Your personal brand is what sets you apart from everyone else. This meet up is designed to help you start or improve the process of marketing yourself and your services in a way that highlights your strengths and identifies what you enjoy about your role as a financial counselor or coach. Presenters: Michelle Daves, AFC® and Andi Wrenn, AFC® Ask […]

Financial preparedness is an important part of disaster readiness. When disasters occur, an emergency savings fund can be one of the primary resources to handle natural disasters and jumpstart recovery. In this session, we will discuss specific actions that individuals and families can take to become financially prepared for any emergency or disaster situation. In addition, tools, strategies, and resources […]

American's largest domestic program is here to protect the American public.  Join us as Social Security Public Affairs Specialists Kelly Draggoo and Theresa Busher share Social Security essentials and updated information, which everyone needs to know, including: Online retirement planning tools, such as the mySocialSecurity account and online calculator tools Essentials of early vs. late retirement options How work can […]

EFC…SAR…FAFSA…CSS…IPEDS…Is this a new language? No, these are acronyms that are very prevalent in higher education finance. This session will provide and define these higher education terms and many more that are critical in successful college financial counseling. We’ll also explore some lesser-known sources of college finance information, including IPEDS. Presenter: Michelle Richardson, AFC®

Scammers continue preying on consumers, taking advantage of each relief bill and more as the novel COVID-19 pandemic continues. In 2020, over 2.2 million fraud reports were received by the FTC, with imposter scams rising to the top. Just in time for National Consumer Protection Week (NCPW) which runs this year from February 28 - March 6, 2021, the Federal […]

Join us for a small group discussion of the highs and lows of working in personal finance. Using the same structure as the Networking Topic Chats from AFCPE's Virtual Symposium, these Continuing Conversation sessions are an opportunity to connect, commiserate, and celebrate the life of a financial professional.