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X-ORIGINAL-URL:https://www.afcpe.org
X-WR-CALDESC:Events for AFCPE
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TZID:America/New_York
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DTSTART:20230312T070000
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DTSTART:20231105T060000
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DTSTART:20240310T070000
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DTSTART:20241103T060000
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DTSTART:20250309T070000
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20240301
DTEND;VALUE=DATE:20240302
DTSTAMP:20260426T091223
CREATED:20230825T141034Z
LAST-MODIFIED:20231005T154400Z
UID:10002519-1709251200-1709337599@www.afcpe.org
SUMMARY:Credit as an Asset: Small Business On Demand 
DESCRIPTION:Credit as an Asset: Small Business On Demand\nAvailable March 1\, 2023 – March 1\, 2024\n \nCredit as an Asset: Small Business On Demand builds on the learning in CBA’s signature Credit as an Asset course for practitioners to focus on entrepreneurs’ credit needs and challenges. Learn the key differences between personal and business credit reports and scores\, how credit building can help a small business thrive\, and how to help entrepreneurs think about credit early and strategically. While it’s not required for practitioners to take the original Credit as an Asset course first\, they may find it highly beneficial to take first (or together through our bundle offering). \nPrice: AFC who works for a CBA member: $80; AFC who does not work for a CBA member $160 \nThis event is On Demand\, expiring 3/1/24 \nNote: If AFCs want to bundle two courses together\, there is an additional discount for purchasing both at the same time: \n\nAFC who works for a CBA member: $200; AFC who does not work for a CBA member $460.
URL:https://www.afcpe.org/event/credit-as-an-asset-small-business-on-demand/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240301
DTEND;VALUE=DATE:20240302
DTSTAMP:20260426T091223
CREATED:20230825T141339Z
LAST-MODIFIED:20231005T154457Z
UID:10002520-1709251200-1709337599@www.afcpe.org
SUMMARY:Credit as an Asset On Demand
DESCRIPTION:Credit as an Asset On Demand\nAvailable March 1\, 2023 – March 1\, 2024\nCredit as an Asset On Demand provides Credit Builders Alliance’s signature credit-building training in a self-paced format for the very first time. This training is designed to help nonprofit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy while highlighting best practices in credit education. \nPrice:  AFC who works for a CBA member: $160; AFC who does not work for a CBA member $340 \nThis event is On Demand\, expiring 3/1/24.    \nNote: If AFCs want to bundle two courses together\, there is an additional discount for purchasing both at the same time: \n\nAFC who works for a CBA member: $200; AFC who does not work for a CBA member $460.
URL:https://www.afcpe.org/event/credit-as-an-asset-on-demand/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240301T080000
DTEND;TZID=America/New_York:20240301T170000
DTSTAMP:20260426T091223
CREATED:20240214T202029Z
LAST-MODIFIED:20240214T202029Z
UID:10002596-1709280000-1709312400@www.afcpe.org
SUMMARY:Engaging Families and Money
DESCRIPTION:Engaging Families and Money\nFamilies can have complex financial and emotional dynamics that are difficult to navigate as a helping professional. We cover best practices around boundary setting\, systemic interactions\, and tools for working with complex systems.
URL:https://www.afcpe.org/event/engaging-families-and-money/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240304
DTEND;VALUE=DATE:20240305
DTSTAMP:20260426T091223
CREATED:20230120T163953Z
LAST-MODIFIED:20230120T164045Z
UID:10002426-1709510400-1709596799@www.afcpe.org
SUMMARY:Financial Social Work Certificate Program (Mar-Oct)
DESCRIPTION:UMSSW’s Financial Social Work Initiative (FSWI) is launching its next online version of the Financial Social Work (FSW) Certificate Program through UMSSW’s Continuing Professional Education (CPE) Office in March 2023! It will meet an identified need for greater financial capability and empowerment knowledge on the part of social workers who practice in non-profit and other social service agencies\, as well as in schools\, medical settings\, and justice and court settings\, and beyond. The FSW Certificate Program will run over multiple sessions from March 2023 to September 2023. Participants must take all the sessions to complete the course. The online formatting design of the FSW Certificate Program will enable rich class discussion and learning through interaction among the macro and clinical practitioners from across the nation. Besides key educators\, the program will feature guest speakers from this important\, emerging area. \nProgram consists of three-course sections- 14 CEUs per section. \nThe FSW Certificate Program is offered typically March-October. It is a virtual program comprised of 16 half-days from 1:00 to 4:30pm EST. Click here for more information on the FSW Certificate Program.
URL:https://www.afcpe.org/event/financial-social-work-certificate-program/2024-03-04/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240304T120000
DTEND;TZID=America/New_York:20240304T130000
DTSTAMP:20260426T091223
CREATED:20240119T194733Z
LAST-MODIFIED:20240119T194733Z
UID:10002585-1709553600-1709557200@www.afcpe.org
SUMMARY:FINRA Foundation Fellowship Application Q&A
DESCRIPTION:What is the Military Spouse Fellowship? Free Q&A Session\nThe FINRA Foundation Military Spouse Fellowship is a national program that offers military spouses the opportunity to earn a career-enhancing financial credential — the AFC® (Accredited Financial Counselor®) certification — while working with the military community. Learn more about this fellowship in this Q/A!
URL:https://www.afcpe.org/event/finra-foundation-fellowship-application-qa/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240305T120000
DTEND;TZID=America/New_York:20240305T130000
DTSTAMP:20260426T091223
CREATED:20240214T202436Z
LAST-MODIFIED:20240214T202436Z
UID:10002597-1709640000-1709643600@www.afcpe.org
SUMMARY:Member Meet-up: Get Found\, Get Booked—How to Write SEO Website Copy That Results in More Discovery Calls
DESCRIPTION:Member Meet-up: Get Found\, Get Booked—How to Write SEO Website Copy That Results in More Discovery Calls\nA dialed-in website that converts ideal prospects — and filters out bad fits — is the single most important component of any business’s marketing strategy. In this presentation\, you’ll discover how to write SEO website copy that results in more booked discovery calls from perfect-fit prospects. Members will walk away knowing how to write a Home page\, an About page\, a Services page\, and a Contact page that boosts client inquiries. \nHillary Gale is a content marketing strategist and website copywriter for financial services brands. In 2020\, she founded Moneta Marketing to help financial professionals implement growth marketing strategies. In 3 years\, she and her team have helped dozens of financial services brands rank higher on Google\, grow their email lists\, drive traffic to their websites\, and book more discovery calls.
URL:https://www.afcpe.org/event/member-meet-up-get-found-get-booked-how-to-write-seo-website-copy-that-results-in-more-discovery-calls/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240305T140000
DTEND;TZID=America/New_York:20240305T150000
DTSTAMP:20260426T091223
CREATED:20240118T003755Z
LAST-MODIFIED:20240118T164151Z
UID:10002583-1709647200-1709650800@www.afcpe.org
SUMMARY:The Personality Paradox: Decode the HOW-WOW Personality Puzzle to Elevate Your Financial Advisory Practice
DESCRIPTION:The Personality Paradox: Decode the HOW-WOW Personality Puzzle to Elevate Your Financial Advisory Practice\nElevate your advisory skills\, decode client behaviors\, and revolutionize your approach for impactful client relationships in this webinar. Join me for a comprehensive session diving into emotional cues\, client archetypes (HOW and WOW)\, and three distinctive client profiles. Learn to decode emotions\, fostering stronger client connections for improved service and retention. \n 
URL:https://www.afcpe.org/event/the-personality-paradox-decode-the-how-wow-personality-puzzle-to-elevate-your-financial-advisory-practice/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240306T110000
DTEND;TZID=America/New_York:20240306T120000
DTSTAMP:20260426T091223
CREATED:20240214T201430Z
LAST-MODIFIED:20240214T201707Z
UID:10002595-1709722800-1709726400@www.afcpe.org
SUMMARY:Securing Tomorrow: Navigating Social Security Retirement & Survivor Benefits
DESCRIPTION:Securing Tomorrow: Navigating Social Security Retirement & Survivor Benefits\nSocial Security retirement benefits provide financial support to individuals who have worked and contributed to the Social Security system. The amount of the retirement benefit is based on factors such as the individual’s earnings history and the age at which they choose to claim benefits. Survivor’s benefits are designed to provide financial assistance to the surviving family members of a deceased individual who was eligible for Social Security benefits. The amount of survivor’s benefits is influenced by factors such as the deceased individual’s earnings history and the age at which the survivor chooses to claim the benefits. In both cases\, understanding the eligibility criteria\, claiming strategies\, and potential impacts on overall financial planning is crucial for individuals and families seeking to optimize their Social Security benefits. This webinar will provide a comprehensive look at retirement and survivor benefits from the Social Security Administration and provide the knowledge and resources for providers to make informed decisions\, ensuring a secure and prosperous future for the families they serve.
URL:https://www.afcpe.org/event/securing-tomorrow-navigating-social-security-retirement-survivor-benefits/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240306T130000
DTEND;TZID=America/New_York:20240306T143000
DTSTAMP:20260426T091223
CREATED:20240223T165225Z
LAST-MODIFIED:20240223T165225Z
UID:10002604-1709730000-1709735400@www.afcpe.org
SUMMARY:Helping Diverse and Multilingual Communities Avoid Consumer Fraud
DESCRIPTION:Helping Diverse and Multilingual Communities Avoid Consumer Fraud\nIn recognition of National Consumer Protection Week (NCPW)\, held annually the first week of March to bring attention to consumer fraud education and prevention\, Consumer Action is hosting a train-the-trainer webinar on March 6\, 2024. The webinar will provide information and tools that can help educate and empower the ever-growing number of culturally diverse and multilingual clients you may be serving\, so that they can recognize and avoid fraud.
URL:https://www.afcpe.org/event/helping-diverse-and-multilingual-communities-avoid-consumer-fraud/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240312T120000
DTEND;TZID=America/New_York:20240312T130000
DTSTAMP:20260426T091223
CREATED:20240216T221838Z
LAST-MODIFIED:20240216T221838Z
UID:10002599-1710244800-1710248400@www.afcpe.org
SUMMARY:Practitioners Unite! Connect & Create: Peer Content Review
DESCRIPTION:Practitioners Unite! Connect & Create: Peer Content Review\nGet ready to dive into a collaborative experience where you & your AFCPE peers will exchange feedback on various content types\, from your resume and websites to marketing materials\, client agreements\, and budgeting spreadsheets. \nParticipants should come prepared with the content they’d like to receive feedback on and any relevant links they may need to share. This could include resumes\, website pages\, marketing materials (such as flyers\, brochures\, or social media posts)\, worksheets\, presentations\, etc.
URL:https://www.afcpe.org/event/practitioners-unite-connect-create-peer-content-review/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240313T130000
DTEND;TZID=America/New_York:20240313T140000
DTSTAMP:20260426T091223
CREATED:20240307T200642Z
LAST-MODIFIED:20240307T211812Z
UID:10002608-1710334800-1710338400@www.afcpe.org
SUMMARY:Blue Star Careers Webinar: FINRA Foundation Military Spouse Fellowship Program
DESCRIPTION:Blue Star Careers Webinar: FINRA Foundation Military Spouse Fellowship Program\nThe FINRA Foundation Military Spouse Fellowship program provides qualifying military spouses the opportunity to earn the AFC®️ (Accredited Financial Counselor®️) certification—while providing financial counseling and education to the military community. \nBlue Star Careers welcomes Valerie Richards and Heather Baker; FINRA Military Fellows. Valerie is currently the Education Programs Manager for the Association for Financial Counseling and Planning Education®️ (AFCPE). Heather is a Program Assistant and FINRA Education Coordinator\, (AFCPE). This will be a LIVE discussion about the FINRA Fellowship Program\, their experience\, how to apply and future career benefits. \nThe Fellowship program exists to: \n\nTrain a corps of military spouses to provide financial counseling and education within the military community\nHelp military spouses achieve career goals and aspirations and enhance job-related marketability; and\nDevelop personal financial management skills of military families.
URL:https://www.afcpe.org/event/blue-star-careers-webinar-finra-foundation-military-spouse-fellowship-program/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240314T120000
DTEND;TZID=America/New_York:20240314T130000
DTSTAMP:20260426T091223
CREATED:20240108T183929Z
LAST-MODIFIED:20240318T171005Z
UID:10002565-1710417600-1710421200@www.afcpe.org
SUMMARY:Let's Collaborate - Building a Financial Coaching Practice
DESCRIPTION:Let’s Collaborate – Building a Financial Coaching Practice\nFeeling overwhelmed by the prospect of starting a financial coaching practice? Why go it alone when we can join forces and explore the best practices together? Let’s dive into the essentials of creating a successful financial coaching practice as we share insights\, exchange ideas\, and explore the systems and support that can transform our financial coaching practices. \n$50/Free for members
URL:https://www.afcpe.org/event/lets-collaborate-building-a-financial-coaching-practice/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240319T170000
DTEND;TZID=America/New_York:20240319T180000
DTSTAMP:20260426T091223
CREATED:20240119T194844Z
LAST-MODIFIED:20240119T194943Z
UID:10002586-1710867600-1710871200@www.afcpe.org
SUMMARY:FINRA Foundation Fellowship Application Q&A
DESCRIPTION:What is the Military Spouse Fellowship? Free Q&A Session\nThe FINRA Foundation Military Spouse Fellowship is a national program that offers military spouses the opportunity to earn a career-enhancing financial credential — the AFC® (Accredited Financial Counselor®) certification — while working with the military community. Learn more about this fellowship in this Q/A!
URL:https://www.afcpe.org/event/finra-foundation-fellowship-application-qa-2/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240320T150000
DTEND;TZID=America/New_York:20240320T160000
DTSTAMP:20260426T091223
CREATED:20240110T180208Z
LAST-MODIFIED:20240110T180208Z
UID:10002571-1710946800-1710950400@www.afcpe.org
SUMMARY:Wanna be an AFC®? March Webinar
DESCRIPTION:Wanna be an AFC®? March Webinar\nAre you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you?  Join us for a no-pressure\, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!
URL:https://www.afcpe.org/event/wanna-be-an-afc-march-webinar/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240321T120000
DTEND;TZID=America/New_York:20240321T130000
DTSTAMP:20260426T091223
CREATED:20240122T205157Z
LAST-MODIFIED:20240326T151927Z
UID:10002589-1711022400-1711026000@www.afcpe.org
SUMMARY:FPA Connect: Your client gave you their tax return\, now what?
DESCRIPTION:Your client gave you their tax return\, now what?\nHow can you leverage your client’s tax return for optimal financial planning?  In this session\, we’ll focus on two key areas: decoding a client’s 1040 for planning opportunities and reviewing common filing mistakes. Whether you’re new to tax planning or seeking a refresher\, this session is a great primer for identifying ways to optimize tax planning this season.
URL:https://www.afcpe.org/event/your-client-gave-you-their-tax-return-now-what/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240326T140000
DTEND;TZID=America/New_York:20240326T150000
DTSTAMP:20260426T091223
CREATED:20240304T222138Z
LAST-MODIFIED:20240305T183056Z
UID:10002605-1711461600-1711465200@www.afcpe.org
SUMMARY:Demo: Financial Inclusion Essentials
DESCRIPTION:Demo: Financial Inclusion Essentials\nWondering what is covered in Financial Inclusion Essentials? This demo is for financial professionals who are looking to better serve their client’s who have disabilities and their families. \nYou will get an overview of the topics covered in this course as well as a sampling of the activities and tools provided. The meeting will end with time for your questions.
URL:https://www.afcpe.org/event/demo-financial-inclusion-essentials/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240327T110000
DTEND;TZID=America/New_York:20240327T120000
DTSTAMP:20260426T091223
CREATED:20240216T222538Z
LAST-MODIFIED:20240229T025640Z
UID:10002600-1711537200-1711540800@www.afcpe.org
SUMMARY:Future Proof Your Practice
DESCRIPTION:Future Proof Your Practice\nThis presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE\, which is a foresight analysis tool to identify trends that could interrupt your business. Learn how to change these disruptors into indicators that can shore up your bottom line.
URL:https://www.afcpe.org/event/future-proof-your-practice/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240327T110000
DTEND;TZID=America/New_York:20240327T123000
DTSTAMP:20260426T091223
CREATED:20240222T191136Z
LAST-MODIFIED:20240222T191224Z
UID:10002602-1711537200-1711542600@www.afcpe.org
SUMMARY:Mind and Money: Connecting Mental Health and Financial Well-Being
DESCRIPTION:Mind and Money: Connecting Mental Health and Financial Well-Being\nThis webinar establishes the connection between financial and mental health\, addressing its relevance for individuals\, couples\, and families. We explore how emotional well-being influences financial choices\, as well as the reciprocal impact of financial decisions on emotional state. \nStress\, anxiety\, and guilt can all impact money management and family financial readiness. This webinar equips service providers with the knowledge to define personal and family financial well-being\, recognizing signs of financial strain and psychological distress. Learn about financial therapy and understand how financial planning supports positive mental health outcomes\, reduces anxiety\, and improves overall well-being. Discover resources for expanded engagement and care coordination/referrals that are ideal for service providers.
URL:https://www.afcpe.org/event/mind-and-money-connecting-mental-health-and-financial-well-being/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240328T120000
DTEND;TZID=America/New_York:20240328T130000
DTSTAMP:20260426T091223
CREATED:20240108T183706Z
LAST-MODIFIED:20240108T183740Z
UID:10002564-1711627200-1711630800@www.afcpe.org
SUMMARY:Military Series: Be a Transition Superstar! Helping Transitioning Service Members Fill In the Finances for Transition Gaps
DESCRIPTION:Military Series: Be a Transition Superstar! Helping Transitioning Service Members Fill In the Finances for Transition Gaps\nAll servicemembers must go through a Department of Defense (DoD) standardized Finances for Transition class when they transition from military service through the mandatory Transition Assistance Program (TAP). However\, the curriculum is the same for all members regardless of age\, years of service\, rank\, or whether they are retiring or separating. The reality is that this “one size fits all” curriculum is often lacking the resources to assure an effective financial transition for servicemembers. This presentation will draw on experiences from teaching the required transition class and understanding its shortfalls\, but also incorporating the real-world experience of members who have already experienced the transition. This will provide relevant insight and tools that financial counselors can use to supplement the required training and provide value added services to contribute to the financial successes of servicemembers and their family post-transition. We will discuss the psychology of money in the transition\, cashflow and pay schedule management realities\, strategic retirement contributions\, various state resources\, managing health cost expectations\, and more. We will also identify how financial concerns differ depending on whether a member is retiring or separating and how to identify and address misconceptions about VA compensation. \n$50/Free for members
URL:https://www.afcpe.org/event/military-series-be-a-transition-superstar-helping-transitioning-service-members-fill-in-the-finances-for-transition-gaps/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240328T180000
DTEND;TZID=America/New_York:20240328T190000
DTSTAMP:20260426T091223
CREATED:20240119T195030Z
LAST-MODIFIED:20240119T195030Z
UID:10002587-1711648800-1711652400@www.afcpe.org
SUMMARY:FINRA Foundation Fellowship Application Q&A
DESCRIPTION:What is the Military Spouse Fellowship? Free Q&A Session\nThe FINRA Foundation Military Spouse Fellowship is a national program that offers military spouses the opportunity to earn a career-enhancing financial credential — the AFC® (Accredited Financial Counselor®) certification — while working with the military community. Learn more about this fellowship in this Q/A!
URL:https://www.afcpe.org/event/finra-foundation-fellowship-application-qa-3/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
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