Podcasts and Newsletters

"Financial empathy matters," maintains Michael G. Thomas, Jr., because "it creates a safe space where people can express their financial vulnerabilities without the fear of shame." Learning Objectives: Understand the direct relationship between financial empathy and building trust in a financial planner/client role. Create actionable steps to not only act...

August 09, 2022

Financial therapy is the integration of emotion, thoughts, behavior, relationships, and its effect on financial and overall well-being. Financial therapists tap into one or more of these areas to help clients make changes to improve individual, couple, and family financial and overall well-being. This presentation introduces basic concepts of financial...

August 09, 2022

The AFCPE®️ Membership is a unique and diverse group of professionals that are constantly looking for new ways to connect with clients, provide them with educational content and help them make smarter financial decisions. On top of this work, our Members are also looking for solutions to make the process...

August 09, 2022

There are only three months left in the Temporary Public Service Loan Forgiveness (PSLF) Expansion!  The eligibility process takes time, so you won't want to miss this webinar, which will explain which loans are eligible and how the Expansion benefits work.  The webinar will also include real-world PSLF scenarios so...

August 03, 2022

For many people with disabilities and their families, future financial planning is overwhelming and unnecessarily challenging. They sometimes struggle to navigate complex and siloed systems to find professionals who have the knowledge and experience needed to help them secure their finances, benefits, and futures. During this session, we will share...

August 03, 2022

Attendees will learn about the foundational concepts of estate planning, including powers of attorney for medical and finances, as well as living wills, the laws of intestacy, types of assets, and how the titling of an asset determines its transfer upon death.  We dive into the taxes and expenses that...

August 03, 2022

The U.S. Bureau of Labor Statistics has reported that the cost to access energy has increased by 30% in the last year. Low-income households are spending a more significant portion of their income on home energy, including in California, where 11% of these households spend over a third of their...

July 29, 2022

We are excited to bring back the AFC onsite review and exam! Join us for 12 hours of live review and sit for the exam with the material fresh in your mind. Our live instructor will review all the topics covered by the AFC Core Competencies and candidates will have...

July 22, 2022

We typically think of status as wanting to appear as if we have influence and are important.  It’s generally associated with negative, manipulative or superficial behaviors which are often connected to a hidden agenda. The thought is if I appear affluent, generous or successful, I will have more influence, power,...

July 21, 2022

Many individuals and organizations are continuing their work toward building more equitable and inclusive environments for their workers and the communities they are part of.  As this work and these commitments continue, it is essential to provide opportunities for individuals to find roles and responsibilities where they can help others...

July 21, 2022

Smartphones are complex, costly devices that we rely on for everything from keeping in touch with loved ones and storing our favorite pictures to depositing a check or splitting a restaurant bill. These sophisticated devices aren't meant to be dropped in a pool, sat upon, or left in the hot...

July 19, 2022

As professionals in this field, we are not just passionate about helping families manage their day to day finances. We want our clients to get out of debt, build their savings, plan for retirement, college, family planning, make smart financial decisions, and even start to build wealth; however, there currently is...

July 15, 2022