Podcasts and Newsletters

UMSSW’s Financial Social Work Initiative (FSWI) is launching its next online version of the Financial Social Work (FSW) Certificate Program through UMSSW’s Continuing Professional Education (CPE) Office in March 2023! It will meet an identified need for greater financial capability and empowerment knowledge on the part of social workers who...

January 20, 2023

Estate planning basics are continued in this webinar, exploring the use of trusts in an estate plan, income taxation of trusts, and planning for the federal estate tax.  Foundational concepts will be reviewed briefly to bring attendees up to speed.

January 20, 2023

This event has been cancelled. Financial Literacy resources are everywhere.  However, if we want to promote overall Financial Wellness, we need to provide people with not just financial education but the tools to implement this knowledge.  That is where FinTech comes into play.  By combining Financial Literacy and Financial Technology,...

January 17, 2023

During this Practitioner's Unite! session, we will discuss the documentary Get Smart With Money. What were the positives? What was the documentary missing? How could it be improved? Get Smart With Money is a Netflix documentary where financial advisers share their simple tips on spending less and saving more with...

January 10, 2023

During this Member Meet-up, you'll learn the basics of how to use Canva to promote your brand. Canva is a free-to-use online graphic design tool and app. Use it to create social media posts, presentations, posters, videos, logos, and more. This webinar will utilize the Canva app, so download it...

January 10, 2023

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