Podcasts and Newsletters

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

Proper planning for the future in the event of a death is an important aspect of financial readiness for military families. Learn how service providers can support service members and their families in the following estate planning areas: Probate and probate avoidance Advantages and limitations of wills and trusts Estate...

June 29, 2022

The Credit as an Asset training is designed to help non-profit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy as well as best practices in credit education. This interactive workshop will provide participants the opportunity to learn from each other and credit...

June 29, 2022

The Credit as an Asset training is designed to help non-profit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy as well as best practices in credit education. This interactive workshop will provide participants the opportunity to learn from each other and credit...

June 29, 2022

The Credit as an Asset training is designed to help non-profit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy as well as best practices in credit education. This interactive workshop will provide participants the opportunity to learn from each other and credit...

June 29, 2022

Credit as an Asset: Small Business is supplemental training for practitioners supporting entrepreneurs in their credit-building journeys. From counseling, lending, and credit reporting perspectives, this 3-hour live training will cover: The intersection of personal and business credit Credit-building strategies and products for entrepreneurs Understanding business credit reports and scores Note:...

June 29, 2022

Supplemental Security Income (SSI) provides critical financial help to aged, blind, and disabled people who have limited income and resources. Social Security Disability Insurance (SSDI) pays disability benefits to you and certain family members who meet our definition of disability if you worked long enough – and recently enough –...

June 29, 2022

Equip yourself with comprehensive knowledge of the latest Thrift Savings Plan (TSP) changes! This FREE webinar ensures that military counselors and financial educators are able to answer general questions from TSP participants and gain a collection of resources to provide clients with further information. Join this webinar to gain a...

June 29, 2022

This presentation provides an overview of the different types of special needs trusts (self-settled, third-party, and pooled trusts) and explains the circumstances under which each type of trust could be beneficial. Topics of discussion include the items and services that can be paid for by special needs trusts, the relationship...

June 29, 2022

Homeownership has long been accepted as a core component of the American dream, as it provides many benefits for U.S. households. For example, homeownership can provide stability for families and anchor them in their communities. It can also be a tool for wealth creation and for building a legacy of...

June 29, 2022

Working with military-connected families is a rewarding experience; but learning, understanding, and staying up to date on all of their benefits can be overwhelming! Join us on Tuesday, July 12th at 11:30 am eastern for a great discussion and Q&A session as hosts Shay Cook (FINRA Foundation), Heather Baker (AFCPE),...

June 27, 2022

Join us on Tuesday, July 5th at 1 pm eastern for an opportunity to network with other AFCPE Members in the government and military space! Take this time to network, ask questions, share experiences, and learn from each other! This event will not be recorded. Register on my.afcpe here.

June 27, 2022