The Standard Newsletter
Andi Wrenn
The Value of the AFC® One of the most important things you can do this year is to share the value you have as an Accredited Financial Counselor ®. Even if you are an AFC® candidate, it is important to be able to communicate your own value. What do you... Read More >
Rachael DeLeon, Executive Director
It’s Symposium season! I love fall in the Midwest – the vibrant colors of the leaves, the sounds of Friday night football games, and the frosty morning walks with my kids on our way to work and school. Autumn brings with it a feeling of nostalgia and eager anticipation. And... Read More >
Michele Godfrey
Greetings, AFCPE Members and Friends, In less than one month, we will host our 2022 AFCPE Symposium. I am excited to travel to Orlando, Florida - Florida, my home state, and Orlando, home of my Alma Mater, the University of Central Florida. I am most grateful for the opportunity to... Read More >
Mark Zeigler
This past summer I decided to take a chance to meet some other AFCs and candidates and read a highly-rated book at the same time by participating in the Nudge book study by Andi Wrenn. Having completed the book study, I want to highly recommend these book studies to all... Read More >
Elizabeth Wolleben Yoder, CFP®
A note on language: Some people are advocates for person-first language, for example stating that they have Autism. Others are strong advocates in the opposite direction, using identity language, stating that they are Autistic. Many others don’t care and like to order language for ease of use and flow of... Read More >
Glen R. Cone
Most of the time people contact an advisor only when they feel they need to, and certain milestone events trigger that need, it is as simple as that. Some events we universally all will experience, and the significance they can have, often ripples across two or more generations. Late-in-life planning... Read More >
Schane D. Coker, AFC, FFC, Doctoral Student at Florida International University
Introduction Economic inequality disproportionately impacts U.S. racial and ethnic minorities. This disproportionate inequality has shaped how they view their current financial situations as well as how they set their household financial goals. Native Americans have historically been hindered from achieving economic well-being due to U.S. governmental policies on native lands.... Read More >
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 >