Podcasts and Newsletters
Spouse Employment and Family Financial Readiness
Frequent moves and deployments can create unique challenges for a military spouse’s career progression and income, impacting the family’s financial resilience. However, military spouses have access to education and career guidance, comprehensive resources, and tools worldwide to assist them in overcoming these challenges. In this interactive webinar, C. Eddy Mentzer...
February 25, 2022
Read More >Understanding Buy Now, Pay Later Services
In this webinar, experts from the Consumer Financial Protection Bureau (CFPB) provide important information for Personal Financial Managers (PFMs) on Buy Now, Pay Later (BNPL) services. As Buy Now, Pay Later services become more common with online and in-store shopping, it is important for service members and their families to...
February 25, 2022
Read More >COVID-19 and the Impact on Small Businesses: From relief to recovery
Small businesses are crucial to the nation’s economy and are the backbone of the local communities in which they are established. They employ almost half of U.S. workers and are essential sources of employment and wealth-building, particularly for minority communities. The pandemic has devastated many of these businesses, forcing hundreds...
February 25, 2022
Read More >Practitioners Unite! The Client Intake Process (3pm session)
The client intake process is an integral part of the client/counselor relationship. In this stage, the counselor collects data to get a better understanding of the clients current financial state in order to guide their counseling sessions. Every counselor has a different way to onboard their clients. Join us on Tuesday,...
February 22, 2022
Read More >Practitioners Unite! The Client Intake Process (noon session)
The client intake process is an integral part of the client/counselor relationship. In this stage, the counselor collects data to get a better understanding of the clients current financial state in order to guide their counseling sessions. Every counselor has a different way to onboard their clients. Join us on Tuesday,...
February 22, 2022
Read More >Member Meet Up: More than Just Finances – Using Financial Therapy to Ignite Change
The Financial Health Institute defines Financial Health as "The dynamic relationship of one's financial and economic resources as they are applied to or impact the state of physical, mental, and social well being." Financial Therapy is making headway in the field of financial counseling. It helps our clients discover the...
February 22, 2022
Read More >College Planning 101
College is one of the most expensive events that parents plan for, which can cause a lot of financial stress as they try to determine how to save the money and how much they will need. To help financial counselors answer these questions, Ryan Law, AFC®, will discuss why college...
February 04, 2022
Read More >FPA Connect: Risking It All: The Personal Finance of Problem Gambling
As access to gambling increases, so will the temptation for gamblers who struggle with gambling addiction. Problem gambling is quickly emerging as a major source of financial breakdowns; as financial counselors, we must understand this addiction and how to support clients that struggle with it. This webinar will explore what...
February 04, 2022
Read More >Practitioners Unite! Creating a Fee Structure (3pm Session)
As a practitioner, you are passionate about helping others achieve financial security, but as a business owner, you may need to charge your clients for this service. Determining how much to charge is a difficult question, and the AFCPE Community is a great resource for ideas! Join us on Tuesday, February 8th...
January 25, 2022
Read More >Practitioners Unite! Creating a Fee Structure (Noon Session)
As a practitioner, you are passionate about helping others achieve financial security, but as a business owner, you may need to charge your clients for this service. Determining how much to charge is a difficult question, and the AFCPE Community is a great resource for ideas! Join us on Tuesday, February 8th...
January 25, 2022
Read More >Member Meet Up: Creating and Maintaining a Financial Blog
Financial blogs are a great way to share your knowledge with a large audience and build visibility for your business. It is also a great way to generate passive income. Join Tiffany Grant, AFC®️, on Tuesday, February 1st at noon, to hear her insights on how she has successfully built...
January 25, 2022
Read More >2022 Tax Updates: What Service Providers Need to Know
In this webinar, Andrew Zumwalt covers recent tax changes that impact your clients’ finances. Specifically, this webinar addresses the tax implications of the last stimulus check, changes to the Child Tax Credit and Child and Dependent Care Credit, and the deeper interactions of these changes. For example, what happens when...
January 24, 2022
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