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X-ORIGINAL-URL:https://www.afcpe.org
X-WR-CALDESC:Events for AFCPE
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DTSTART:20250309T070000
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DTSTART:20251102T060000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250710T120000
DTEND;TZID=America/New_York:20250710T130000
DTSTAMP:20250923T122016
CREATED:20250519T210639Z
LAST-MODIFIED:20250519T210934Z
UID:10002741-1752148800-1752152400@www.afcpe.org
SUMMARY:From Values to Practice: A Panel on Embedding Purpose in Your Financial Business
DESCRIPTION:Join us for a dynamic panel discussion featuring four trailblazing women—financial advisors and money coaches—who are helping shape the future of values-aligned investing. These leaders will explore the rising interest in purpose-driven investing\, particularly among women and younger clients. We’ll dive into how each panelist integrates values-based approaches into their coaching and advisory work\, and discuss how AFCPE professionals can begin introducing these concepts into their own practices. Learn what it takes\, where to start\, and how to communicate the value of this work to clients in meaningful and actionable ways. \nPresenters: Panel discussion led by Janine Firpo President and Co-Founder of Invest for Better \nCost: Free for members\, $50 for non members
URL:https://www.afcpe.org/event/from-values-to-practice-a-panel-on-embedding-purpose-in-your-financial-business/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250716T110000
DTEND;TZID=America/New_York:20250716T123000
DTSTAMP:20250923T122016
CREATED:20250421T130709Z
LAST-MODIFIED:20250630T170822Z
UID:10002729-1752663600-1752669000@www.afcpe.org
SUMMARY:Understanding Financial Uncertainty and Military Suicide Risk.
DESCRIPTION:This webinar equips financial counselors and military family service providers with the essential knowledge and skills to recognize the critical link between financial distress and suicide risk among Service members and their families. Identify stress-reducing financial supports\, and how to foster long-term resilience through financial literacy and planning. Learners will also explore best practices for ethical and supportive financial counseling\, along with key resources for crisis intervention. \nPresenter: Erin Straw
URL:https://www.afcpe.org/event/understanding-financial-uncertainty-and-military-suicide-risk/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250717T120000
DTEND;TZID=America/New_York:20250717T130000
DTSTAMP:20250923T122016
CREATED:20250529T151149Z
LAST-MODIFIED:20250617T185349Z
UID:10002743-1752753600-1752757200@www.afcpe.org
SUMMARY:FPA Connect: A Therapeutic-informed Financial Counseling Approach to 'Money Dysmorphia’: Reframing Perceived Financial Insecurity and Unlocking Healthy Financial Behavior
DESCRIPTION:This session introduces a therapeutic-informed framework for understanding money dysmorphia—when clients experience a mismatch between their financial facts and internal sense of financial sufficiency. Money dysmorphia is not caused by financial instability\, but by distorted self-perception rooted in comparison\, fear\, and ‘internalized scarcity’. Drawing on financial counseling and therapeutic tools\, ranging from Solutions-focused framing to Motivational Interviewing—as well as adaptable insights from body dysmorphia treatment and an exploration of literary\, theological\, academic\, and experiential bases—this session equips professionals to recognize irrational money fears\, support client reorientation to reality\, and foster sustainable behavior rooted in facts\, not fear. \nPresenter: Heath Carelock\, MPS\, PMP®\, AFC®
URL:https://www.afcpe.org/event/fpa-connect-a-therapeutic-informed-financial-counseling-approach-to-money-dysmorphia-reframing-perceived-financial-insecurity-and-unlocking-healthy-financial-behavior/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250717T130000
DTEND;TZID=America/New_York:20250717T140000
DTSTAMP:20250923T122016
CREATED:20250530T201933Z
LAST-MODIFIED:20250530T201933Z
UID:10002744-1752757200-1752760800@www.afcpe.org
SUMMARY:Helping Clients Reduce High Interest Rates with Debt Management Plans
DESCRIPTION:As interest rates skyrocket and the consumer debt crisis deepens\, financial advisors and coaches must be prepared to guide clients through debt challenges. In follow-up to June’s webinar on identifying the right debt solutions for your clients\, this session dives deep into the Debt Management Plan (DMP). In this webinar\, attendees will gain a comprehensive understanding of how DMPs work\, how they compare to other debt relief options\, and how to identify when a client is a good fit for this approach. The session will also show attendees how to identify ethical and transparent partners who can help clients achieve their debt-free goals.
URL:https://www.afcpe.org/event/helping-clients-reduce-high-interest-rates-with-debt-management-plans/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Webinar / Online Meeting Online Meeting;X-APPLE-RADIUS=500;X-TITLE=Online Meeting:geo:-93.4426615,44.9622573
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250722T100000
DTEND;TZID=America/New_York:20250722T143000
DTSTAMP:20250923T122016
CREATED:20250630T151005Z
LAST-MODIFIED:20250630T151005Z
UID:10002748-1753178400-1753194600@www.afcpe.org
SUMMARY:Say NO to Scams: Protecting Consumers and Communities from Fraud
DESCRIPTION:In-person training \nDear Community Partner\, \nYou’re invited to the “Say NO to Scams: Protecting consumers and communities from fraud” training\, hosted by Consumer Action and sponsored by Early Warning Services. \nThe Federal Trade Commission reported that consumers lost more than $12.5 billion to fraud in 2024\, which represents a 25% increase over the previous year. The state of New York ranked #13 among the states with the most fraud reports and #12 with the most identity theft reports. \nAs part of Consumer Action’s decades-long work educating consumers to better recognize and avoid fraud\, we are bringing to New York City our “Say NO to Scams: Protecting consumers and communities from fraud” training. This free event will provide community educators\, counselors\, and other community advocates an opportunity to gather the knowledge and resources to help protect their communities against ever-evolving scams and fraud. \nThe training will offer: \nA live introduction to the latest edition of Consumer Action’s “Just Say No to Scams” educational module\, a free resource that includes a multilingual consumer guide and tip sheet along with tools for conducting community education;\nA session on preventing and recovering from identity theft\, which often results from consumer fraud;\nA guest presentation by the Federal Trade Commission (invited) about scams to watch out for and available tools for avoiding and reporting them; and\nResources for staying up to date on the latest frauds as they emerge. \nIf you are a community educator or advocate\, you will not want to miss this in-person training\, which will also offer an excellent networking opportunity. \nPlease share this invitation with your colleagues and community partners. \nClick here to register. (Confirmation/approval of registration will be sent 2-3 days following your completion of the registration form.) \nDate: Tuesday\, July 22\, 2025 \nEvent check-in: 10 a.m. \nProgram: 10:30 a.m. to 2:30 p.m. (Refreshments and lunch provided) \nLocation: New York University’s Kimmel Center\, 60 Washington Square South\, 9th Floor\, Room KC 914\, New York\, NY 10012
URL:https://www.afcpe.org/event/say-no-to-scams-protecting-consumers-and-communities-from-fraud/
LOCATION:New York University’s Kimmel Center\, 60 Washington Square South\, 9th Floor\, Room KC 914\, New York\, 10012\, United States
GEO:40.7297809;-73.9978657
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250729T120000
DTEND;TZID=America/New_York:20250729T130000
DTSTAMP:20250923T122016
CREATED:20250620T175921Z
LAST-MODIFIED:20250722T135429Z
UID:10002746-1753790400-1753794000@www.afcpe.org
SUMMARY:Building a High-Value Email List That Turns Subscribers Into Clients
DESCRIPTION:A thriving email list is one of the most valuable assets for financial counselors and coaches\, but building and maintaining one can feel overwhelming. Join us on Tuesday\, July 29th at noon ET\, where our host\, Hillary Gale\, will share proven strategies for growing your email list with qualified prospects\, including how to create compelling lead magnets\, optimize your opt-in process\, and nurture subscribers with engaging content that converts them into clients. You’ll walk away with an actionable plan to build an email marketing system that works even when you’re busy serving clients. \nAFCPE endeavors to make this site and the scheduling process accessible to any and all users. If you require assistance regarding the accessibility of this site\, or if you would like to request an accommodation to participate in the scheduling process\, please contact us at accessibility@afcpe.org. \nSpeaker: Hillary Gale
URL:https://www.afcpe.org/event/building-a-high-value-email-list-that-turns-subscribers-into-clients/
LOCATION:Webinar / Online Meeting\, Online Meeting
GEO:44.9622573;-93.4426615
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