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Upcoming Events
September 2026
Real Money, Real Experts: Creating Client-Centered Programs That Empower Communities | Holly Zugay
Episode 157: Creating Client-Centered Programs That Empower Communities | Holly Zugay Download the transcript or watch on Youtube! What does it take to make financial education truly meaningful and accessible? In this episode of Real Money, Real Experts, Holly Zugay, CFP, AFC, shares her journey from chemistry to financial education...
September 01, 2026
Read More >The Wall Street Journal Buy Side - Should You Hire a Financial Coach?
Allison Sanka AFC®, was featured.
The Wall Street Journal Buy Side - What Is a Financial Counselor?
Annette Harris AFC®, and Brittany Bramlett AFC®, were both featured.
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