AFCPE® CEU Archives - Page 2 of 4

Next Steps: What Survivors of Veterans Need to Know

February 19, 2024

When a loved one dies, even if they have an estate plan, survivors will face many decisions, challenges and obstacles … all while going through the grieving process. Dealing with these tasks can be time-consuming and stressful for even the most well-prepared, financially savvy individuals; adding a maze of military and veterans benefits to the equation only complicates the process. This session reviews the benefits, both military and civilian, a survivor of a veteran may be eligible for and explains the steps needed to access them, along with outlining other actions required in the wake of a veteran’s death.

Military Compensation Basics – A Look Behind The LES

February 19, 2024

Ever wonder what goes into basic pay rates, how housing allowances are set, or the difference between cost-of-living adjustment and cost-of-living allowance? Join Ms. Jeri Busch, Department of Defense’s Director of Military Compensation Policy, for a behind scenes look at military compensation. She will address major components of military compensation, their intended purpose, and how pay and allowance rates are set.

How to Make Money as an Accredited Financial Counselor®

February 19, 2024

Military life can make earning money as an Accredited Financial Counselor (AFC) difficult. The stars have to align just right for an open contract position or for a planning firm or employer to have an open position at your duty location. Join us for a panel discussion with actionable information on how you can make money as an AFC, no matter where the military sends you or after military life. You'll learn practical tips on earning extra income, from writing and coaching to podcasting and sponsorships. Discover the power of networking and decide between starting your own business, finding a job, or a side hustle. Take advantage of this session to take control of your earning ability and make the most of your skills as a financial pro.

Using Yellow Ribbon Benefits to Super-Charge the Post 9/11 GI Bill

February 19, 2024

Imagine being able to send a family member to one of the most expensive colleges in the United States - for free! The Post 9/11 GI Bill is an enormous benefit of military service. Combined with the Yellow Ribbon program, the GI Bill can pay even more. This can make even very expensive schools possible for military families. We'll start with YR program basics and examples of how it works. Then, we'll share tips to make the YR program work for your students. You'll leave smarter and ready to help clients make the best YR decisions.

Landmines To Avoid In Military Divorce

February 19, 2024
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Military Divorces … Are They Really Any Different Than Non-Military Divorces? With topics of discussion and aspects ranging from jurisdiction, jargon and terminology, different payroll offices, forms, processes and paystubs; federal rules regarding qualifying for post-divorce healthcare and other benefits, pension division post NDAA 2017, Military Retirement Pay Division Orders, nuances around the Survivor Benefit Plan (SBP), GI Bill Educational Benefits and Transfer of Entitlement (TOE), USFSPA, TSP division, Retirement Benefits Court Orders, VA disability payments and potential rating changes, calculation of Child Support, Spousal Support, FERS Military Service Buy Back Program, and remembering Sly and The Family Stone … “so on and so on, Scooby-Dooby-Dooby” … how would YOU answer that question?

Financial Planning for Guard and Reserve Families: Part 2 Retirement

February 19, 2024

Guard and Reserve families share many similar financial experiences with Active Duty families; but there are distinct advantages and challenges related to their Reserve Component status. This session will focus on the unique aspects of Guard and Reserve retirement including topics related to qualifying for retirement, calculating a reserve pension, reducing their retired pay eligibility age, and earning an active duty pension. Additionally, we’ll take a detailed look at the Reserve Component Survivor Benefit Plan (RC-SBP) decision, healthcare coverage and gray zone retiree benefits and limitations.