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X-WR-CALDESC:Events for AFCPE
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DTSTART;TZID=America/New_York:20260319T120000
DTEND;TZID=America/New_York:20260319T130000
DTSTAMP:20260315T012541
CREATED:20260126T205130Z
LAST-MODIFIED:20260126T221056Z
UID:10002786-1773921600-1773925200@www.afcpe.org
SUMMARY:FPA Connect: Reverse Mortgage Psychology: Navigating the Back-and-Forth between Benefits and Pitfalls
DESCRIPTION:Are your senior clients sitting on substantial home equity but struggling with cash flow\, or are they reluctant to tap into investments during market downturns? Reverse mortgages can be a powerful financial tool\, but they come with complexity\, costs\, and crucial timing considerations that demand your professional guidance. In this dynamic webinar\, we’ll cut through the confusion and explore the strategic scenarios where reverse mortgages shine\, as well as the red flags that should make you pump the brakes. \nYou’ll gain a clear understanding of FHA-insured HECMs\, HECMs for Purchase\, and proprietary loans\, including how the application process works\, what principal limit factors mean for your clients\, and how to navigate the counseling requirements. Whether you’re a financial counselor helping clients preserve independence or an advisor optimizing retirement income strategies\, you’ll leave equipped to confidently guide the back-and-forth conversation about who truly benefits from reverse mortgages and who should steer clear. \nPresenter: Todd Christensen \nFree for AFCPE and FPA Members
URL:https://www.afcpe.org/event/fpa-connect-reverse-mortgage-psychology/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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DTSTART;TZID=America/New_York:20260323T180000
DTEND;TZID=America/New_York:20260323T200000
DTSTAMP:20260315T012541
CREATED:20260202T225715Z
LAST-MODIFIED:20260202T225715Z
UID:10002790-1774288800-1774296000@www.afcpe.org
SUMMARY:Communicating for Client Understanding
DESCRIPTION:Few things are more frustrating than explaining a financial concept\, only to realize your client is still confused and unable to move forward. This intensive workshop solves the disconnect between expert advice and client comprehension by providing a tactical framework for clear\, jargon-free communication. Through interactive breakout sessions and real-world practice\, you will master the use of relatable analogies\, “clean-number” examples\, and intentional visuals designed to lower the mental hurdle for your clients. You will leave this workshop with a ready-to-use toolkit that replaces confusion with confidence\, empowering your clients to truly grasp their options and take decisive action.
URL:https://www.afcpe.org/event/communicating-for-client-understanding/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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DTSTART;TZID=America/New_York:20260326T110000
DTEND;TZID=America/New_York:20260326T130000
DTSTAMP:20260315T012541
CREATED:20251216T155554Z
LAST-MODIFIED:20260311T203942Z
UID:10002777-1774522800-1774530000@www.afcpe.org
SUMMARY:Ethics in Action: Applying Ethical Standards in Financial Counseling
DESCRIPTION:Ethical practice is essential to effective financial counseling education. Designed for financial counselors\, educators\, and military family service providers\, this session examines the Military Standards of Ethical Conduct\, the AFCPE Code of Ethics\, financial disclosure requirements\, and federal gifting guidelines. In this 2-hour webinar\, Dr. Bruce Ross\, AFC®\, CFT™\, and Mr. Caleb Burrell\, MA\, LMFT\, will guide participants through discussion and real-world case scenarios\, highlighting strategies for navigating ethical dilemmas. \nThis webinar is pending approval for 2.0 continuing education (CE) credits. \nPresenters: Dr. Bruce Ross\, AFC®\, CFT™\, and Mr. Caleb Burrell\, MA\, LMFT\,
URL:https://www.afcpe.org/event/ethics-in-action-applying-ethical-standards-in-financial-counseling/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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END:VEVENT
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DTSTART;TZID=America/New_York:20260326T120000
DTEND;TZID=America/New_York:20260326T130000
DTSTAMP:20260315T012541
CREATED:20260126T204139Z
LAST-MODIFIED:20260126T220812Z
UID:10002785-1774526400-1774530000@www.afcpe.org
SUMMARY:Military Series: Identifying VA Financial Awareness Programs
DESCRIPTION:This webinar is designed to equip financial counselors\, coaches\, and educators with the knowledge and tools to better support veterans and their dependents. The session will highlight how these programs help veterans and their families achieve financial stability\, effectively manage and maximize their benefits\, make informed financial decisions\, avoid common financial pitfalls through increased financial literacy\, and build long-term financial security during and after military service. \nPresenter: Michael Cruz \nFree for members/$50 for non-members/
URL:https://www.afcpe.org/event/military-series-identifying-va-financial-awareness-programs/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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