Podcasts and Newsletters

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...

January 07, 2025

Financial trauma is an inherent part of working with people and money. In this webinar, we will explore what financial trauma is, how to recognize its symptoms in your clients, and practical steps to help them begin healing from its effects. Gain essential tools and insights to better support clients...

January 02, 2025

While military families experience lower rates of illicit substance use compared to the general population, substance use disorders (SUDs) remain a significant concern for many service members and their families. Those deployed to combat zones, under the age of 25, or coping with co-occurring PTSD are particularly vulnerable. This webinar...

December 16, 2024

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,...

December 12, 2024

The ethics of care emphasizes compassion, empathy, and respect in client interactions, crucial for building trust and clear communication. Providers must often engage not only with clients but also with caregivers and supports, especially in long-term care for individuals with disabilities. Balancing empathetic care with professional boundaries is essential, yet...

December 11, 2024

This session will cover key updates and information related to student loan borrower counseling. The session will provide an overview of the basics of the student loan system, including determining what type of loans a borrower has and what the status of those loans are, in addition to advising borrowers...

December 11, 2024

December 10, 2024

In today’s digital landscape, maintaining client confidentiality and trust is essential. As financial professionals, our responsibility extends beyond providing sound advice—it includes safeguarding sensitive information. The good news is that enhancing cybersecurity is simpler than it may seem. In this session, we will discuss how common cybersecurity vulnerabilities can compromise...

November 05, 2024

As an AFCPE Member, you are invited to attend our Annual Business Meeting. This meeting will be held virtually on: Monday, October 28 at 3 PM ET. AFCPE’s annual business meeting provides you with an update on the state of the organization. We will share and highlight the following: Program updates...

October 28, 2024

Working with clients who receive U.S. tax documents is a common scenario for many financial professionals. This webinar, led by Maggie Klokkenga, CFP®️, AFC®️, CPA, will equip you with the tools to guide clients on what tax forms they should expect, when they’ll receive them, and how to manage them...

October 25, 2024

Get your questions answered! If you have any questions for our presenter, please email them to oneoppersonalfinance@gmail.com by Tuesday, January 21, 2025. Learn the answers to your questions during the live webinar on Tuesday, February 11, 2025. About This Webinar Whether stationed domestically or overseas, or serving on active duty...

October 23, 2024

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...

October 23, 2024