First, we’ll level-set on core estate planning concepts—not from a legal drafting perspective, but from a counseling and client guidance standpoint. The goal is to strengthen how you identify planning gaps and educate clients effectively. Next, we’ll examine how military benefits intersect with estate planning decisions. As you know, programs like TRICARE and the Survivor Benefit Plan can create both […]
Events
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$50/Free for AFCPE Members This session explores Spent, a virtual poverty simulation as a viable training tool for current and rising financial counselors. First, the presenter will discuss the state of poverty in the United States including nationwide statistics and then discuss why poverty simulations are effective training tools. The presenter will share how Spent has been used in higher education to train rising professionals […]
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The Personal Finance Seminar for Professionals is an annual program coordinated by the Financial Wellness Team within University of Maryland Extension. The objective is to provide relevant financial information and resources via a virtual environment to financial educators, financial professionals, and financial counselors.
$130
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Most Americans begin their financial journey later than they’d like—saving, investing, and planning for retirement only after a wake‑up moment filled with regret or shame. But late starters aren’t doomed. Many already possess overlooked strengths, and you’re uniquely positioned to help them harness those advantages and accelerate their progress. In this session, two leading experts on late‑starter success—and co‑hosts of […]
Free for AFCPE and FPA Members
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