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DTSTART;TZID=America/New_York:20250109T120000
DTEND;TZID=America/New_York:20250109T130000
DTSTAMP:20260515T070334
CREATED:20240923T200907Z
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UID:10002679-1736424000-1736427600@www.afcpe.org
SUMMARY:Starting fresh in the New Year: Empowering clients for year-round progress towards financial goals
DESCRIPTION:As the new year begins\, setting fresh goals or revisiting old ones can feel overwhelming. Join us to explore behavioral science and learn how to apply simple\, empathetic strategies in client conversations. Your clients will be better equipped to develop strategies\, overcome challenges\, and stay motivated—all year long. Plus\, these insights are versatile and apply to any goal\, not just financial ones! \nThis session will weave together: \n\n“Atomic” habits that support the creation and maintenance of behaviors\, leading to desired long-term behaviors and progress towards goals\nSystem 1 and System 2 influences and how environmental factor influence behavior- change and decision-making to keep focused\nSolution-focused questioning to shift client perspective towards\nSolutions rooted in their strengths\nEmpathetic and nonjudgmental approaches to help clients understand and address the obstacles that hinder the formation and maintenance of desired behaviors\n\nPresenter: Cherie Stueve\, PhD CFP®️ AFC®️ FFC®️ FBS®️ \nThis event is free for members.
URL:https://www.afcpe.org/event/starting-fresh-in-the-new-year-empowering-clients-for-year-round-progress-towards-financial-goals/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250116T120000
DTEND;TZID=America/New_York:20250116T130000
DTSTAMP:20260515T070334
CREATED:20241002T144529Z
LAST-MODIFIED:20250117T155908Z
UID:10002681-1737028800-1737032400@www.afcpe.org
SUMMARY:FPA Connect: Tax Deferred Retirement Savings Plans in Later Life
DESCRIPTION:Many U.S. workers have tax-deferred retirement savings accounts such as traditional IRAs\, SEP-IRAs\, and qualified employer retirement savings plans (e.g.\, 401(k)s\, 403(b)s\, 457s\, and the Thrift Savings Plan). Many of these accounts are started with the assumption that one’s marginal tax bracket will be lower in later life than during working years. This may or may not actually be the case. Some older adults with multiple streams of income are surprised to see that their income actually increases. This webinar will discuss tax-deferred accounts from the viewpoint of older adults including income withdrawal strategies\, required minimum distributions (RMDs)\, portfolio rebalancing\, tax minimization strategies\, beneficiary designations\, tax withholding\, and more. \nFree for members \nPresenter: Dr. Barbara O’Neill\, CFP®\, AFC® is the owner/CEO of Money Talk
URL:https://www.afcpe.org/event/fpa-connect-tax-deferred-retirement-savings-plans-in-later-life/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250128T110000
DTEND;TZID=America/New_York:20250128T123000
DTSTAMP:20260515T070334
CREATED:20241023T202154Z
LAST-MODIFIED:20241023T202154Z
UID:10002687-1738062000-1738067400@www.afcpe.org
SUMMARY:Leveraging PowerPay: An Extension Tool for Debt Management
DESCRIPTION:Military service providers frequently see concerns such as high credit card balances\, multiple loans\, and the stress associated with significant debt levels. Those in debt often feel overwhelmed and unsure of where to start. PowerPay\, a free tool developed by Utah State University Extension\, is available to service members\, their families\, and military family service providers. Our experts will guide you in using this web-based debt elimination calculator to create a personalized plan tailored to your needs or those of your clients. Without requiring personal identifying information\, PowerPay allows users to save debt plans for future editing and manage multiple debt profiles. Join us for an interactive webinar to learn how to leverage this innovative tool.
URL:https://www.afcpe.org/event/leveraging-powerpay-an-extension-tool-for-debt-management/
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250128T120000
DTEND;TZID=America/New_York:20250128T130000
DTSTAMP:20260515T070334
CREATED:20241212T195103Z
LAST-MODIFIED:20241212T195103Z
UID:10002695-1738065600-1738069200@www.afcpe.org
SUMMARY:Member Meet Up: Amplified in '25: How Your Personal and Professional Success in 2025 Empowers Your Client's Success
DESCRIPTION:As a professional\, sometimes you get so busy inspiring others\, you forget to turn that inspiration towards yourself! In the new year\, you may feel that achieving your personal goals for your business\, career\, and personal development is daunting. This session is designed to help financial professionals create a plan\, and provide the space to use your own super powers for your benefit. Together we will apply the principles of behavioral science and “atomic” habits to create clear\, actionable goals for you to grow in the new year. By building sustainable habits and staying motivated\, you’ll set the stage for your definition of a successful year—one that amplifies your impact on your clients. \nJoin us on Tuesday\, January 28th at noon ET for this interactive session with our host\, Cherie Stueve\, PhD CFP® AFC® FFC® FBS® where we’ll explore: \n\n“Atomic” Habits for Coaches: Simple\, proven strategies to build and maintain habits that drive long-term professional and personal success.\nSystem 1 and System 2 Thinking: Learn how your environment and thought processes shape your decisions\, and how to stay focused on your goals.\nSolution-Focused Mindset: Shift your perspective to leverage your strengths and identify solutions to challenges in your professional journey.\nEmpathetic Self-Coaching: Adopt nonjudgmental\, empathetic approaches to overcome obstacles\, prioritize your goals\, and remain motivated throughout the year.\n\nBy investing in your growth\, you’ll not only achieve your goals but also inspire and empower your clients to achieve theirs. Let’s make 2025 your most successful year yet! \nWant to learn how to apply these concepts with your clients? Join Cherie for a client-specific session on January 9th! Missed it? Check out the recording!
URL:https://www.afcpe.org/event/member-meet-up-amplified-in-25-how-your-personal-and-professional-success-in-2025-empowers-your-clients-success/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250128T130000
DTEND;TZID=America/New_York:20250128T140000
DTSTAMP:20260515T070334
CREATED:20250107T190552Z
LAST-MODIFIED:20250107T190552Z
UID:10002698-1738069200-1738072800@www.afcpe.org
SUMMARY:Empathetic Engagement: Enhancing Your Pro Bono Financial Planning Practice
DESCRIPTION:Empathy-driven pro bono financial planning transforms underserved communities by providing more than financial advice. Advisors who integrate empathy deliver personalized support that addresses clients’ emotional needs\, building trust and fostering open communication. Serving pro bono clients with empathy ensures they receive both financial guidance and emotional support\, which is crucial for navigating complex financial decisions. This approach enables the creation of tailored solutions that resonate deeply with clients\, enhancing both financial outcomes and overall well-being.
URL:https://www.afcpe.org/event/empathetic-engagement-enhancing-your-pro-bono-financial-planning-practice/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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