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Real Money, Real Experts: Heath Carelock, AFC®
Serving Our Clients Intentionally: Listening & Staying Informed with Heath Carelock, AFC® Download the episode's transcript here. Today we kick off our mid-season series focused on the 30th Anniversary of the AFC. In this episode, we had the honor to sit down with Heath Carelock, AFC®. Heath is the Program...
May 10, 2022
Read More >#FridayFollow: Celebrating 30 years of AFC
#FridayFollow: Celebrating 30 years of AFC. How one long-standing AFC® built her career in financial education.Dr. Barbara O’Neill, CFP®, AFC® is a financial education ’solopreneur’ and a longtime member and supporter of AFCPE®. She has served as Past President of AFCPE and has generously sponsored the Mary O’Neill Mini Grant,...
April 29, 2022
Read More >Real Money, Real Experts: Maggie Klokkenga and Rachael Bronstein, AFC®
Episode 51: Discovering Your Niche and Growing Your Private Practice with Maggie Klokkenga and Rachael Bronstein, AFC® In this final episode of our Real Money, Real Experts Career Series, we catch up with Rachael Bronstein and Maggie Klokkenga. Tune in as they share their own experiences in starting a private practice and how...
April 26, 2022
Read More >#FridayFollow: Ingenuity Driven by Innovation
#FridayFollow: Ingenuity Driven by Innovation. How one AFC is using her experience to help make homeownership possible.Tamika Barrett, AFC® is a financial educator and a licensed Realtor, helping people harness their financial knowledge, skills, and habits as tools for achieving goals and building assets. She has been recognized as this...
April 22, 2022
Read More >Real Money, Real Experts: Laura Levine
Empowering our Youth through Financial Literacy & Education with Laura Levine To kick off Financial Literacy Month, our hosts Rachael DeLeon and Dr. Mary Bell Carlson speak with President and CEO of the Jump$tart Coalition for Personal Financial Literacy, Laura Levine. Laura shares the ins and outs of her own...
April 12, 2022
Read More >#FridayFollow: Meet the 2021 FINRA Milspouse of the year!
#FridayFollow: Meet the 2021 FINRA Milspouse of the year!Adriana Lopez, AFC® is an Army Veteran helping to educate people to understand their finances better, and has been recognized as the 2021 FINRA Milspouse of the Year for her hard work. Like so many Fellows, becoming an AFC is an opportunity...
April 08, 2022
Read More >Real Money, Real Experts: Marcy Reyes, AFC®
Financial Inclusion as an Avenue to Building Community with Janie Bright, AFC® This week, Rachael sits down with longtime AFCPE Member, Janie Bright, AFC®. Janie is a self-described passionate credit union employee who has worked in the industry for nearly 30 years. She began her journey as a Credit Union...
March 29, 2022
Read More >#FridayFollow: Military Spouse Fellowship
A Path Towards the AFC, New Opportunities, and Impacting the Military Community Virginia Imlah, AFC® is a financial educator and counselor for military service members and their families. She became a FINRA Foundation Military Spouse Fellow in 2020 and earned her AFC in 2021. Read on to learn more about...
March 18, 2022
Read More >Real Money, Real Experts: Josh Escalante Troesh and Garrett Philbin, AFC®
Entrepreneurship, Financial Coaching, and all things Certification with Josh Escalante Troesh and Garrett Philbin, AFC® In this week's episode, we're continuing our Career Series by diving deep into the world of financial coaching and the ups and downs of owning your own business with Josh Escalante Troesh and Garrett Philbin....
March 15, 2022
Read More >#FridayFollow: When Inspiration Hits
How one AFC Candidate uses experience, education, talent, and passion to educate the masses.Sara Lohse is an AFC® Candidate and the Director of Marketing at BFG Financial Advisors. She creates financial resources to help people of all ages build their path to financial freedom and change the way we think about...
March 11, 2022
Read More >Friday Follow: Get to Know AFCPE’s New 2022 Board Members
Get to Know AFCPE’s New 2022 Board Members Rita Green and Lucy Delgadillo and learn what questions they have for you!Welcome, Rita Green, AFC®My Work: I have a training and consulting firm where I specialize in supporting other organizations who promote financial capability, homeownership, entrepreneurship, and community development. I've also...
March 04, 2022
Read More >Celebrate Women’s History Month as a Financial Professional!
Celebrate Women's History Month with AFCPE! Women's History Month is an annual celebration in honor of the achievements and history of women. Women's History Month is also an opportunity to celebrate and recognize the work of female AFC® (Accredited Financial Counselor®) professionals, AFC® Candidates, and AFCPE Members who are making...
March 03, 2022
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