#FridayFollow: A Celebration of Equality, Unity, and Acceptance
Getting to know Michael Roush, MA, AFC® Michael Roush, M.A., AFC® is the Director of the Center for Disability-Inclusive Community Development (CDICD) at National Disability Institute (NDI). His work is focused on building a better financial future for communities that are often left out of mainstream social, economic, and educational...
June 18, 2021Read More >
How Do I Celebrate Pride Month as a Financial Professional?
Celebrate Pride with AFCPE! June is LGBTQ+ Pride Month! Pride is a time to celebrate and recognize the work of LGBTQ+ Accredited Financial Counselors®, Candidates, and Members and their impact on the field. Pride is also an opportunity for all of us, as financial professionals, to ensure that we are...
June 01, 2021Read More >
FridayFollow: Helping Immigrants Go from Surviving to Thriving
Getting to know Adina Appelbaum, AFC® candidate Adina Appelbaum is a financial and online business coach for immigrants and their families. She is also an immigration lawyer at a non-profit. Together with her husband, Mauricio, Adina started Immigrant Finance, with the mission to “empower immigrants and their families with personal...
May 21, 2021Read More >
#FridayFollow: Get to Know AFCPE’s Newest Staff Member
My Name: Zulairam Ruiz-Agosto (pronounced zoo-lie-rum in English)My Work: Member Services Coordinator. My role is to make sure you are all getting the best experience out of your AFCPE® Membership.My Roots: I was born in Puerto Rico and grew up in the Bronx, NY (you’ll hear my fabulous accent soon!)My Passion: Helping...
March 19, 2021Read More >
#FridayFollow: Meaningful work wherever life takes you
Meaningful work wherever life takes you As we enter the application period for the 2021 FINRA Foundation Military Spouse Fellowship, we approached two 2020 FINRA Foundation award-winning Fellows with some Friday Five questions. Learn more about their passion for this work and why others should apply for the fellowship program.The...
February 26, 2021Read More >
#FridayFollow: Get to Know AFCPE’s New 2021 Board Members
Welcome, Brandy Baxter, AFC®, FFC® My Work: Financial Coach and CEO, Living Abundantly My Roots: Born and raised in Toledo, OH. I grew up with a loving, hard working mother and three sisters. My Passion: I’m passionate about illuminating the space in someone’s mind with ideas and strategies to give them hope...
February 05, 2021Read More >
#FridayFollow: Helping Artists Find Financial Freedom
Jennifer Latimore is an actor who works in theatre, film, and television. She is currently working toward earning her AFC® certification.AFCPE: Tell us a little about your professional journey, and what inspired you to pursue the AFC® certification?Jennifer: Never have I felt that the word ‘unique’ more accurately describes me...
January 29, 2021Read More >
Leveraging Strength with an Equitable Money Mindset
We know that money is already often weighing on people’s minds, especially those with critically low incomes. During these times of extreme uncertainty, people’s main financial concerns become even more immediate rather than long-term. The National Endowment for Financial Education found that 7 out of 10 people are concerned with their finances...
January 25, 2021Read More >
#FridayFollow: Looking Beyond Behaviors
Getting to know Sean McPhilamy, AFC®. AFCPE: When someone asks what you do, how do you respond? Sean: I help individuals and families with improving personal finances, looking beyond behaviors. AFCPE: Tell us a little about your professional journey. What or who inspired you to pursue this career? Sean: Twenty-five...
December 18, 2020Read More >
#ResearchWednesday: Research Shouldn’t Be on the Naughty List
Guest Contributor: Sasha Grabenstetter Continue the Conversation: Tell us what you think in the comments below or on Twitter.
December 16, 2020Read More >
#SponsorSpotlight: Meet Billy Hensley of NEFE
Meet Dr. Billy Hensley of NEFE Welcome to the 2020 Sponsor Spotlight series! As we prepare for #AFCPE2020, November 16-20, 2020, we are excited to introduce you to our Sponsors, and more specifically, to the incredible people who work for these organizations. Learn more about the organizations and the people...
November 06, 2020Read More >
#FridayFollow: Helping People Reclaim their Personal Financial Power
Dawn Torres Gale, AFC® is a financial counselor who is passionate about helping her clients identify or refine their financial goals and create a road map to get them there successfully. She especially loves, “helping people reclaim their personal financial power.”AFCPE: Tell us a little about your professional journey. What...
October 02, 2020Read More >