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DTSTART;TZID=America/New_York:20251209T110000
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UID:10002774-1765278000-1765283400@www.afcpe.org
SUMMARY:FinTech: Navigating Regulations and Risks in Financial Counseling
DESCRIPTION:This webinar educates financial counselors on the Security and Exchange Commission’s role in regulating FinTech innovations\, enabling them to assist Service members and their families on the opportunities\, risks\, and ethical considerations of utilizing these emerging financial technologies.
URL:https://www.afcpe.org/event/fintech-navigating-regulations-and-risks-in-financial-counseling/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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DTSTART;TZID=America/New_York:20251211T120000
DTEND;TZID=America/New_York:20251211T130000
DTSTAMP:20251112T195528Z
CREATED:20251110T223445Z
LAST-MODIFIED:20251112T195528Z
UID:10002771-1765454400-1765458000@www.afcpe.org
SUMMARY:Your Secret Weapon: Client Relationship Management Software
DESCRIPTION:A properly designed and implemented CRM system goes far beyond contact management — it can become the operating system for your entire counseling or coaching practice. \nIn this session\, we’ll explore how strategically implemented CRM software enhances the financial counseling process and strengthens the client–counselor relationship — all on autopilot. Learn how to: \n-Automate client communication \n-Manage clients throughout the counseling or coaching process \n-Provide a secure client portal for gathering and sharing information \n-Facilitate client engagement and completion of “homework” \n-Remind clients of tasks between sessions \n-Integrate session scripts and note taking \nTime: Noon ET \nPresenters: Amelie Riendl\, AFC®️ PMP®️ and Joshua Escalante Troesh CFP®️\, MBA
URL:https://www.afcpe.org/event/your-secret-weapon-client-relationship-management-software/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251218T120000
DTEND;TZID=America/New_York:20251218T130000
DTSTAMP:20251113T222419Z
CREATED:20251113T221933Z
LAST-MODIFIED:20251113T222419Z
UID:10002772-1766059200-1766062800@www.afcpe.org
SUMMARY:FPA Connect: What’s New in Personal Finance: A 2025 Annual Review
DESCRIPTION:This webinar will recap 2025 through a personal finance lens by describing noteworthy financial news\, trends\, and events and their implications for personal financial planning. The webinar will also include the results of 2025 research articles and a preview of announced changes related to income and estate taxes and Social Security for 2026. \nPresenter: Barbara O’Neill\, Ph.D.\, CFP®\, CRPC\, AFC®\, CFEd\, CPFFE \nFriendly Reminder: The link and recording for this webinar are for your personal use as a registered attendee. Please help us protect the integrity of the program by not sharing them with others. \nAFCPE is committed to providing persons with disabilities with substantially equivalent access to all of our programs\, services\, and events. If you have an ADA accommodation or modification request\, please complete the ADA Accommodation Request Form by clicking here or contact us at accessibility@afcpe.org.
URL:https://www.afcpe.org/event/fpa-whats-new-in-personal-finance-2025/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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