AFEA Members Only

Training

We are constantly recording training videos for you! When you began you were required to watch a few, but we have so many more for you to explore. Read more below! Soon you will be able to find all of your training videos on this Members Only site, but until that migration is complete, please check out these titles on your Chapter Dashboard.

Setup

  • Business Cards
  • Headshot & Bio
  • Social Media Policy
  • AFEA Email
  • Chapter Page
  • GPS

Coming to this site soon!

Training

  • Do's & Don'ts
  • No Sales Approach
  • Quality Control & Critique
  • Disclosure Form
  • Fundraising
  • Strategy Session

Coming to this site soon!

Prep for Success

  • Class Intro 
  • Student Dashboard, Scheduling Techniques 
  • Utilizing an Assistant,
  • What to Expect 
  • Preparing for a Webinar
  • Preparing for a Live Event
  • Most Common Mistakes
  • New to PowerPoint - Learn the Basics to be Successful
  • 10 Steps to Becoming a Rock Star with AFEA

Coming to this site soon!

Event Scheduling

  • AC Intro
  • Where to Teach
  • What to Teach
  • Marketing Your Event
  • ERF Walk-Through
  • ERF Now What?

Coming to this site soon!

Training by Class Subject

  • Social Security
  • Taxes in Retirement
  • The ABCDs of Medicare
  •  Essentials of Estate Planning
  • Planning for Long Term Care
  • Retirement Income Planning
  • Living a Tax Free Retirement
  • Situational Social Security Planning  Open Office Spotlight - Marc Kiner - NSSA
  • Why you should teach Medicare

Coming to this site soon!

Strategy Session Prep

  • Maximizing Your Strategy Sessions
  • Strategy Session - Appt 1
  • Strategy Session - Appt 2
  • Social Security Story for Strategy Session

Coming to this site soon!

Beyond the Strategy Session

  • Improving Your Business Model
  • Real Return = Real Conversations
  • Sr. Pfau - Are you making the best use of your client's portfolio?
  • Dr. Pfau - Taxes & Net Worth

Coming to this site soon!

Reverse Mortgages

  • Fiarway Training Series: Episode 1
  • Fiarway Training Series: Episode 2
  • Fiarway Training Series: Episode 3

Coming to this site soon!

The New Model Demonstrator

  • New Map Training & Release
  • New Model Demonstrator Training 101
  • New Model Demonstrator Training 201
  • New Model Training on Inverse, RMD, and Compound Return Calculator
  • New Model Demonstrator - The Educational Aspects of each Tab
  • Now Model Demonstrator - Using the Pension Comparison Tab
  • Using the New MAP to Gather More Assets

Coming to this site soon!

Open Office Sessions


Coming to this site soon!