Podcasts and Newsletters

This member meet-up will be led by Jenni Whiteley. She is an AFC candidate and Masters's student at Utah State University. She developed a technique focused on helping clients transform their budget process from the inside out. She will walk us through how to inspire clients to gain control of...

January 04, 2023

Join us for Practitioners Unite: Networking Coffee Chats. This event occurs once a month and is the perfect place to come hang out and network with other AFCPE Members! This week we will be discussing our 2023 plans and goals. There is not a presentation, but there will be icebreaker...

January 04, 2023

How can you lower student loan payments? Which forgiveness plan is right for your clients? Join us as Tricia Kollath, a Certified Student Loan Professional and CFP®️, presents several of the new changes to Federal student loans in 2023. This will also cover the new Income-Driven repayment plan coming out...

December 22, 2022

This webinar will discuss the rights consumers have that enable them to effectively monitor, manage, and improve their financial well-being. Through CFPB’s Financial Education Exchange (FinEx), the CFPB offers free publications, tools, and resources to help you work with people in your community who need help understanding their rights and...

December 22, 2022

Remember that subscription from the app store you had to have, used once and still pay for monthly? How many of those subscriptions do you have and never cancelled because it seems like too much work for just $3.99 per month. But what if you have two or more of...

December 22, 2022

2023 Tax Updates: What Service Providers Need to Know Learn about the recent tax changes that are likely to impact military finances. Due to many of the expanded benefits of 2021 expiring, the 2022 tax laws look more like 2020 tax rules. For example, a family that received a refund...

December 13, 2022

Retirement Benefit Basics: The DoD Survivor Benefit Plan Planning ahead for the care of loved ones in the event of death can be a daunting task for retiring service members and their families, but it is important to understand available benefits in order to make informed decisions. Be prepared to...

December 13, 2022

Client Communication & Counseling Texas Tech University School of Financial Planning Using self-discovery, this course will explore and apply theory, counseling fundamentals, and communication techniques for effective interactive client communication in financial planning and counseling. Addresses personal relationships with money, including emotions, beliefs, and behaviors.

December 13, 2022

Helping Clients Prepare for Tax Season Tax season can be tough for both counselors and clients.  This webinar will focus on how you can help your clients prepare for tax season, including the questions you will want to ask your clients before meeting, the documentation clients will need to gather,...

December 08, 2022

FPA Connect: Creating Trust and Transparency in the Client Relationship Transparency in financial planning is a powerful way to build client trust and engagement, arguably the foundation of a successful client relationship. Unfortunately, mistrust has been baked into consumers’ consciousness for some time, causing many to question if financial professionals...

November 28, 2022

Helping Clients Overcome Money Anxiety Ryan Law, CFP® and AFC®, is the Director of the Utah Valley University (UVU) Money Success Center. An award-winning educator, teaching financial counseling courses as part of the Personal Financial Planning Program at UVU, Ryan is also the author of the book “Student Loan Planning” and co-editor of...

November 23, 2022

The Psychology of Money: Understanding a Client’s Financial Decisions Dr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Mary has worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances. Mary founded Chief Financial Mom.com, a...

November 23, 2022