Podcasts and Newsletters
Future Proof Your Practice
Future Proof Your Practice This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight analysis tool to identify trends that could interrupt your business. Learn how to change these disruptors...
February 16, 2024
Read More >Practitioners Unite! Connect & Create: Peer Content Review
Practitioners Unite! Connect & Create: Peer Content Review Get ready to dive into a collaborative experience where you & your AFCPE peers will exchange feedback on various content types, from your resume and websites to marketing materials, client agreements, and budgeting spreadsheets. Participants should come prepared with the content they'd...
February 16, 2024
Read More >Finance in Full Color: Effectively serving diverse communities
Finance in Full Color: Effectively serving diverse communities How can you tailor educational materials to be inclusive? This webinar aims to provide actionable tips for fostering diversity, equity, and inclusion in financial counseling. With presenter Markia Brown, AFC®️, and special guest Rahkim Sabree, AFC®️ at the helm, the session delves...
February 16, 2024
Read More >Member Meet-up: Get Found, Get Booked—How to Write SEO Website Copy That Results in More Discovery Calls
Member Meet-up: Get Found, Get Booked—How to Write SEO Website Copy That Results in More Discovery Calls A dialed-in website that converts ideal prospects — and filters out bad fits — is the single most important component of any business’s marketing strategy. In this presentation, you’ll discover how to write...
February 14, 2024
Read More >Engaging Families and Money
Engaging Families and Money Families can have complex financial and emotional dynamics that are difficult to navigate as a helping professional. We cover best practices around boundary setting, systemic interactions, and tools for working with complex systems.
February 14, 2024
Read More >Securing Tomorrow: Navigating Social Security Retirement & Survivor Benefits
Securing Tomorrow: Navigating Social Security Retirement & Survivor Benefits Social Security retirement benefits provide financial support to individuals who have worked and contributed to the Social Security system. The amount of the retirement benefit is based on factors such as the individual’s earnings history and the age at which they...
February 14, 2024
Read More >Understanding the Financial Needs & Trauma of Your Customers
Understanding the Financial Needs & Trauma of Your Customers Banks that understand their customers’ unique needs, goals and challenges are well positioned to provide them with tailored solutions that improve their financial health. Financial empathy enables financial institutions to provide products and services that help customers and communities overcome financial...
February 14, 2024
Read More >Personal Finance Seminar for Professionals
Personal Finance Seminar for Professionals The Personal Finance Seminar for Professionals is an annual program coordinated by the Financial Wellness Team within Family and Consumer Sciences. The objective is to provide relevant financial information and resources via a virtual environment to financial educators, financial professionals, and financial counselors. This year...
February 09, 2024
Read More >Navigating Finances with Valor: Financial Planning Insights for Military Clients
Navigating Finances with Valor: Financial Planning Insights for Military Clients This webinar is Part 2 of FFP’s series on Pro Bono Financial Planning for Military Personnel, Veterans, and Families. In this presentation, Brandy Baxter, AFC®, FFC®, United States Airforce Veteran, will build upon Dick Power, CFP®’s January 18th Presentation about...
February 06, 2024
Read More >A Financial Professional’s Guide to the Student Loan SAVE Plan
A Financial Professional’s Guide to the Student Loan SAVE Plan In this class, financial professionals learn about the Saving on a Valuable Education (SAVE) Plan—the most affordable student loan repayment plan ever created for most borrowers. Learn how it can significantly lower monthly payments, provide generous interest subsidies, and simplify...
February 01, 2024
Read More >AFCPE® Symposium 2024
Each year, the AFCPE Symposium brings together a diverse and inclusive community of professionals working across the personal finance field. AFCPE Symposium is the intersection of financial education, research, and practice. The expertise and passion of our community make it an event like no other!
January 22, 2024
Read More >FPA Connect: Your client gave you their tax return, now what?
Your client gave you their tax return, now what? How can you leverage your client’s tax return for optimal financial planning? In this session, we'll focus on two key areas: decoding a client’s 1040 for planning opportunities and reviewing common filing mistakes. Whether you're new to tax planning or seeking...
January 22, 2024
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