We are thrilled to announce the release of our Q4 newsletter, expertly crafted by our dedicated Newsletter Task Force. This edition highlights crucial topics such as navigating the one big beautiful bill act, giving teen’s ownership with their financial decisions, and how to prepare for the AFC® exam.
List of articles:
- Book Review: “Wounds of Wealth” by Katie Ubelhor, AFC®
- Combining Coaching and Planning to Increase Firm Effectiveness by Curtis Sheldon & Tonya Peasley
- Executive Director’s Message: Financial Counseling & Planning Connection: Bridging the Gap
- How to Prepare for the AFC® Exam Tips From Successful Candidates by Andi Wrenn, AFC®
- Kids Korner: Give Them Ownership by Shari Evans AFC®
- Navigating the One Big Beautiful Bill Act (OBBBA): Key Tax Provisions for Clients by Gilles Hudelot, AFC®, CFP®
- President’s Message: Give the Gift of Financial Well-being This Holiday Season by Dr. Brandy Baxter, AFC® AFCPE Board President
Thank You:
We would like to extend our gratitude to the Newsletter Task Force for their hard work and dedication. Your efforts have been instrumental in creating valuable resources for our community. Thank you to the following members for your contributions:
- Michelle Tindall (Editor)
- Meghan McInnes (Incoming Editor)
- Axton Betz-Hamilton
- Courtney Davenport
- Shari Evans
- Sasha Grabenstetter
- Heather Kalehuawehe
- Jesse Ketterman
- Meghan McInnes
- Lynne Patterson
- Charlotte Scarlett
- April Thorstad
- Kirby Williams
- Andi Wrenn
Your commitment to our mission is truly appreciated.
Leave a Reply