Luisa Fitzgerald, AFC® & Starlett Henderson, AFC®

Every year AFCPE honors our members’ abilities to innovate and support the field of financial education, research, and practice. Having an awards program helps AFCPE recognize and celebrate the outstanding practitioners and organizations that have increased access to quality programs and shared ideas to impact the wellbeing of our population.... Read More >

Shari Evans, AFC® 

It’s hard to believe that we’ve been navigating the impacts of COVID-19 for more than 12 months.  COVID-19 has had a significant impact on personal finances. As we reflect on this impact, it is important for financial professionals to understand some key legislation. These are the CARES Act and the... Read More >

April Berggren-Batts, AFC® 

As parents, we often focus college planning on how to save money to pay for college, but what about ways to pay less for college? The traditional idea of starting college as a freshman, living on campus with a meal plan, and taking in-person classes to achieve a Bachelor degree... Read More >

Gerald Zeigler, AFC®

Clients often ask financial counselors and coaches about taxes and tax situations. Here are some resources and some information you can provide regarding Federal taxes when you aren’t a tax expert. is one of the better government websites. It is full of resources for taxpayers. Here are... Read More >

Meghan Lape-Lefevre, CFP®, AFC®, EA

The LGBTQA+ community is incredibly diverse. The community includes people who identify as men, women, both, and neither. People who are attracted to men, women, both, or neither are also members of the community. Having this unique grouping of people creates its own subculture. This subculture can seem intimidating to... Read More >

Weslia S. Echols, AFC® and Willa J. Williams, AFC®

Generally all professionals should have a list of referral partners. It shows preparation and awareness for the needs of those who seek service from you. There will be times when you are not available to provide the service or when you are not the appropriate one to provide the service... Read More >

Rebecca Wiggins

Greetings from the national office and happy new year! I know I’m not alone in feeling relieved that we have turned the page and are starting a new year. While we still have much work to do, we enter a new year with a sense of hope and opportunity. Last... Read More >

Carrie Johnson, Ph.D., AFC®

This issue’s Research Brief will summarize the general session. Dr. Billy Hensley, President and CEO of the National Endowment for Financial Education (NEFE) presented this session. NEFE did a series of surveys in the spring (April) and fall (September). NEFE's goal was to capture the financial concerns and economic ripple... Read More >

Laura Hendrix, Ph.D., AFC®

Do you ever feel like you need a guide for the next chapter of your life? After 41 years with Rutgers University, Dr. Barbara O’Neil left a long and successful career. She looked for a book that would speak to the transitions she was facing. Unable to find the book... Read More >

Meghan McInnes, AFC®, FFC®

The Working with Vulnerable Communities during COVID-19 & Racial Injustice panel discussion was presented by Schane Coker, AFC®, FFC®; Edna Forero, MSLR, AFC®, FFC®; Jessica Cherubin;  and Sylvia Watford, AFC®, FFC®. This panel helped session participants gather information on how to best serve vulnerable communities in the face of crisis.... Read More >

Mindy Huberty

I made the decision to pursue the AFC certification when I moved overseas with my husband. I knew the  job market was slim and I thought this certification would help advance my career when we eventually moved back to the states. After years of experience working with youth in non-profits,... Read More >

Andi Wrenn, AFC®

AFCPE Symposium attendees often mention the opportunity to network as one of the best parts of attending each year. This year there were many opportunities to connect with other professionals virtually. Attendees could easily connect with one click to reach out. The Pathable platform had many great features that encouraged... Read More >