Military service providers frequently see concerns such as high credit card balances, multiple loans, and the stress associated with significant debt levels. Those in debt often feel overwhelmed and unsure of where to start. PowerPay, a free tool developed by Utah State University Extension, is available to service members, their families, and military family service providers. Our experts will guide […]

As a professional, sometimes you get so busy inspiring others, you forget to turn that inspiration towards yourself! In the new year, you may feel that achieving your personal goals for your business, career, and personal development is daunting. This session is designed to help financial professionals create a plan, and provide the space to use your own super powers […]

Empathy-driven pro bono financial planning transforms underserved communities by providing more than financial advice. Advisors who integrate empathy deliver personalized support that addresses clients' emotional needs, building trust and fostering open communication. Serving pro bono clients with empathy ensures they receive both financial guidance and emotional support, which is crucial for navigating complex financial decisions. This approach enables the creation […]

Are you passionate about advancing financial well-being through evidence-based practices? Join us on Monday, February 3rd at 3pm ET, for an exclusive webinar designed to introduce the Insight to Impact Initiative Grant—a unique opportunity to bridge the gap between research and practice in personal finance. In this session, you'll: Gain a clear understanding of the grant's goals, eligibility, and application process. […]

Get your questions answered! If you have any questions for our presenter, please email them to oneoppersonalfinance@gmail.com by Tuesday, January 21, 2025. Learn the answers to your questions during the live webinar on Tuesday, February 11, 2025. About This Webinar Whether stationed domestically or overseas, or serving on active duty or reserve duty, service members, and their families must navigate […]

Description: Please join us on Tuesday, February 11 at 3 PM ET for a special AFCPE Member Meeting. Agenda: Vote on new AFCPE Bylaws Meet your new AFCPE Board Members Learn all the ways you can get involved with AFCPE in 2025! Send us your questions! If you have questions about the proposed bylaws' updates, volunteer involvement, or for our new Board […]

Working with clients who receive U.S. tax documents is a common scenario for many financial professionals. This webinar, led by Maggie Klokkenga, CFP®️, AFC®️, CPA, will equip you with the tools to guide clients on what tax forms they should expect, when they’ll receive them, and how to manage them effectively. Maggie draws from her extensive experience in public accounting […]

The ethics of care emphasizes compassion, empathy, and respect in client interactions, crucial for building trust and clear communication. Providers must often engage not only with clients but also with caregivers and supports, especially in long-term care for individuals with disabilities. Balancing empathetic care with professional boundaries is essential, yet can be difficult, leading to potential ethical dilemmas, stress, and […]

In today’s digital landscape, maintaining client confidentiality and trust is essential. As financial professionals, our responsibility extends beyond providing sound advice—it includes safeguarding sensitive information. The good news is that enhancing cybersecurity is simpler than it may seem. In this session, we will discuss how common cybersecurity vulnerabilities can compromise client data and explore strategies for addressing these weak links. […]

Military families are among millions of households in the U.S. rely on the charitable food system to fill gaps in their food needs. Recent efforts have sought to redesign food pantries to create a less stigmatizing experience for clients where they can access healthy food. Attend this webinar to learn about innovative organizational practices that are aimed at meeting the […]