Podcasts and Newsletters

MilMoneyCon is an annual conference for financial professionals united by military service. Our mission is to bring together service members, veterans, and military spouses to help build and progress their careers, continue their education, and grow their earning power as practicing or rising financial professionals. April 21-23, 2022, Cary, North...

April 07, 2022

Join the Social Security team as they cover highlights of Social Security benefit programs based on the questions that our AFCPE members have submitted to us.  The session will cover a refresher of: How a person qualifies for Retirement, early vs delayed options and misc. retirement factors such as Disability...

April 06, 2022

People experience money anxiety and stress, even when their finances are objectively doing well.  In this webinar, Spencer Sherman will explain how to bring the emotional intelligence of mindfulness to money to reduce financial stress. This program will offer practical techniques to help train clients to become less reactive to...

April 06, 2022

Today, your digital presence is a key part of becoming visible to potential clients and organizations. Social media profiles and websites can be an integral part of engagement with potential clients and partnerships with businesses. Join us Tuesday, April 12th at 3pm ET for an opportunity to connect with other...

March 29, 2022

Today, your digital presence is a key part of becoming visible to potential clients and organizations. Social media profiles and websites can be an integral part of engagement with potential clients and partnerships with businesses. Join us Tuesday, April 12th at 12 pm ET for an opportunity to connect with...

March 29, 2022

Are you taking the AFC®️, CFP®️ or other industry exam? Join us and Ryan Law on April 19, 2022, at 3pm ET for a webinar where he will share evidence-based tips for studying and passing industry exams. Learn strategies on studying textbooks, setting up your learning environment, how to self-quiz,...

March 29, 2022

It’s inevitable that markets will rise, and markets will fall. Understanding Dollar-Cost Averaging investing is a useful concept to learn in order to make informed financial decisions. Join us for this engaging AFCPE CEU approved session to gain more knowledge of how this investing concept works. Register for Zoom here.

March 28, 2022

Financial infidelity can happen when couples combine their finances and then lie to each other about their spending. This type of infidelity can have devastating and severe consequences on relationships. During this AFCPE CEU opportunity we will discuss what it is, how to recognize it, ways to overcome it, and...

March 28, 2022

During the training we will cover: • How the VA works with Veterans and the programs they offer. • How to connect Veterans with a Regional VA office. • Working with Veterans who are diagnosed with TBI or PTS and how to tailor your approach when assisting them with their...

March 23, 2022

The Coaching Approach is a hybrid professional development series designed to enhance participants’ skills in providing services and improve client, program, and organizational outcomes. Understanding an organization’s desire to provide holistic and relatable programming, the Coaching Approach, is designed to introduce participants to the power of utilizing coaching to improve...

March 21, 2022

Have you ever felt like you needed the skills of a therapist but were not trained as one? An essential aspect of being a financial professional is working with the humanness of our clients. Dealing with the human side of people can be difficult and messy and may leave you...

March 18, 2022

Questions about the Military Spouse Fellowship? Wondering if it's the right fit for you? Join us for a free information session! We'll discuss what to expect from the program, top tips for applying, and answer all of your questions! Presenter: Heather Baker

March 14, 2022