Podcasts and Newsletters

Do you know what a STEEPLE analysis is? Brandy Baxter will teach you this advanced technique to identify potential disruptors, so you can glean insights that will help you position your business for the future. Brandy will also discuss some low-cost, useful tools that can help you strengthen your private practice....

January 06, 2020

February 13 & 27, 2020 1:00 - 6:30 PM ET This is a 2-day event. Pre-Registration is required. We meet you where you are – supporting your professional development on your terms. You may already have a strong financial foundation and want to add coaching skills to your toolbox or maybe...

December 13, 2019

Did you know? There are more than a dozen AFCPE task forces with opportunities for leadership and involvement. Share your skills and expertise, develop your communication and leadership skills, and expand your network – these are all great benefits of serving on a task force. Your voice matters. Join us...

December 13, 2019

Approved for 1 CEU for AFCPE® Certified Professionals Free for AFCPE Members and $50 for Non-Members This webinar will provide an overview of changes in the tax code that will be in effect for the 2019/20 filing season, with an emphasis on the Tax Cuts and Jobs Act. We will also...

December 09, 2019

Approved for 1 CEU for AFCPE® Certified Professionals This course offers a brief overview on FDIC deposit insurance coverage. The course will include examples demonstrating general principles for becoming eligible for FDIC deposit insurance coverage, an understanding of what products offered by a bank are FDIC insured, what you need to know to...

December 09, 2019

Enroll today and get access to all AFC Webinar Reviews as long as you are a candidate! If you are looking for a great way to supplement your study for the AFC® exam, look no further! Our web reviews are designed to provide a review of the AFC® Core Competencies...

December 05, 2019

Enroll today and get access to all AFC Webinar Reviews as long as you are a candidate! If you are looking for a great way to supplement your study for the AFC® exam, look no further! Our web reviews are designed to provide a review of the AFC® Core Competencies...

December 05, 2019

Tax reform from 2018 is still bringing changes to filings in 2020. Get a jump start on understanding new processes, forms, allowances, deductions, and tax withholdings for retirees. This webinar will also cover continued changes from the 2018 Tax Cuts and Jobs Act. Of particular interest to our webinar audience...

December 05, 2019

Leaving full-time employment, particularly in later life, often requires a 180 degree turn in both mindset and behavior from the way people managed their time and money previously.  Whether someone is "flipping the switch" from full time work to retirement, or using the "dimmer switch" to phase into retirement, there...

November 27, 2019

From the internet to Google, Smart Phones, Amazon, Artificial Intelligence, and the Millennial Movement, life is changing at the speed of light.  How do we stay relevant, sensitive and in-tune with the changing trends and challenges our clients face?  In this webinar, we’ll look at how can we best grow...

November 27, 2019

  This annual webinar is a look back at the financial trends, stories, legislation and events that shaped the economy and family finances in 2019, as well as a discussion of the upcoming changes in 2020. Dr. Barbara O’Neill has hosted an annual personal finance review for the Military Families...

November 12, 2019

  We all know the importance of diversity and inclusion, but many managers are still unsure about how to create an inclusive financial services practice or how to best serve diverse clientele. In this session, CERTIFIED FINANCIAL PLANNING certification candidate, financial coach, and FPA Diversity Scholarship Awardee, Cait Howerton, AFC®...

October 31, 2019