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 >

Michele Godfrey, AFC®

Greetings from the AFCPE President’s Office! It feels like winter lasted incredibly long, but now Spring has finally arrived! During what seemed like the longest cold season ever, the AFCPE staff, Board of Directors, and Task Forces have been working hard to bring you another exceptional year of services and... Read More >

Rachael DeLeon, Interim Executive Director

Happy Birthday, AFC®! This year marks the 30th birthday of the Accredited Financial Counselor® (AFC®) certification program, and we have a lot to celebrate! Whether you are an AFC, an AFC candidate, or simply someone who has been positively impacted by the AFC, please take a few moments to share... Read More >

Krista Loew, AFC®

  The management of money can be both simple and complex. On one hand, you can follow these well-known tenets. “Accumulate dollars by saving more than you spend.” “The sooner you start, the greater the benefit of compounded earnings.” On the other hand: “What do I do if I lose... Read More >

Syble Solomon

Title:  Money and Divorce: The essential roadmap to mastering financial decisions Author: Lili A. Vasileff, CFP, MAFF, CDFA; President of the National Association of Divorce Financial Planners. Publisher: American Bar Association (ABA), 2017   Pages:  293 Website: https://wealthprotectionmanagement.com/ Contact: Lili@Divorcematters.com / 203-622-4911   As everyone knows who has experienced divorce personally, worked... Read More >

Almost seven years ago now, we started having discussions about bringing together research and practice. In 2022, our Research to Practice Task Force members are strong, focused, and ready to bring about change. In true AFCPE spirit, we wanted to share WHO our members are, WHY they serve on this... Read More >

Cherie Stueve, Ph.D. AFC® FFC®

More employers are recognizing that a financial wellness benefit is a win/win for both the employer and the employee. A 2020 report found that 62% of employers felt extremely responsible for their employees’ financial wellness and 83% of employers believed that increased financial wellness increased productivity (Bank of America, 2020).... Read More >

Jesse Ketterman, AFC®

The certifications by AFCPE can provide a foundation for your work and communicate to others that you meet the highest standards of your field. I have found this to be the case in my work, as have other extension education colleagues throughout the country. In this article, I will share... Read More >

Andi Wrenn, AFC®

The AFC® designation is used in several career fields, one of which is working with military families. Inside the government are service roles and government contract roles. Additionally, there are relief societies that assist Service members and their families. A government service financial professional is hired through a government posting.... Read More >

Michele Godfrey, AFC®

Greetings, members, and friends of AFCPE®; Happy New Year! 2022 presents us with yet another opportunity to "Raise Our AFCPE Voice" in local communities and our country. I hope you enjoyed the holiday season and have recovered from our 2021 AFCPE Symposium. As always, it was great to connect with... Read More >

Rachael DeLeon

You’re in the right place. Just days before the AFCPE® offices closed for the holiday break, I took a phone call from an AFC®. She was calling to renew her membership and pay her certification fee.  Now this may sound fairly unremarkable, but for me this call was special. Just... Read More >