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Challenge Yourself: Getting the Most out of the AFCPE Symposium

 Hello all, I don’t know if you are like me, but I love to attend conferences, and there are so many reasons why I love them. I really enjoy connecting with people who have a passion similar to mine, and I love getting fantastic ideas for things to do, or...

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#ResearchWednesday: Your money or your values? Young Adults’ Relationship Choice

Today, more couples are delaying marriage. Many are choosing to cohabit before marriage or instead of marrying, and this is especially true among young adults. Money, specifically not enough of it, is often cited as a reason for this decision. Our study explored this possibility with survey data from 424...

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#ResearchWednesday: Counselors share lessons about working with diverse clients

 At times financial counseling with culturally diverse clients may seem daunting and counselors may be unsure of how best to connect with their clients and help them effectively. This was true for some of the counselors we interviewed as part of our research, "Financial Counselors’ Experiences Working with Clients of...

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Are you Financially Prepared for a Natural Disaster?

September is National Preparedness Month, which recognizes the importance of community preparation and planning for disasters and emergencies. All disasters – from wildfires to hurricanes – come with their own unique set of challenges to consider during preparation; however, regardless of the type of disaster your community may face, one...

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#FridayFollow: The Tax Lady

Erin Kidd, AFC® is an Enrolled Agent who specializes in individual taxation and focuses on simplifying complex tax issues and educating clients. “I love to help them plan for the future and anticipate the implications of their next financial move!” AFCPE: You were part of the very first class of FINRA...

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#YoungProWeek: Giving a Financial Framework to a Purpose Filled Life

Trevor Sharp, CFP®, ChFC®, AFC®, is a financial planner for DMBA, an employer sponsored financial planning firm.  Their firm helps employees with everything from basic money management to comprehensive financial planning. AFCPE: What inspired or led you to pursue a career in this field? Trevor: When I was a freshman...

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#YoungProWeek: The Power of Blending Counseling and Coaching

Dominique Reese, AFC®, FFC® is a financial coach serving LA County and beyond. She helps her clients with anything that impacts their money, and if she is unable to help – she’ll work with them to secure the right resource or professional, so they can achieve their financial goals. AFCPE:...

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#YoungProWeek: An Advocate for Financial Literacy & Independence

Julie Tran, AFC® strives to help her community toward financial stability and financial independence through empowering individuals – helping them to recognize the skills they already possess and grow their confidence to manage their own personal finances. Julie: I want to be a strong advocate to impact the system and...

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#YoungProWeek: Serving the Underserved

Joshua Van Every, AFC® candidate is a financial counselor at the AIDS Resource Center of Wisconsin. He oversees a program that allows him to work alongside and assist clients in equipping them with the tools imperative to achieve financial peace. AFCPE: What inspired or led you to pursue a career...

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#YoungProWeek: Financial Coaching with an Equity Lens

Nadav David, AFC® works as a financial coach supporting families living in subsidized housing programs to build assets, further personal finance knowledge, and reach their financial goals and dreams. Nadav: My work focuses on racial and economic equity through providing coaching that centers dignity within a system that often extracts...

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#YoungProWeek: Helping Young Pros Build Money Skills for Life

Theresa Stevens, AFC® is a financial coach for recent college grads and young professionals who want to start adulthood off on the right financial track and build money skills for life. Theresa: When I say "for life," I mean helping them not just to get through a crisis or specific...

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#FridayFollow: Family Secrets and Stolen Identity

Axton Betz-Hamilton, AFC® is an Assistant Professor of Consumer Affairs at South Dakota State University. She is also the author of the forthcoming book, “The Less People Know About Us: A Mystery of Betrayal, Family Secrets and Stolen Identity,” in which shares her personal experience with familial identity theft. AFCPE:...

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