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The AFCPE® Blog

The AFCPE Blog is designed to provide new and insightful personal finance information for financial professionals – information that can be shared with both clients and consumers and provides new insights into education and practice.


Annuities: Complex, perplexing. Worth it? Maybe, maybe not.

General

December 23, 2014

As a mix of part-time financial counselor and part-time retiree - and certainly more retiree than counselor - I’ve had to go through all the necessary steps to ensure my spouse and I have the funds...


AFCPE Membership Spotlight: Sharon Cabeen

#IamAFCPE, General

December 19, 2014

2014 Recipient of the AFCPE® Celia Ray Hayhoe Distinguished Fellow Award This year, AFCPE was proud to recognize Sharon Cabeen as the recipient of the Distinguished Fellow Award. The honor goes...


Are You Prepared to Address the Unique Financial Needs of People with Disabilities?

General, Financial Education

November 22, 2014

As the nation’s first nonprofit exclusively dedicated to improving the financial health and future for people with disabilities, National Disability Institute (NDI) has been the leader working at...


Serving Those Who Served

Military, General, Financial Education

November 11, 2014

“Every day, our military families at home and abroad inspire us and remind us of our obligation to take care of those who do so much for our country.  As a grateful Nation, we pay tribute to the...


2014 AFCPE® Award Winners Announced!

Symposium, General

October 28, 2014

AFCPE members are the people who really make things happen – they create policy, do the research, develop programs and work with people who need their expertise. ~Longtime AFCPE Member, Syble...


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