AFCPE® CEU Archives - Page 3 of 4

Military Food Insecurity-What’s Your Role?

February 19, 2024

Today’s military families are faced with higher rates of food insecurity than the average American family. Factors such as frequent moves, unemployment/underemployment of spouses, and systemic pay problems contribute to this dilemma. The DoD’s 2021 Survey of Active Duty Spouses revealed 25% of respondents experienced food insecurity. How can financial industry professionals be a part of the solutions for these families? How can you best advise families to promote financial decision-making that can help alleviate the paycheck-to-paycheck living that further perpetuates food insecurity? How can you empower military families to stretch their income to cover their basic needs? Join this session to ask questions, discuss, and learn how you can play a key role in helping our military families thrive and overcome food insecurity.

Financial Planning for Guard and Reserve Families: Part 1 – Serving

February 19, 2024

Guard and Reserve families have added layers of complexity when combining military pay and benefits with civilian careers. They face many of the same challenges as their Active Duty peers but this session will focus on the unique nuances of this community:

Demystifying Backdoor Roth IRA for Military Families

February 18, 2024

Whether it's during the transition to civilian employment or because combined spouse income is too high, many military families miss out on Roth IRA tax-advantaged savings. Backdoor Roth IRA is a technique that can help families continue to build wealth for their future and suppress their lifetime tax bill.

Servicemembers Civil Relief Act Overview

February 18, 2024

This session will provide an overview of federal financial protections under the Servicemembers Civil Relief Act, including interest rate benefits, foreclosures, lease terminations, repossessions, and other matters.

What To Do When Beneficiaries Aren’t Updated: Case Studies with Practical Lessons Learned

February 18, 2024

Nearly every conversation people have when they talk about investing revolves around either what family and type of funds to use (allocation) or what mix of traditional IRAs, Roth IRAs and taxable accounts to use (tax treatment). Not discussed enough is the importance of building your estate plan early and doing the housekeeping to make execution easy for your loved ones who will have to execute it without your assistance, and while they'll most likely be actively grieving your death or your loss of capability/capacity to handle your own affairs.

Veterans Benefits Banking, Counseling, and the Relaunch of VetCents

January 16, 2023

The Veterans Benefits Banking Program (VBBP), initiated in 2019, is undergoing a significant transformation. A noteworthy addition to the program is the implementation of a novel search feature on the website, facilitating easy access to information on participating banks and credit unions.