Events

The eighth annual OneOp Personal Finance Year in Review webinar describes legislation and events that have impacted military personal finances during 2022 and trends that will continue to impact finances in the years ahead. Explore the results of noteworthy personal finance research studies that were published in 2022, military-specific financial events, and a preview of announced changes related to income, […]

Practitioners Unite: Sharing Our Symposium Experiences & Takeaways Come share your Symposium experiences. We’ll talk about everything from our favorite presentations and top takeaways. You’re sure to leave with new things to consider and a list of must-watch recorded presentations. The conversation will be led by Meghan McInnes, AFC® This event will not be recorded.

POSTPONED: Helping Clients Prepare for Tax Season Webinar rescheduled to Thursday, January 26th at noon ET: Learn More & Register Tax season can be tough for both counselors and clients.  This webinar will focus on how you can help your clients prepare for tax season, including the questions you will want to ask your clients before meeting, the documentation clients […]

December Member Meet Up: Making the Most of the Your Member Benefits AFCPE's Member Engagement Coordinator, Amy Smith, will be walking through the new platform so you can make the most out of your member benefits! This session will be recorded.

FPA Connect: Understanding Cryptocurrency and Other Digital Assets Educating about digital assets requires an understanding of the underlying technology. What are they? How do they work? And, what new risks do they present? It also requires applying the traditional lessons of risk management, diversification, rebalancing, counterparty risk, liquidity risk, fraud risk, etc. Join Dan Rutherford from the Commodity Futures Trading […]