Podcasts and Newsletters

COVID-19 transformed our traditional face-to-face relationship model overnight. Clients that were hesitant to meet virtually, have learned that a zoom session and live webinar is not as bad as they expected, and prospects recognized they no longer need to shake hands before becoming clients. Some would say that the advancements...

July 21, 2021

Dates: Wednesdays, September 8th - October 13th, 2021, 2:00 - 3:30 pm ET The course will occur over six live webinars. Each webinar will be recorded and available for viewing 24 hours after the live event. Credit as an Asset is CBA’s signature training that leverages the expertise and experience...

July 13, 2021

The Health Savings Account (HSA) is a strong financial planning tool.  In this webinar, Jackie Cummings Koski, a certified Health Savings Account expert (HSAe) will share her extensive knowledge of HSAs, including a comprehensive view of how HSAs (Health Savings Accounts) work and ways they can be optimized whether your...

July 01, 2021

How much are you worth anyway? We'll take basic budgeting to the next level and discuss assets and liabilities to help calculate your net worth.

June 29, 2021

Insurance plays an important role in our financial lives. Join us for this informative session where we will learn about the following types of insurance: auto, life, renter's, health, and disability.

June 29, 2021

Summer is here and it’s the best time to make new connections! Join us Thursday, July 22nd at noon for Continuing Conversations. We are changing up the format this month and are giving you time to just meet and connect with fellow AFCPE members. We provide the questions, you bring...

June 28, 2021

Brought to you by the Diversity, Equity and Inclusion Task Force, this session will provide a better understanding of the emotional side of financial counseling to help you become more emotionally aware and actively empathetic in order to create positive long-lasting effects on your clients’ financial mindset and behaviors. Join...

June 23, 2021

No matter what your financial outlook is after leaving school, the concept of financial health is an important step towards long-term financial success. In today's session, we will learn about: salary expectations versus reality, understanding paycheck deductions and how to increase your earning potential and review employer benefits.

June 11, 2021

Have you heard the commercials selling all kinds of consumer credit products? There are some good options but there are many more not so good options. Join the FAB team to learn what's being sold and how to shop for the best options.

June 11, 2021

Join Theresa Busher and Kelly Draggoo, Social Security Public Affairs Specialists, for a review of the spousal and survivor benefit eligibility rules. This presentation will explain who qualifies and how, and when/why the benefits are reduced. We will also answer questions about whether ex-spouses can qualify for spousal and survivor...

June 11, 2021

In last month’s FPA Connect webinar, The Personal Finance of LGBTQ Family Planning, we learned how complex and expensive family planning is for members of the LGBTQ+ community. This is just one example of the personal finance challenges facing this community. Join your fellow AFCPE® Members on Thursday, June 24th at noon for...

June 08, 2021

Dates: Monday, June 28th and Tuesday, June 29th from 2:00 - 3:30 pm (ET). Have you felt uncertain or confused when looking at a credit report? This course will provide an overview of the different types of credit reports (Business Division and Consumer Disclosure Reports), the Fair Credit Reporting Act...

May 27, 2021