Friday Follow: Get to Know AFCPE’s New Operations Officer

Get to Know AFCPE’s Newest Staff Member and Operations Officer!As our Operations Officer, Ashley will work to improve processes and efficiencies in order to increase organizational productivity and successfully deliver the strategic plan as set forth in partnership with the AFCPE Board of Directors and Executive Director. Welcome, Ashley Maurer!My...

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Real Money, Real Experts: Meghan Lape, AFC®

Episode 69: Helping People Thrive: Employee Financial Wellness with Meghan Lape, AFC®Download the transcript or watch on Youtube!This week on Real Money, Real Experts, our hosts sit down with Meghan Lape, AFC®, CFP®, EA®, the founder of Conscious Impact Financial Planning, a financial wellness and socially responsible investment firm.Meghan recognizes that...

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Help the people you serve connect with their future selves to improve their financial future

Written by: Miesha Davis The financial resilience of many Americans took a major hit over the last few years. Millions are working to rebuild savings, improve credit, and pay down debt. Help the people you serve stay on track to reach long term financial goals by connecting them to their...

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Real Money, Real Experts: Sasha Grabenstetter, AFC®

Episode 68: Building a More Integrated Financial Planning Field with Sasha Grabenstetter, AFC®Download the transcript or watch on Youtube!This week we are excited to welcome Sasha Grabenstetter to the show! Sasha is a new AFCPE Board Member and the Financial Planning Education Consultant at eMoney Advisor who shares AFCPE's passion for...

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Real Money, Real Experts: Jean Chatzky, HerMoney

Episode 67: Start Where You Are with Jean Chatzky of @HerMoneyMediaDownload the transcript or watch on Youtube!We’re kicking off 2023 with award-winning journalist and the founder and CEO of HerMoney Media, Jean Chatzky!In this episode, Jean shares her journey into journalism and personal finance and discusses the importance of building camaraderie and...

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Real Money, Real Experts: Michele Godfrey, Rachael DeLeon, Mary Carlson

Episode 66: Wrapping up 2022: Where We've Been, and Where We're Going Download the transcript or watch on Youtube! In the final episode of this season, Mary and Rachael are joined by AFCPE’s Board President, Michele Godfrey, AFC®. Two weeks ago, we kicked off the 2022 AFCPE Symposium with a trip...

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#AFCPE2022 Sponsor Spotlight: Advantage Publications

Welcome to the 2022 Sponsor Spotlight series! As we prepare for #AFCPE2022, November 16-18, 2022, we are excited to introduce you to a few of our incredible Sponsors! Learn more about the organizations in the Exhibit Hall next week. Who are you? Advantage Publications is a Boston based woman-owned publisher...

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#AFCPE2022 Sponsor Spotlight: NEFE

Welcome to the 2022 Sponsor Spotlight series! As we prepare for #AFCPE2022, November 16-18, 2022, we are excited to introduce you to our incredible Sponsors! Learn more about the organizations you’ll find in the Exhibit Hall this November. Who are you? At the National Endowment for Financial Education (NEFE), we...

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#AFCPE2022 Sponsor Spotlight: AMBA

Welcome to the 2022 Sponsor Spotlight series! As we prepare for #AFCPE2022, November 16-18, 2022, we are excited to introduce you to our incredible Sponsors! Learn more about the organizations you’ll find in the Exhibit Hall this November. 1. Who are you? AMBA – The Association of Military Banks of...

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#AFCPE2022 Sponsor Spotlight: Private College 529 Plan

Welcome to the 2022 Sponsor Spotlight series! As we prepare for #AFCPE2022, November 16-18, 2022, we are excited to introduce you to a few of our incredible Sponsors! Learn more about the organizations in the Exhibit Hall next week. Who are you? Private College 529 plan is a prepaid 529...

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#AFCPE2022 Sponsor Spotlight: Zeiders

Welcome to the 2022 Sponsor Spotlight series! As we prepare for #AFCPE2022, November 16-18, 2022, we are excited to introduce you to a few of our incredible Sponsors! Learn more about the organizations in the Exhibit Hall next week.   Who are you? Zeiders Enterprises, Inc. is a veteran-owned company...

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Real Money, Real Experts: Ritta McLaughlin & Olivia Valdes

Episode 65: Working Towards a More Inclusive, Equitable Market with Keynote Speakers Ritta McLaughlin & Olivia ValdesDownload the transcript or watch on Youtube!This week, we're speaking with joint #AFCPE2022 keynote speakers from the FINRA foundation: Ritta McLaughlin,  the Director of Investor Education Community Outreach & Olivia Valdes, a Senior Research Analyst....

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