Podcasts and Newsletters
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
Read More >Practitioners Unite! Networking Coffee Chat
The start of a new membership year is a great time to reconnect with colleagues, and make new connections. Join us Tuesday, January 18th at 3pm eastern for a Networking Coffee Chat. This event will also be hosted at 12pm eastern. To register for the 12pm ET session, click here. Modeled after one...
January 11, 2022
Read More >Practitioners Unite! Networking Coffee Chat
The start of a new membership year is a great time to reconnect with colleagues, and make new connections. Join us Tuesday, January 18th at noon eastern for a Networking Coffee Chat. This event will also be hosted at 3pm eastern. To register for the 3pm ET session, click here. Modeled after one...
January 11, 2022
Read More >Fraud and Scams in the COVID-19 Economy: What advocates need to know
The COVID-19 pandemic has changed the way consumers shop and transfer money. As a result, many criminals are now targeting digital wallets and peer-to-peer payment methods, such as Apple Pay and Zelle. According to Javelin Strategy & Research, 18 million victims fell prey to scams through these digital payment methods...
January 07, 2022
Read More >FPA Connect: Understanding the Federal Retirement System and Benefits (FERS)
The Federal Retirement System (FERS) is a three-tiered retirement plan consisting of Social Security, basic FERS annuity and the Thrift Savings Plan. Understanding FERS is vital to anyone working with federal employees. This webinar will explain key topics such as the retirement planning process, maximizing and calculating an employee's annuity,...
January 05, 2022
Read More >Financial Capability within Trauma-affected Groups
Heath Carelock, AFC®, will discuss the next focal area in the trauma-sensitive financial counseling series: clients who encounter collective or group-affiliated trauma and the techniques and resources to restore financial capability. Attendees will discover community-specific practices that advance client financial self-efficacy and financial stability among refugee and asylum seekers, natural...
January 05, 2022
Read More >Kitchen Table Economics: Dealing with Debt and Debt Collection
Are kitchen tables across America littered with overdue bills? Are consumer credit accounts being turned over to debt collectors? What can consumers do when faced with more bills than money? How will the new debt collection regulations impact consumers? Let's discuss! On Tuesday, Jan. 25, Consumer Action will host a...
January 04, 2022
Read More >FPA Connect: Immigrant Finance: Money Mindset Challenges Faced by Immigrant Families
Immigrant families face unique financial challenges, from discrimination to work restrictions to cultural expectations. All of these challenges can impact an individual's money mindset and their financial self-esteem. This webinar will help provide a clearer understanding of how the immigration system and experience influences financial behavior and will provide key strategies to...
December 15, 2021
Read More >Credit as an Asset: Winter 2022 Webinar Series
January 18, 2022 @ 12:30 pm - February 22, 2022 @ 2:00 pm CBA will host our signature Credit as an Asset Training over a six-week webinar series which will be recorded. This training is designed to help non-profit community-based organizations and financial capability professionals enhance their understanding of credit building as...
November 29, 2021
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