Podcasts and Newsletters
A Coach’s Guide to Staying Curious
Do you feel confident in your coaching skills but struggle with giving too much advice? Learn simple techniques for remaining curious even when you are the expert. Presenter: Saundra Davis
July 16, 2019
Read More >FinCap Learning Exchange, Debt be Gone!
Finances are an inescapable part of society yet are rarely discussed openly – and sometimes are ignored altogether. This is especially true today where most people never see or touch their money. As a social services professional, you have an important role working with low- and moderate-income Ohioans to ensure...
July 11, 2019
Read More >Coaching Essentials Q&A
Got a financial coaching question? This is your chance to ask it. Join us on Zoom next Tuesday for a 30-minute informal info session with Saundra Davis of Sage Financial Solutions. Saundra will answer your financial coaching questions, and you'll have the opportunity to learn more about our financial coach...
July 03, 2019
Read More >The Relationship Between Health and Finances
Financial counselors frequently observe relationships between health and personal finances in their work with clients. Examples include money spent on smoking that cannot be saved, the financial impact of an accident or illness, and decisions that people make with respect to health insurance. This webinar will discuss a variety...
July 01, 2019
Read More >12th Annual Financial Literacy Leadership Conference
Every year SFE&PD hosts a professional development conference to bring educators, researchers and other professionals in the financial education sector together to network and develop new strategies to increase the financial literacy of Americans nationwide. Join us for a unique SFE&PD conference this fall! At our 12th Annual Conference, financial...
June 18, 2019
Read More >Child Support: Understanding the System
This interactive training session will examine the child support system and its effect on individuals’ financial security, considering perspectives from both custodial parents (those applying for or receiving child support) and non-custodial parents (those ordered to pay). Participants will have the opportunity to contribute via discussions and activities. $50 for...
June 13, 2019
Read More >Appreciative Coaching
Remaining positive is a cornerstone of financial coaching, learn how Appreciative Inquiry can inform your coaching practice. Presenter: Saundra Davis
June 13, 2019
Read More >FPA Connect: Financial Self-Care: It’s Not Just for Clients
This presentation will explain what Financial Self-Care is and why we need to encourage our clients to practice it. It will also discuss why Financial Professionals may need to practice financial self-care more than their clients. Presenter: Brandy Baxter
June 13, 2019
Read More >Innovations in Credit Building
This webinar will explore innovations in credit building that meet the needs of credit invisible and credit-challenged communities, including innovative and unique products offered by nonprofit and community-based lenders, the evolving fintech space, and other developments in the industry, such as rent reporting. Presenter: Carmina Lass, Credit Builders Alliance
June 13, 2019
Read More >Love and Money
Adulthood comes with many unique challenges, including as managing a healthy relationship and making smart financial decisions. This webinar explores the principles that apply to communicating about money in relationships. $50 for Non-Members FREE for AFCPE Members Presenter: Kelsie Smathers
June 07, 2019
Read More >Changing the Approach to College Funding
College costs continue to soar out of control and our national student loan debt tops $1.5 Trillion dollars as of Q1 2018. The number one financial concern for affluent Gen X parents is how to pay for college, yet most advisors have never been taught how to do it the...
June 07, 2019
Read More >Difficult Dialogues in Finance: Redlining and its lasting effects on African Americans
This session will engage and educate Financial Professionals about Redlining, Subprime Lending, and the detrimental effects it continues to have on Financial Literacy within the African American community, including lack of access to Property Ownership. Attendees will learn about what they can do in their varying roles as Financial Professionals...
June 07, 2019
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