Podcasts and Newsletters
The Ins and Outs of Helping Borrowers Manage Their Student Loans
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
Read More >FPA Connect: Strengthening Your Cybersecurity and Protecting Client Data
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
Read More >AFCPE Business Meeting
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
Read More >Let’s Get Organized – A Primer on Tax Documents
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
Read More >2025 Tax Updates: What Service Providers Need to Know
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
Read More >Leveraging PowerPay: An Extension Tool for Debt Management
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
Read More >Financial Abuse is Domestic Abuse: Equipping Service Providers to Support Victims
Many professionals work with victims of abuse every day, but just may not know it. Domestic abuse presents in many forms, such as emotional, physical, and financial abuse. Understanding the financial considerations for domestic abuse is essential for service providers across the spectrum of family readiness coordinating care for abuse...
October 23, 2024
Read More >Linking Life Planning & Cash Flow Management: Your Most Important Client Conversations
Life planning and cash flow management are services that provide immeasurable value to financial planning clients. By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives. Help your clients to focus on what...
October 09, 2024
Read More >Education Office Hours
Do you have questions? At AFCPE's Education Office Hours, you can get answers from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support. For the best success, write down questions as they come up in your...
October 08, 2024
Read More >Education Office Hours
Do you have questions? At AFCPE's Education Office Hours, you can get answers from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support. For the best success, write down questions as they come up in your...
October 08, 2024
Read More >Education Office Hours
Do you have questions? At AFCPE's Education Office Hours, you can get answers from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support. For the best success, write down questions as they come up in your...
October 08, 2024
Read More >FPA Connect: Tax Deferred Retirement Savings Plans in Later Life
Many U.S. workers have tax-deferred retirement savings accounts such as traditional IRAs, SEP-IRAs, and qualified employer retirement savings plans (e.g., 401(k)s, 403(b)s, 457s, and the Thrift Savings Plan). Many of these accounts are started with the assumption that one’s marginal tax bracket will be lower in later life than during...
October 02, 2024
Read More >