Podcasts and Newsletters
32nd Annual Personal Finance Seminar for Professionals
32nd Annual Personal Finance Seminar for Professionals Financially Successful Aging: A Practitioner's Seminar to Later Life Financial Well-Being The Personal Finance Seminar for Professionals is designed for personal finance professionals from public, private, and not-for-profit organizations, including all branches of the military. Participants learn about today's most critical financial issues...
February 04, 2020
Read More >Understanding Long-Term Care: Basics and VA Aid & Attendance
Approved for 1.50 CEUs for AFCPE® Certified Professionals This webinar begins with a discussion of the basics of Long Term Care insurance options, facilitated by Dr. Michael Gutter. Then Mr. Kevin Friel of the VA Aid & Attendance office covers the long-term care support programs available to Veterans. Presenters: Dr....
January 16, 2020
Read More >Member Meet Up: Leveraging Technology to Help with Student Loan Repayment Planning
Total student loan debt is projected to be over $2 trillion by 2023. LoanBuddy offers software tools for counselors who are assisting individuals with student debt repayment planning, including calculating the options for different federal income-based repayment plans and tracking Public Service Loan Forgiveness payments. AFCPE Members get a free...
January 10, 2020
Read More >Member Meet Up: Grow Your Income with Freelance Work
Learn the nuts-and-bolts of freelance writing - both from the perspective of a freelance writer and a company who works with them. Get insights into: What life’s like as a freelancer, including how to land work, pitch yourself to clients and red flags to watch out for How to write...
January 07, 2020
Read More >February Virtual Member Meet Up: Dodging Disruptors – Future Proofing Your Private Practice
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
Read More >Coaching Essentials: February 2020 – Day 2
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
Read More >January Virtual Member Meet Up: Join a Task Force!
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
Read More >Taxes: What’s New?
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
Read More >FPA Connect: FDIC Deposit Insurance and You
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
Read More >2020 AFC® Webinar Review Session: July 20, 27, August 3, 10, 17, 24, 31, September 14.
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
Read More >2020 AFC® Webinar Review Course: May 12, 13, 14
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
Read More >Tax Updates: New Year, New Forms, New Thresholds
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
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