Blog

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

#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

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

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

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

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

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

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

Episode 47: Military, Banks, and Nonprofits: Career Talk with Andia Dinesen, AFC® Watch on Youtube! This week, we are joined by Andia Dinesen, Executive Vice President for Communications and Operations for the Association of Military Banks of America (AMBA). As a military spouse, Andia shares her journey to AFC® certification...

March 01, 2022

Annette Harris is a financial coach and owner of Harris Financial Coaching where she helps clients enhance their financial skills and achieve their debt reduction and savings goals. With her background in human resources, she also helps clients figure out ways to advance their careers while maximizing their income and...

February 25, 2022

Tash Billie is the Co-Founder and CEO at Meant2BFree where she provides services to help financial professionals whose clients are at the beginning of their wealth-building journey. AFCPE: Tell us a little about Meant2BFree and how you started.  Tash: Meant2BFree is the product of being excluded from the luxury of...

February 18, 2022

Episode 46: Beyond Academia: Community Impact with Karen Richel, Extension Educator Watch on Youtube! This week, we very excitedly welcome Karen Richel to the show as we continue our Career Series. Karen is a University of Idaho Extension Associate Professor and the Family Finance Extension educator for ten north Idaho...

February 15, 2022