Podcasts and Newsletters
Synthetic ID Theft: What every advocate should know
Synthetic ID Theft: What every advocate should know Identity theft and fraud are not new, but synthetic ID theft—or “Frankenstein fraud”—where thieves piece together information from different people to create a new identity, is the fastest-growing type of fraud. The Federal Trade Commission (FTC) estimates that up to 85% of...
July 05, 2023
Read More >Disparities in Debt: Making a case for economic equity
Disparities in Debt: Making a case for economic equity Wealth can provide countless opportunities—paying for an education without student loans, buying goods without needing financing, and building a retirement nest egg, for example. Unfortunately, wealth is unequally distributed by race in the United States, and several key factors (disparities in...
July 05, 2023
Read More >Unlocking the Secrets of Credit Reports
Unlocking the Secrets of Credit Reports While credit reports are essential tools for financial coaching and counseling, reading and interpreting reports to inform decision making can be challenging for consumers and practitioners alike. During this webinar, we’ll unlock secrets of reading credit reports by reviewing a sample report for Bill,...
July 05, 2023
Read More >FPA Connect: A Behind the Scenes Look at Divorce: 3 Ways You Can Help Your Clients
FPA Connect: A Behind the Scenes Look at Divorce: 3 Ways You Can Help Your Clients Rhonda Noordyk, CDFA®️ will be sharing three simple ways you can better help your clients going through divorce. Rhonda will provide a behind-the-scenes look at the divorce process, the challenges, and the opportunities. You...
June 22, 2023
Read More >Practitioners Unite: Networking Coffee Chat
Practitioners Unite: Networking Coffee Chat Join us on Tuesday, July 18th at 1pm for a virtual networking coffee chat event! Connect with other financial professionals from various industries, exchange ideas, and expand your network—all from the comfort of your home. Engage in meaningful conversations, discover new opportunities, and build valuable...
June 15, 2023
Read More >July Member Meet Up: Meeting Neurodiverse Client Needs in the Office and in Conference Presentations
Member Meet-up: July Member Meet Up: Meeting Neurodiverse Client Needs in the Office and in Conference Presentations Join us on Tuesday, July 11th at 12pm ET as Kate Mieletz, PhD, AFC & Christine Hargrove show us how to meet the needs of neurodiverse clients in the office and in presentations....
June 15, 2023
Read More >Building Trust and Safety: 5 Essential Elements for Financial Advisors
Building Trust and Safety: 5 Essential Elements for Financial Advisors Trust and safety are essential elements for any successful relationship. The Advisor-Client one is no different. Research shows that trust is an essential part of the success of the advisor-client relationship. This webinar seeks to educate the advisor on the...
June 07, 2023
Read More >Preparing for the People-Centered, Technology-Enabled, Financial Planning Engagements of the Future
Preparing for the People-Centered, Technology-Enabled, Financial Planning Engagements of the Future This session describes the current fintech environment and the best practices for successfully integrating these tools into your practice. We focus on using these tools for efficiency, saving the advisor time, and deepening the client relationship. Our goal is...
June 07, 2023
Read More >AFCPE Board Leadership Info Session
AFCPE Board Leadership Info Session AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors. We have openings for members representing: Accessibility, Military/Government, and Private Practice. Join us for an informational session led by current AFCPE Board members to learn more about board service,...
May 31, 2023
Read More >AFCPE Board Leadership Info Session
AFCPE Board Leadership Info Session AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors. We have openings for members representing: Accessibility, Military/Government, and Private Practice. Join us for an informational session led by current AFCPE Board members to learn more about board service,...
May 31, 2023
Read More >Getting a Handle on Debt: Understanding Debt Resolution vs. Bankruptcy
Getting a Handle on Debt: Understanding Debt Resolution vs. Bankruptcy Join Consumer Action for a train-the-trainer webinar on getting a handle on debt and understanding debt resolution versus bankruptcy. This free 90-minute training will focus on debt relief strategies consumers can use to tackle their bills and reduce their financial...
May 30, 2023
Read More >Helping Military Families Understand the True Cost of Convenience
Helping Military Families Understand the True Cost of Convenience Buying a candy bar or sports drink at the gas station or an impulse purchase at the grocery store are common examples of spending leaks—dollars unintentionally spent. Meal delivery services are another example of a significant spending leak, with Americans spending...
May 30, 2023
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