Podcasts and Newsletters

Approved for 1 CEU for AFCPE® Certified Professionals Approved for 1 Experience Hour for AFC® Candidates Join Dr. Mary Bell Carlson, AFC®, CFP® and Ryan Law, AFC®, CFP® as they review the main components of the most recent update of the American Rescue Act. This webinar will cover stimulus checks, unemployment benefits,...

March 17, 2021

This event covers the process of completing the Free Application for Federal Student Aid (FAFSA), student loan forbearance, and public service loan forgiveness. Changes in financial circumstances over the past year may impact a family’s eligibility to receive federal student aid for a college-bound student. Borrowers currently repaying student loans...

March 11, 2021

With NEFE's retirement of CashCourse, many members of AFCPE are searching for resources to use at their institutions. Western Michigan University recently developed a web-based prototype that addresses some the big financial planning concerns of young Americans: https://cashncareers.org/ Motivation for this tool was presented at the 2019 AFCPE Symposium and the resulting paper...

March 04, 2021

Family planning for LGBTQ families can be both complex and very expensive.  This webinar will explore the three LGBTQ family planning options, including the costs and other financial implications of each. Presenter: Jim Marrocco, CFP®

March 03, 2021

Don't miss this informative overview on Medicare A and B enrollment periods, including when and how a person files for the foundation of Medicare - Parts A and B. Social Security Public Affairs Specialists Kelly Draggoo and Theresa Busher will cover filing options for Parts A and B, how the...

March 03, 2021

The workshop is designed to help financial coaches and counselors enhance their understanding of credit building as an asset building strategy as well as best practices in credit education. This interactive workshop will provide participants with an opportunity to learn from each other and credit experts about the growing field...

February 16, 2021

Scammers continue preying on consumers, taking advantage of each relief bill and more as the novel COVID-19 pandemic continues. In 2020, over 2.2 million fraud reports were received by the FTC, with imposter scams rising to the top. Just in time for National Consumer Protection Week (NCPW) which runs this...

February 16, 2021

This event covers recent tax changes that impact your client’s finances. Specifically, this webinar addresses the tax implications of stimulus checks, unemployment, the increase to standard deductions, changes to key provisions for popular tax credits, contribution limits and income thresholds for retirement accounts like IRAs and 401(k)s, increases in other...

February 04, 2021

Did you know that up to 30% of total military compensation is not taxed?  What about how the Combat Zone Tax Exclusion can be used in combination with a Roth IRA to create completely tax-free income?  Do you know the four distinct components of the current military retirement system, BRS?...

February 02, 2021

Americans can be grouped into three categories with respect to the impact of the COVID-19 pandemic on their finances: •    Reduced income and struggling •    Stable income but anxious •    Increased income with opportunities No matter what category you fall into, there are actions steps you can take to improve...

February 02, 2021

Whether you are just starting out, are dabbling part-time, or you consider yourself a private practice expert, join us for small group chats to discuss what's working and what isn't. Bring your coffee or your lunch. Continuing Conversations is a fun, relaxed way to get to know, and learn from,...

January 29, 2021

Join us on Tuesday, March 2 to learn from a panel of private practitioners. Hear firsthand about the strategies they use for finding clients, the resources they find most effective, and the one thing they wished they had known before they started. You'll also have the opportunity to ask questions...

January 29, 2021