FPA Connect: The Counseling & Planning Continuum: Bridging the Gap by Building Referral Relationships
1 CEU for AFCPE® Professionals
Open to AFCPE & FPA Members
The Counseling & Planning Continuum: Bridging the Gap by Building Referral Relationships
The ultimate goal of the AFC is preparing the client for sustainability and wealth building. Some things to consider when bridging the gap between AFC and CFP clients:
- AFC / CFP client profile
- Client need for income protection
- Client need for wealth building strategies
- CFP minimum income and asset requirements
- CFP specialization
- CFP basic approach to financial planning
Join us as for a great discussion!!!
Willia Williams AFC®
Willa J. Williams is an Accredited Financial Counselor and Financial Coach dedicated to serving families in the areas of money management, financial success and wealth building. As a finance professional it is her desire to empower clients with the knowledge and guidance they need to identify and change poor money management habits and behaviors. Through group training (seminars, workshops, and classes) and personal one-on-one counseling and coaching, Willa provides financial education with an end goal for each client to enjoy all the opportunities available to them now as they save and prepare for their future and for the futures of their families.
Willa has been working in the financial field for over thirty years where she has served as speaker, instructor, and consultant to many. After becoming a trained Financial Coach, she acquired her AFC® designation from the Association for Financial Counseling and Planning Education®, (AFCPE®) where she is an active member.
In 2011, she co-founded Trinity Financial Coaching LLC with Weslia Echols, AFC ®, together they bring hope and encouragement to their clients through education, coaching, motivation, and accountability.
Weslia Echols AFC®
Weslia Echols is an Accredited Financial Counselor (AFC®) and Financial Coach who helps young professionals overcome financial hurdles and build wealth for the future. She helps her clients successfully change behaviors that sabotage their financial success with coaching, motivation, and accountability.
When she was a young professional, while working as a financial advisor, she experienced the stress and anxiety of living paycheck to paycheck. She worked diligently to break this cycle and pursue financial success for her family. She passionately uses her experience to help others to be able to manage their finances confidently and build wealth for the future. Weslia brings 25 years of experience in accounting, financial education, and credit management to help meet the needs of her clients and she shares her personal finance expertise as a conference speaker and workshop facilitator.
In 2011, she co-founded Trinity Financial Coaching with her business partner, Willa J. Williams, AFC® and is an active member of the Association for Financial Counseling Planning Education® (AFCPE).
Login link located in your myAFCPE Membership dashboard: https://my.afcpe.org/fpa_connects
Date: June 21, 2018
Time: 12 - 1:00 PM EST