Podcasts and Newsletters

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

Join us for a small group discussion of the highs and lows of working in personal finance. Using the same structure as the Networking Topic Chats from AFCPE's Virtual Symposium, these Continuing Conversation sessions are an opportunity to connect, commiserate, and celebrate the life of a financial professional.

January 26, 2021

Your personal brand is what sets you apart from everyone else. This meet up is designed to help you start or improve the process of marketing yourself and your services in a way that highlights your strengths and identifies what you enjoy about your role as a financial counselor or...

January 21, 2021

The most important part of estate planning is the plan. This webinar will review basic estate planning documents and objectives, including ways to cut costs for those who are planning on a tight budget. We’ll also cover some common estate planning mistakes and how to avoid them. Presenter: Mark Prendergast,...

January 06, 2021

Are you worried about the line between investment advice and investment education?  This webinar will cover some common examples of investment questions that AFCs might face, including how to stay on the right side of the education/advice line.  We'll also discuss disclaimers and other ways to protect yourself when educating...

January 06, 2021

American's largest domestic program is here to protect the American public.  Join us as Social Security Public Affairs Specialists Kelly Draggoo and Theresa Busher share Social Security essentials and updated information, which everyone needs to know, including: Online retirement planning tools, such as the mySocialSecurity account and online calculator tools...

January 04, 2021

EFC…SAR…FAFSA…CSS…IPEDS…Is this a new language? No, these are acronyms that are very prevalent in higher education finance. This session will provide and define these higher education terms and many more that are critical in successful college financial counseling. We’ll also explore some lesser-known sources of college finance information, including IPEDS....

January 04, 2021

Financial preparedness is an important part of disaster readiness. When disasters occur, an emergency savings fund can be one of the primary resources to handle natural disasters and jumpstart recovery. In this session, we will discuss specific actions that individuals and families can take to become financially prepared for any...

December 18, 2020

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

December 08, 2020