In a world where financial information is everywhere, the counselor’s value lies not in what they know but in their ability to unlock what the client already knows they need to do. The Heart of the Matter is a 60-minute session that reframes the counselor-client relationship. Participants will learn to…

In 2026, we've entered into an environment that creates the 'perfect storm' for threat actors. They can now leverage AI to be more efficient and effective in launching their attacks. Ongoing global geopolitical issues are also in play. These things all lead to a significantly heightened level of activity which…

In this interactive and educational session, participants will gain tips and strategies to support and effectively work with younger generations. Participants will explore key insights into their financial behaviors, communication preferences, and how to support their financial goals. Participants will learn how to create inclusive and welcoming spaces that encourage…

Your community. Your passion. Your impact. Gain new knowledge, open your mind to new perspectives, and exchange best practices with individuals committed to helping people achieve financial well-being.   Join us in D.C. Metro or virtually at ExperienceAFCPE2026. Tuesday, November 17th through Thursday, November 19th 2026  Membership Rate Professionals: $599 Students: $325 Standard Rate Professionals:…