audiology at Loyola College in Maryland. She moved soon after graduation into a supportive group home, where she […]

Note: CEUs are likely possible, just not pre-approved. Reports and surveys indicate that many new investors interested in trading turn to social media and so-called “finfluencers” due to an imbalance of educational content from more reliable sources. Data also suggests that most digital asset related investment fraud begins on social media platforms. What are the questions new investors are asking […]

In our third and final session: “Helping our aging parents”, we’ll use what we learned in the first two sessions to help you navigate the tricky aspects of obtaining the proper legal documents, working with your care team to make important medical decisions, and finally, taking care of yourself physically and emotionally.

Note: CEUs are likely possible, just not pre-approved. In recent years, the growing interest in digital assets paired with the ease of apps on phones that allows users to buy and sell easily led many to lose money from investing in digital currency. Just this year, the landscape for digital currency has changed dramatically and has lost two-thirds of its […]

Grab your favorite afternoon coffee/tea/pick-me-up & Join us Tuesday, October 11th at 1 pm ET for Practitioners Unite! Member Coffee Chats We received great feedback after last month's networking session and we want to continue to offer members a space to connect, engage, and get to know each other. This month's Practitioners Unite! session will feature casual conversations with other AFCPE members, led by […]

For many people with disabilities and their families, future financial planning is overwhelming and unnecessarily challenging. They sometimes struggle to navigate complex and siloed systems to find professionals who have the knowledge and experience needed to help them secure their finances, benefits, and futures. During this session, we will share the results of a national study of more than 4,000 […]

Insurance is a critical component of economic security for military families. This webinar for Personal Financial Managers and other service providers introduces important coverage and considerations for risk management, including: Homeowner’s Insurance Renter’s Insurance Auto Insurance Umbrella Policies Military-specific case studies are used to illustrate the impact of proper (and improper) risk management in these areas. Dr. Gutter also takes […]

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 […]

Get a tour of the new refreshed Money Management Essentials course! This new version of the course retains much of the great content from the original course, but supplements it with new activities and a transformed participant experience. It gives you the chance to be the counselor as you walk through counseling scenarios, and allows you to engage with the material with […]

Get a tour of the new refreshed Money Management Essentials course! This new version of the course retains much of the great content from the original course, but supplements it with new activities and a transformed participant experience. It gives you the chance to be the counselor as you walk through counseling scenarios, and allows you to engage with the material with […]

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 […]