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X-WR-CALDESC:Events for AFCPE
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241001T120000
DTEND;TZID=America/New_York:20241001T130000
DTSTAMP:20260613T092907
CREATED:20240920T142904Z
LAST-MODIFIED:20240920T142904Z
UID:10002675-1727784000-1727787600@www.afcpe.org
SUMMARY:[Member Meet-Up] Networking Chat: Collaborations and Partnerships for Personal Finance Professionals
DESCRIPTION:Join us on Tuesday\, October 1st at 12pm ET\, for a dynamic networking session focused on Collaborations and Partnerships within our industry. This interactive event is designed for financial coaches\, advisors\, and other personal finance professionals seeking to expand their service offerings through strategic partnerships. \nDuring the session\, you’ll participate in two breakout discussions where you can share your experiences and ideas on: \n\nHow partnerships with other professionals can enhance your services\nThe types of collaborations that have brought the most value to your clients\nIdentifying new opportunities for future partnerships that can help grow your business\n\nWhether you’ve already formed successful collaborations or are looking for new ways to connect with complementary professionals\, this session will provide insights and strategies to take your practice to the next level. \nThere is no presentation; instead\, we’ll dive straight into the breakouts to maximize your networking time and provide opportunities for meaningful conversations. Come ready to share\, learn\, and connect with fellow professionals! Don’t miss this chance to build new connections\, gain fresh perspectives\, and discover collaboration opportunities that can elevate your practice and benefit your clients! \nAFCPE endeavors to make all meetings accessible to any and all attendees. If you require assistance regarding the accessibility of this invite\, or if you would like to request an accommodation to participate in this meeting\, please contact us at accessibility@afcpe.org. \nThis event will not be recorded due to breakout sessions.
URL:https://www.afcpe.org/event/member-meet-up-networking-chat-collaborations-and-partnerships-for-personal-finance-professionals/
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:20241001T130000
DTEND;TZID=America/New_York:20241001T140000
DTSTAMP:20260613T092907
CREATED:20240807T161912Z
LAST-MODIFIED:20240807T161940Z
UID:10002664-1727787600-1727791200@www.afcpe.org
SUMMARY:Education Office Hours
DESCRIPTION:Do you have questions?  At AFCPE’s Education Office Hours\, you can get answers from an expert!  \n\nOffice Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support.  For the best success\, write down questions as they come up in your study and bring them to Office Hours.\n\nAFCPE endeavors to make this meeting accessible to any and all attendees. If you require assistance regarding the accessibility of this invite\, or if you would like to request an accommodation to participate in the meeting\, please contact us at accessibility@afcpe.org.
URL:https://www.afcpe.org/event/education-office-hours-7/
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:20241002T080000
DTEND;TZID=America/New_York:20241008T170000
DTSTAMP:20260613T092907
CREATED:20240926T144302Z
LAST-MODIFIED:20240926T144610Z
UID:10002680-1727856000-1728406800@www.afcpe.org
SUMMARY:MQ Fundamentals of True Wealth Planning
DESCRIPTION:The purpose of the MQ Fundamentals of True Wealth™ Planning training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. This training introduces the philosophical foundation and academic theories that have shaped the development of our tools and training. In addition\, we provide invaluable hands-on experience with the full suite of MQ materials and facilitate important discussions regarding implementation and related practice management issues. \nA key objective of this training is to expand the participants’ knowledge of the MQ materials and to provide an understanding of how these tools can support a unique and purposeful client meeting process. \nLearning Objectives:\nDefine “life planning” and its inextricable link to the 7-step financial planning process. \nOutline essential principles that comprise the True Wealth™ Planning process. \nLearn the practical and emotional factors that either enhance or hinder life satisfaction and financial well-being. \nDefine the roles and skills of a financial life planning approach and determine the boundaries for an ethical practice. \nLearn how to strengthen communication skills and build trusting\, meaningful\, long-lasting client relationships. \nLearn how to multiply the effectiveness of any client discovery process. \nExperience methods for aligning financial advice with the unique set of values\, priorities\, and circumstances of each financial planning client. \nLearn ways to empower clients to take action and increase their commitment to the financial plan’s success.
URL:https://www.afcpe.org/event/mq-fundamentals-of-true-wealth-planning-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:20241007T110000
DTEND;TZID=America/New_York:20241007T120000
DTSTAMP:20260613T092907
CREATED:20240917T174124Z
LAST-MODIFIED:20241007T203520Z
UID:10002672-1728298800-1728302400@www.afcpe.org
SUMMARY:
DESCRIPTION:
URL:https://www.afcpe.org/event/37122/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241010T120000
DTEND;TZID=America/New_York:20241010T130000
DTSTAMP:20260613T092907
CREATED:20240801T192349Z
LAST-MODIFIED:20241011T150841Z
UID:10002659-1728561600-1728565200@www.afcpe.org
SUMMARY:Ensuring Equity: Understanding and Upholding the Fair Housing Act
DESCRIPTION:Join us for a seminar on the crucial protections afforded by the Fair Housing Act. Learn how this legislation safeguards against discrimination based on race\, color\, religion\, sex\, familial status\, national origin\, and disability in housing-related activities\, including rental\, sales\, and mortgage lending. Gain insights into federal and state guidelines\, and explore real-world scenarios to better understand your rights and responsibilities in ensuring fair housing practices. \nThis event is free for AFCPE members.
URL:https://www.afcpe.org/event/ensuring-equity-understanding-and-upholding-the-fair-housing-act/
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:20241012T000000
DTEND;TZID=America/New_York:20241208T233000
DTSTAMP:20260613T092907
CREATED:20240809T145638Z
LAST-MODIFIED:20240809T145638Z
UID:10002666-1728691200-1733700600@www.afcpe.org
SUMMARY:Motivational Interviewing Bootcamp: MI for Financial Professionals
DESCRIPTION:Motivational Interviewing Bootcamp: MI for Financial Professionals is a comprehensive course designed to equip financial professionals with the skills and techniques of Motivational Interviewing (MI)\, an evidence-based communication method that helps clients find the motivation to make positive decisions and achieve their objectives. \nMI is particularly valuable for understanding client motivation\, addressing ambivalence\, and supporting clients in making informed decisions. This course will introduce you to MI tools to help you integrate MI into your practice and help you build stronger client relationships\, improve communication\, and enhance client trust and satisfaction. \nThroughout the course\, you’ll learn how to apply MI techniques through a combination of lectures\, practical exercises\, reading\, and Q&A calls. By the end of the course\, you will be equipped to effectively motivate and guide your clients toward their objectives\, resulting in better outcomes for both you and your clients. \nProgram Agenda: \nWeek 1: Introduction and the Psychology of Change (1.5 hours)\nWeek 2: Motivation and Ambivalence (1.5 hours)\nWeek 3: Reflective Listening (1.5 hours)\nWeek 4: OARS Skills (1.5 hours)\nWeek 5: Engaging and Focusing (1.5 hours)\nWeek 6: Change Talk and Sustain Talk (1.5 hours)\nWeek 7: Evoking (1.5 hours)\nWeek 8: Planning\, Advice-Giving\, and Conclusion (1.5 hours)
URL:https://www.afcpe.org/event/motivational-interviewing-bootcamp-mi-for-financial-professionals/
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:20241015T110000
DTEND;TZID=America/New_York:20241015T123000
DTSTAMP:20260613T092907
CREATED:20240718T151804Z
LAST-MODIFIED:20240718T151804Z
UID:10002656-1728990000-1728995400@www.afcpe.org
SUMMARY:Maximizing the Use of 529 Plans for Military Families
DESCRIPTION:529 plans can be a savings tool for more than just college expenses; they can be used for K-12 tuition payments\, to repay student loans\, and to purchase computers or other related educational expenses. This webinar covers how 529 education savings plans can be leveraged to provide tax-advantaged savings for future educational expenses. Gain the knowledge and tools you need to effectively support military families in planning for their children’s education\, including qualifying expenses\, Roth rollovers\, private 529 plans\, and ABLE accounts.
URL:https://www.afcpe.org/event/maximizing-the-use-of-529-plans-for-military-families/
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:20241015T130000
DTEND;TZID=America/New_York:20241015T140000
DTSTAMP:20260613T092907
CREATED:20240807T162727Z
LAST-MODIFIED:20240807T162727Z
UID:10002665-1728997200-1729000800@www.afcpe.org
SUMMARY:Education Office Hours
DESCRIPTION:Do you have questions?  At AFCPE’s Education Office Hours\, you can get answers from an expert!  \n\nOffice Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support.  For the best success\, write down questions as they come up in your study and bring them to Office Hours.\n\nAFCPE endeavors to make this meeting accessible to any and all attendees. If you require assistance regarding the accessibility of this invite\, or if you would like to request an accommodation to participate in the meeting\, please contact us at accessibility@afcpe.org
URL:https://www.afcpe.org/event/education-office-hours-8/
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:20241016T150000
DTEND;TZID=America/New_York:20241016T160000
DTSTAMP:20260613T092907
CREATED:20240110T180545Z
LAST-MODIFIED:20240110T180545Z
UID:10002578-1729090800-1729094400@www.afcpe.org
SUMMARY:Wanna be an AFC®? October Webinar
DESCRIPTION:Wanna be an AFC®? October 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-october-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:20241017T120000
DTEND;TZID=America/New_York:20241017T130000
DTSTAMP:20260613T092907
CREATED:20240801T193356Z
LAST-MODIFIED:20241018T144625Z
UID:10002660-1729166400-1729170000@www.afcpe.org
SUMMARY:FPA Connect: Addressing ID Theft on Credit Reports
DESCRIPTION:As much as people aim to protect their personal identifying information\, sometimes it falls into the wrong hands and can result in fraud or identity theft. Identity theft can damage credit and must be dealt with quickly. During this webinar\, we’ll review what identity theft is and how it might show up on credit reports and share the steps you can take as a practitioner to help your clients address identity theft issues on credit reports. Practitioners should leave this webinar with a better understanding of the process for disputing fraudulently opened accounts that show on credit reports including for youth in foster care and military. \nPresenter: Carli Cisna\, AFC ®️\, CBA Training Institute Manager
URL:https://www.afcpe.org/event/fpa-connect-addressing-id-theft-on-credit-reports/
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:20241023T120000
DTEND;TZID=America/New_York:20241023T130000
DTSTAMP:20260613T092907
CREATED:20240920T183749Z
LAST-MODIFIED:20240920T183749Z
UID:10002676-1729684800-1729688400@www.afcpe.org
SUMMARY:Life Planning: What It Is and How to Integrate It
DESCRIPTION:Financial life planning (aka life planning) is a broad concept with no universally accepted definition. Yet\, it’s often associated with George Kinder’s renowned approach\, particularly his “three questions” that guide individuals toward meaningful life goals. In this session\, you’ll explore the essence of life planning\, gaining a clear understanding of its principles and how it can be effectively integrated into your practice. Additionally\, you’ll discover practical steps to start incorporating life planning techniques and learn about resources to deepen your expertise in this transformative process.
URL:https://www.afcpe.org/event/life-planning-what-it-is-and-how-to-integrate-it/
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:20241024T120000
DTEND;TZID=America/New_York:20241024T130000
DTSTAMP:20260613T092907
CREATED:20240919T213809Z
LAST-MODIFIED:20240925T163842Z
UID:10002674-1729771200-1729774800@www.afcpe.org
SUMMARY:Navigating the Evolving Landscape of Federal Student Loans
DESCRIPTION:In this timely webinar\, we’ll explore the current state of federal student loans\, focusing on the impact of recent SAVE plan lawsuits and how they affect borrowers. We’ll also discuss potential outcomes based on the upcoming election and how changes in leadership could reshape the student loan system. To support financial coaches\, advisors\, and planners\, we’ll share our favorite resources to help you stay informed and guide your clients through these uncertain times. \nPresenter: Emma Crawford\, MA\, CFP®️\, CSLP®️
URL:https://www.afcpe.org/event/free-webinar-navigating-the-evolving-landscape-of-federal-student-loans/
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:20241028T150000
DTEND;TZID=America/New_York:20241028T160000
DTSTAMP:20260613T092907
CREATED:20241028T160125Z
LAST-MODIFIED:20241028T160125Z
UID:10002690-1730127600-1730131200@www.afcpe.org
SUMMARY:AFCPE Business Meeting
DESCRIPTION:As an AFCPE Member\, you are invited to attend our Annual Business Meeting. This meeting will be held virtually on: \nMonday\, October 28 at 3 PM ET. \nAFCPE’s annual business meeting provides you with an update on the state of the organization. We will share and highlight the following: \n\nProgram updates\nNew initiatives\nImpact stories\nWork happening by members like you\n\nWe will also be conducting a vote to change the member voting quorum in our bylaws. Because we are requesting a vote\, registration to attend is required. Additional details regarding the member voting quorum are included below for your review ahead of the annual business meeting. \nAll members are encouraged to attend and vote! \nAFCPE endeavors to make its Annual Business Meeting accessible to all attendees. If you require assistance regarding the accessibility of this invite\, or if you would like to request an accommodation to participate in the annual business meeting\, please contact us at accessibility@afcpe.org.  \nThank you for being a valued member of AFCPE!
URL:https://www.afcpe.org/event/afcpe-business-meeting/
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:20241030T110000
DTEND;TZID=America/New_York:20241030T120000
DTSTAMP:20260613T092907
CREATED:20240917T175508Z
LAST-MODIFIED:20240917T175508Z
UID:10002673-1730286000-1730289600@www.afcpe.org
SUMMARY:Medicare 101: Simplifying Enrollment and Benefits
DESCRIPTION:For almost 60 years\, Medicare has provided health coverage for adults over age 65 and individuals with qualifying medical conditions. Though it’s a household name\, many people shudder at the thought of trying to understand the Medicare program or navigate the ins and outs of their benefits. But understanding and utilizing Medicare benefits can be as easy as AB(C)D! \nDuring this session\, participants will gain a comprehensive understanding of Medicare basics\, including its history and the key differences between Medicare and Medicaid. They will learn about the enrollment process and timing to ensure they are properly covered. The session will also cover the various benefits available under Medicare’s different parts\, helping participants to maximize their healthcare coverage. Additionally\, there will be a focus on coordinating care between Medicare and other programs such as Tricare for Life and Veterans Affairs benefits\, ensuring seamless integration and optimized care for all eligible participants.
URL:https://www.afcpe.org/event/medicare-101-simplifying-enrollment-and-benefits/
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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