Connect * Empower * Impact


2019 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium: Sunday, November 17 - Tuesday, November 19
AFCPE Symposium: Tuesday, November 19 - Thursday, November 21
Schedule Subject to Change

Wednesday, November 14th, 2018
Category: Taxes
Making the TCJA Personal: A Workplace Lunch and Learn Income Tax Seminar
It is not enough for financial educators and counselors to explain key features of the Tax Cuts and Jobs Act to consumers. They must also provide viable financial planning options to deal with the changed income tax landscape (e.g., better ways to donate to charities). This workshop will describe a "lunch and learn" workshop developed for employees in a high living-cost state whose residents were more severely impacted by TCJA provisions than many other Americans who live elsewhere. The presentation will include the same 36 slides presented at the workplace income tax seminar. Seminar evaluation results will also be shared.

*CFP Pre-Approved Session - 1 CEU
Questions or Implications for Researchers: Follow up with program participants to see if they made planned behavior changes over time and study the impact of the TCJA law globally on the personal finances of American households (e.g., if people benefitted, how did they spend their additional net pay?).
*CFP Pre-Approved Session - 1 CEU