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X-WR-CALDESC:Events for AFCPE
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DTSTART;TZID=America/New_York:20260108T110000
DTEND;TZID=America/New_York:20260108T123000
DTSTAMP:20260609T195312
CREATED:20251124T220421Z
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UID:10002773-1767870000-1767875400@www.afcpe.org
SUMMARY:2025 Military Personal Finance Year in Review
DESCRIPTION:This webinar explores key developments that shaped the finances of service members and their families in 2025. Drawing on insights from Defense Department Personal Financial Managers\, this session explores military specific financial events\, highlighting relevant research published in 2025\, and anticipated changes in 2026. Designed for financial professionals supporting\nmilitary families\, this webinar strengthens your professional capacity to navigate the evolving military financial landscape. \nLearning Objectives: \n\nIdentify key legislation\, policy updates\, and military-specific events that influenced financial readiness in 2025.\nSummarize significant personal finance research findings published in 2025 and their relevance to military families.\nPrepare for upcoming changes in 2026 that may affect the work of service providers serving military populations.
URL:https://www.afcpe.org/event/2025-military-personal-finance-year-in-review/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260108T120000
DTEND;TZID=America/New_York:20260108T130000
DTSTAMP:20260609T195312
CREATED:20251211T150926Z
LAST-MODIFIED:20260106T152650Z
UID:10002776-1767873600-1767877200@www.afcpe.org
SUMMARY:Your AFC® + CFP®: What Dual Credentialing Can Mean for Your Clients and Career
DESCRIPTION:This session provides a real\, behind-the-scenes look at that “other” credential in the personal finance space\, delivered by two professionals who hold both the AFC®️ and CFP®️ certifications. These marks and professionals are not competitors\, but rather powerful complements. This session will expand your body of knowledge and answer burning questions by your fellow AFCs. The goal of this session is to bring clarity and knowledge to our AFCPE community\, helping you feel well-versed on the credentials for your own professional development or when referring clients. Find out how Jackie and Cherie are using their credentials to customize their own unique approach to their work\, career pathways\, and impact. \nPresenters: Jackie Cummings Koski\, CFP®\, MSPFP\, AFC®  and Cherie Stueve\, PhD CFP® AFC® FFC® FBS® CAP®
URL:https://www.afcpe.org/event/your-afc%ef%b8%8f-cfp%ef%b8%8f-what-dual-credentialing-can-mean/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260115
DTEND;VALUE=DATE:20260116
DTSTAMP:20260609T195312
CREATED:20251216T161749Z
LAST-MODIFIED:20251216T161749Z
UID:10002779-1768435200-1768521599@www.afcpe.org
SUMMARY:Medicare Made Simple: What Caregivers and Providers Need to Know Now
DESCRIPTION:This on-demand learning session provides an overview Medicare with information for providers who support family caregivers\, delivered in a format designed to move beyond the traditional webinar. Instead of a one-time lecture\, this program offers a flexible\, self-paced experience featuring short learning segments\, real-world scenarios\, and interactive prompts to help you apply what you learn. Medicare is a federal health insurance program for people age 65 and older\, along with certain younger individuals with disabilities or serious health conditions\, and helps pay for services such as doctor visits\, hospital stays\, and prescription medications. The session explains the different parts of Medicare: Part A (hospital care)\, Part B (outpatient and routine medical services)\, Part D (prescription drugs)\, and Part C/Medicare Advantage (bundled plans offered through private insurers). \nThe video will offer practical guidance to support care coordination and caregiver engagement. Topics include an overview of traditional Medicare benefits\, for both the individual and her/his caregivers\, as well as other considerations that may shape care planning conversations. Designed with busy professionals in mind\, this session allows you to learn at your own pace while engaging in a creative approach to Medicare education. It is ideal for healthcare providers\, social workers\, care coordinators\, case managers\, educators\, and community partners working with caregivers or home-based care settings.
URL:https://www.afcpe.org/event/medicare-made-simple-what-caregivers-and-providers-need-to-know-now/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T120000
DTEND;TZID=America/New_York:20260115T130000
DTSTAMP:20260609T195312
CREATED:20251211T150028Z
LAST-MODIFIED:20260108T005936Z
UID:10002775-1768478400-1768482000@www.afcpe.org
SUMMARY:FPA Connect: Reverse Budgeting: Simple\, Powerful\, and Not for Everyone
DESCRIPTION:“Keep a budget” is one of the most common yet least implemented recommendations. This interactive webinar highlights why conventional budgeting is so difficult and how “reverse budgeting” may be a better approach. While conventional budgeting takes a detailed bottom-up approach\, reverse budgeting’s top-down approach focuses first on goals and savings. This flip can increase clients’ savings rates and financial health while paradoxically decreasing their understanding of how each dollar is spent. Reverse budgeting is simple yet powerful. And\, as this webinar discusses\, not for everyone. \nThis session It equips AFC professionals with a simple\, client-friendly budgeting alternative they can use when traditional methods fail—helping clients reduce overwhelm\, stay motivated\, and make meaningful progress toward their goals. \nPresenter: Matt J. Goren\, PhD CFP
URL:https://www.afcpe.org/event/fpa-connect-reverse-budgeting/
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:20260128T130000
DTEND;TZID=America/New_York:20260128T140000
DTSTAMP:20260609T195312
CREATED:20251222T013517Z
LAST-MODIFIED:20251222T013916Z
UID:10002780-1769605200-1769608800@www.afcpe.org
SUMMARY:From Overwhelm to Action: Creating “Buy-In” in Pro Bono Financial Planning
DESCRIPTION:You’ve seen it happen in pro bono work. A client schedules an appointment and shows up hopeful—but overwhelmed. They nod along during the session\, yet follow-through is limited. Or life gets in the way and momentum stalls after just one meeting. Sometimes\, clients don’t show up at all. \nIn pro bono financial planning\, this isn’t a failure of advice or effort. More often\, it’s a lack of buy-in. Buy-in is the foundation that helps clients feel capable\, motivated\, and supported—especially when time is limited and financial stress is high. When buy-in is present\, clients are more likely to engage\, take action between sessions\, and make meaningful progress\, even within short-term or volunteer-led engagements. \nIn this free webinar\, Kelsa Dickey will share a practical\, client-centered framework designed to help nonprofit staff\, CFP® professionals\, and AFC® professionals intentionally create buy-in at key touchpoints in the client relationship. Participants will learn how thoughtful communication\, realistic expectations\, and intentional touchpoints can increase participation\, improve follow-through\, and lead to more meaningful outcomes for both clients and volunteers.
URL:https://www.afcpe.org/event/pro-bono-financial-planning/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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