Podcasts and Newsletters

This webinar explores key developments that shaped the finances of service members and their families in 2025. Drawing on insights from Defense Department Personal Financial Managers, this session explores military specific financial events, highlighting relevant research published in 2025, and anticipated changes in 2026. Designed for financial professionals supporting military...

November 24, 2025

This webinar will recap 2025 through a personal finance lens by describing noteworthy financial news, trends, and events and their implications for personal financial planning. The webinar will also include the results of 2025 research articles and a preview of announced changes related to income and estate taxes and Social...

November 13, 2025

A properly designed and implemented CRM system goes far beyond contact management — it can become the operating system for your entire counseling or coaching practice. In this session, we’ll explore how strategically implemented CRM software enhances the financial counseling process and strengthens the client–counselor relationship — all on autopilot....

November 10, 2025

Join us, Monday, October 27 at 3 PM ET. AFCPE’s annual business meeting provides AFCPE Members with an update on the state of the organization. We will share and highlight program updates, new initiatives, impact stories, and work happening by members like you! We will also be conducting a vote...

October 19, 2025

Military life presents unique tax considerations for service members and their families, whether on active duty or in the reserves. This webinar is designed to equip service providers and financial counselors with the knowledge they need to better support the military community. Participants will learn when military pay and benefits...

October 17, 2025

Financial toxicity is a common and devastating result of a cancer diagnosis. Defined by the National Cancer Institute as the adverse financial consequences experienced by patients and their families due to the high costs of medical care, financial toxicity can include both direct expenses—such as treatment costs, premiums, and copays—and...

October 10, 2025

Join us Tuesday, October 7th for a conversation about how sometimes financial counseling best practices and real-life collide. AFCPE is excited to invite members to continue the insightful discussion that began during the September 18th webinar hosted by Kate Mielitz. Come to the October meet up ready to share your...

September 23, 2025

This session will identify the four critical credit questions to maximize credit scores and explore how artificial intelligence (AI) can be applied within credit counseling to strengthen core counseling skills and enhance client outcomes. Participants will learn how to integrate AI responsibly into the client engagement process, including gathering and...

September 02, 2025

This webinar provides a comprehensive overview of the two types of Flexible Spending Accounts (FSA) available to Service members and their families: Health Care FSAs and Dependent Care FSAs. Participants will learn how to enroll and manage these accounts and what expenses are eligible. The session also covers Service member-specific...

August 18, 2025

Join us on Tuesday, August 26tth at 12pm ET, for a casual, come-as-you-are coffee chat with fellow practitioners. This is an open space to connect, share, and get support from peers who understand the work you do. Whether you’re navigating a tough client situation, seeing new trends in the field,...

August 14, 2025

Cultivate ethical decision-making skills essential for Accredited Financial Counselors®  (AFC) in this interactive course. Delve into the standards of practice governing AFCs, exploring real-world scenarios and case studies. Through engaging discussions and activities, participants will gain a deep understanding of ethical principles and their application in financial counseling. Equip yourself...

August 11, 2025

This session will explore one of the most abundant resources afforded to Veterans at the federal level – the VA disability claims process. This webinar provides a brief overview of the claims process, discusses how military financial counselors can educate service members with shared foundational knowledge, and examines financial options...

August 11, 2025