Rachael DeLeon, Interim Executive Director

As we approach the 8th month of 2022, I’m reminded that there is a lot to celebrate! We continue our ongoing celebration of #30yearsofAFC! Take a moment, if you haven’t already, to leave a message on our Birthday Kudoboard! We’re preparing to launch a refresh of our Money Management Essentials... Read More >

Michele Godfrey, AFC®

Greetings, AFCPE members and friends. I am thrilled to be welcoming in the summer, and I have enjoyed connecting with family and friends I have not had the opportunity to connect with for quite some time. Even though many of us have been able to execute our travel or staycation... Read More >

Mark Munzenberger

The AFCPE Government Relations Task Force spends time each meeting discussing some of the most pressing legislative issues currently facing our country, and ultimately the impact it has on the individuals and families we work with. There are few issues that generate as much lively discussion as the topics of... Read More >

Krista Kretzschmar, CFP®

In 2006, World Elder Abuse Awareness Day (WEAAD) was established by the International Network for the Prevention of Elder Abuse and the World Health Organization at the United Nations to provide an opportunity for communities around the world to promote a better understanding of abuse, neglect, and financial exploitation of... Read More >

Dr. Mary Bell Carlson

I hope you’ve been able to tune into some of the great conversations we’ve had on Real Money, Real Experts podcast this season. If not, here are some of the highlights with quick links for easy listening! Download your favorites and catch up on your daily commute or morning walk. ... Read More >

April Berggren-Batts

Summer can bring many opportunities to spend money. Without a plan, this can lead to excessive credit card debt. Let us take a minute to discuss how to develop a plan to avoid debt completely, how credit cards can cost you money, and how to avoid and minimize debt now. ... Read More >

Dr. Barbara O’Neill, CFP®, AFC® Owner/CEO, Money Talk Financial Planning Seminars and Publications

I recently read Retirement Planning Guidebook, a 453-page tome by retirement researcher and American College professor Dr. Wade Pfau, cover to cover. As an age 60+ adult and a CFP® professional, I consider myself fairly well informed about retirement planning topics. Nevertheless, there were still many valuable insights.  Whether you... Read More >

Jacquie Carroll, Ed.D, AFC

You Had Me at Hello: Three Strategies for Making Initial Connections Introduction Anyone who has ever tried to teach personal finance either to a client, a group of workshop participants, or actual college students, knows that all too often, eyes glaze over and shoulders shrug—let’s face it—personal finance is not... Read More >