This member meet-up will be led by Jenni Whiteley. She is an AFC candidate and Masters's student at Utah State University. She developed a technique focused on helping clients transform their budget process from the inside out. She will walk us through how to inspire clients to gain control of their finances using intrinsic motivation. The 20-30 minute presentation will […]

Exploring AFCPE Ethics 2023 In this webinar, we will break into small groups to explore some of the most controversial ethical scenarios from our last few Ethics trainings. Due to the nature of this training, space is limited and the webinar will not be recorded. Please do not register unless you are sure you will be able to attend.

Join us for Practitioners Unite: Networking Coffee Chats. This event occurs once a month and is the perfect place to come hang out and network with other AFCPE Members! This week we will be discussing our 2023 plans and goals. There is not a presentation, but there will be icebreaker questions to help get everyone going. This is a space […]

The Psychology of Money: Understanding a Client’s Financial Decisions Dr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Mary has worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances. Mary founded Chief Financial Mom.com, a personal finance education blog to help other busy moms. She […]

FPA Connect: Creating Trust and Transparency in the Client Relationship Transparency in financial planning is a powerful way to build client trust and engagement, arguably the foundation of a successful client relationship. Unfortunately, mistrust has been baked into consumers’ consciousness for some time, causing many to question if financial professionals have their best interest in mind, and leaving financial planners […]

Helping Clients Prepare for Tax Season 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 will need to gather, and filing options for different income levels.  In addition, we’ll […]

Retirement Benefit Basics: The DoD Survivor Benefit Plan Planning ahead for the care of loved ones in the event of death can be a daunting task for retiring service members and their families, but it is important to understand available benefits in order to make informed decisions. Be prepared to educate your clients by furthering your understanding of the DoD […]