Podcasts and Newsletters

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

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

As the youngest generation of Service members, those who are part of Generation Z (born after 1996) have unique life experiences and financial understanding that may present challenges for Personal Financial Managers (PFMs). In this webinar, Dr. Michael Gutter discusses differences between Gen Z and previous generations, with special emphasis...

November 29, 2021

This seventh annual MFLN Personal Finance Year in Review webinar will describe legislation and events that have impacted military personal finances during 2021 and trends that will continue to impact finances in the years ahead. This webinar also includes results of noteworthy personal finance research studies that were published in...

November 29, 2021

Whether you recently joined AFCPE Membership for the first time, became a member because you attended the 2021 AFCPE Symposium, or have been a member for some time, this Meet Up is for YOU! Join us to learn more about the benefits membership provides – see what’s new for 2022,...

November 22, 2021

As Americans live longer, long term care is becoming an increasingly hot topic.  This webinar, from national long term care expert Margie Barrie, will explain what you need to know about long term care planning, including best practices, latest information, and the unexpected consequences of states trying to find a...

November 08, 2021

Join Social Security Public Affairs Specialists Theresa Busher and Kelly Draggoo for in-depth look at Social Security Disability benefits – including SSI and SSDI.  Statistics show that 1 in 4 of today’s 20 year olds will become disabled before reaching retirement age, and 1 in 10 of us will have...

November 03, 2021

Heath Carelock returns to the subject of trauma-informed care in personal finance with this follow-up to his previous webinar: Intersections of Mind and Money, Trauma and Recovery.  In this webinar, Heath will revisit and expound upon trauma-sensitive approaches to financial counseling and coaching, exploring synergies from post-traumatic growth principles, financial...

October 26, 2021

A new administration always brings change!  This webinar will explore recent and proposed changes in tax law, as well as cover basic tax strategies and year-end tax planning for individuals and small businesses. Presenter: Mark Prendergast

October 04, 2021

Join us on Tuesday, October 19th at noon ET for this month's Practitioners Unite! to meet with other professionals and discuss your experiences with Customer Relationship Management (CRM) systems! Come share with each other how CRMs have impacted your client relationships, what do you use them for, what's worked, what...

October 04, 2021

Recognition of the impact of psychology on financial decisions is ever increasing, as is evidenced by the Certified Financial Planner (CFP®️) Board’s recent decision to include components of psychology in the updated CFP®️ examination. This webinar will focus on behavioral finance and the impact of psychology on clients’ financial decisions,...

September 24, 2021