Podcasts and Newsletters
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
Read More >Predictably Irrational Book Study
Predictably Irrational Book Study Hosted by Andi Wrenn Join us for a six (6) week opportunity to apply what we learn in reading this book and applying it to working with clients in personal finance. Helping clients with everyday financial decisions, savings on autopilot, planning for purchases and investment decisions....
May 30, 2023
Read More >SNAP and SNAP-Ed: Supporting Food and Nutrition Security in Your Community
SNAP and SNAP-Ed: Supporting Food and Nutrition Security in Your Community This webinar discusses how SNAP and SNAP-Ed align with national food and nutrition security strategies. The Supplemental Nutrition Assistance Program (SNAP) is the cornerstone of the USDA’s nutrition assistance safety net. SNAP Nutrition Education (SNAP-Ed) is SNAP’s nutrition education...
May 30, 2023
Read More >The How and Why of Estate Planning
The How and Why of Estate Planning • More Information Estate planning may be one of the most important and overlooked aspects of caregiving. When a proper estate plan is not in place, individuals and families may face a variety of issues affecting finance, housing, benefits, and services, among others....
May 30, 2023
Read More >ConsumerAction: ABC’s of Investing
ABC's of Investing Join Consumer Action on Tuesday, May 23, when John Moses, deputy director of the U.S. Securities & Exchange Commission’s (SEC) Office of Investor Education and Advocacy (OIEA), and Jackie Lam, personal finance writer and AFC-accredited financial coach, will give presentations on empowering communities of color to achieve...
May 22, 2023
Read More >FPA Connect: Smart People Doing Stupid Things: Decision Making Biases in Personal Finance
Smart People Doing Stupid Things: Decision Making Biases in Personal Finance This webinar focuses on cognitive constraints affecting personal finance decisions and their consequences. Financial professionals know that people often make investment decisions that may not be purely rational. We discuss 3 major biases affecting most of us, including investors...
May 19, 2023
Read More >Practitioners Unite! Networking Coffee Chat
Practitioners Unite! Networking Coffee Chat Join us on Tuesday, June 13th 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...
May 19, 2023
Read More >Member Meet Up: ChatGPT, AI, and Prompt Engineering, Oh My! Applications for Financial Education and Counseling Practitioners
Member Meet Up: ChatGPT, AI, and Prompt Engineering, Oh My! Applications for Financial Education and Counseling Practitioners This webinar, lead by Barbara O'Neill, Ph.D., AFC®️, CFP®️ will describe what the artificial intelligence (AI) platform ChatGPT is, how it works, how to get started as a ChatGPT user, and how to...
May 19, 2023
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