As an evidence-based practitioner, Evan will be presenting research initially published in the Journal of Financial Planning. He will guide financial planners through an evidence-based client communication cadence. This presentation will cover how frequently you should discuss investments, planning, clients’ hobbies, and other important topics. He’ll also discuss how often research suggests you should meet with clients. He’ll cover everything […]

The quick answer is “yes”. This is a chance to explore what motivates people to change their relationship with money and indicators that they are or are not ready to do that.

This interactive session guides participants through the process of creating a “food security resource guide” tailored to the location and populations they serve. Facilitators will lead activities designed to help family service providers immediately implement food security knowledge in their local communities.

The How and Why of Estate Planning • More Information Estate planning may be one of the most important and overlooked aspects of caregiving. When a proper estate plan is not in place, individuals and families may face a variety of issues affecting finance, housing, benefits, and services, among others. This webinar, designed for service providers and caregivers alike, highlights […]

Military Home Buying Basics and VA Loans Service providers equip military families with the knowledge they need for transitions, including exploring the pathways to home ownership. Service members need the education and planning assistance essential to make informed decisions in the ever changing housing market. Prepare to support Service members as they consider their housing options by attending this webinar. […]

Member Meet-up: July Member Meet Up: Meeting Neurodiverse Client Needs in the Office and in Conference Presentations Join us on Tuesday, July 11th at 12pm ET as Kate Mieletz, PhD, AFC & Christine Hargrove show us how to meet the needs of neurodiverse clients in the office and in presentations. This session will cover: Meeting the needs of clients in […]

Synthetic ID Theft: What every advocate should know Identity theft and fraud are not new, but synthetic ID theft—or “Frankenstein fraud”—where thieves piece together information from different people to create a new identity, is the fastest-growing type of fraud. The Federal Trade Commission (FTC) estimates that up to 85% of identity theft today is synthetic, and this type of fraud […]

SNAP and SNAP-Ed: Supporting Food and Nutrition Security in Your Community This webinar discusses how SNAP and SNAP-Ed align with national food and nutrition security strategies. The Supplemental Nutrition Assistance Program (SNAP) is the cornerstone of the USDA’s nutrition assistance safety net. SNAP Nutrition Education (SNAP-Ed) is SNAP’s nutrition education and health promotion component. Attend this webinar to learn how […]

Join Cherie Stueve, CFP®️, AFC®️, FFC®️, FBS®️ for a session on how to craft the right environment to build trust with your clients, even when meeting virtually by video or phone. Clients appreciate the convenience of virtual conversations, but connecting in this way has its challenges. The small touches matter to quickly create a comfortable environment for greater impact. Learn more about how your voice, […]

Education Office Hours Do you have questions? At AFCPE’s Education Office Hours, you can get an answer from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content and would like individual support. For the best success, write down questions as they come up in your study and bring them to Office […]

Practitioners Unite: Networking Coffee Chat Join us on Tuesday, July 18th at 1pm for a virtual networking coffee chat event! Connect with other financial professionals from various industries, exchange ideas, and expand your network—all from the comfort of your home. Engage in meaningful conversations, discover new opportunities, and build valuable connections in a relaxed and inviting atmosphere. Grab your favorite […]

Disparities in Debt: Making a case for economic equity Wealth can provide countless opportunities—paying for an education without student loans, buying goods without needing financing, and building a retirement nest egg, for example. Unfortunately, wealth is unequally distributed by race in the United States, and several key factors (disparities in credit reporting and scoring, student loans and other debt, predatory […]

Smart People Doing Stupid Things: Decision Making Biases in Personal Finance This webinar focuses on cognitive constraints affecting personal finance decisions and their consequences.  Financial professionals know that people often make investment decisions that may not be purely rational. We discuss 3 major biases affecting most of us, including investors and financial professionals, and prescribe strategies for mitigating the powerful […]

(Cancelled) Military Teens and Economic Abuse (OneOp) This interactive session guides participants through the process of creating a “food security resource guide” tailored to the location and populations they serve. Facilitators will lead activities designed to help family service providers immediately implement food security knowledge in their local communities.

Member Meet-Up: Helping your clients put their story in trusted hands Join Glen Cone, author of Generation Preservation, for this talk. He will discuss the importance of clarifying, chronicling, and managing your client's personal information to help them and their families de-mystify financial matters that make a significant difference in each unique legacy, Anyone who has ever lost a loved […]

Education Office Hours Do you have questions? At AFCPE’s Education Office Hours, you can get an answer from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content and would like individual support. For the best success, write down questions as they come up in your study and bring them to Office […]