Money Talk

NOVEMBER 22, 2022

Below are my ten key take-aways from the 2022 AFCPE Symposium: AFC Certification Milestone - The AFCPE accredited financial counselor (AFC®) certification began in 1992 and celebrated its 30 th anniversary. We all filter new information through these lenses.

Finance 189

Finance Education Media Financial Counseling 189

Best Money Moves

OCTOBER 7, 2021

5 financial steps to support employees in 2022. Consider these 5 suggestions for bringing financial wellness to your workforce in 2022, as well as why these steps are good for employers as well as employees. Financial wellness can help alleviate that stress and lead to more focused employees.

401(k) 98

401(k) Retirement Plan Financial Counseling Finance 98

Money Talk

AUGUST 15, 2024

One of the great features of the annual Association for Financial Counseling and Planning Education (AFCPE) Symposium is that AFCPE now makes video recordings of all of the breakout sessions and makes them available to attendees for a year. Financial Fraud - The top scam category in 2022 was imposter scams.

Financial Counseling 140

Financial Counseling Education Finance Deductions 140

Money Talk

NOVEMBER 24, 2021

Last week, I attended the virtual 2021 AFCPE (Association for Financial Counseling and Planning Education) Symposium for financial educators, planners, counselors, coaches, researchers, and content creators worldwide. A tip to increase savings is to name your savings accounts for a specific purpose.

Financial Counseling 130

Financial Counseling Banking Mining Taxes 130

Employee Benefits

SEPTEMBER 16, 2024

Office for National Statistics’ figures show that real average UK earnings fell between 2019 and 2023 and survey after survey has shown the impact of financial pressures. Increasingly, pension providers enable access to discounted financial advice, paid for from members’ pension pots.

Pension 59

Pension Employment Financial Counseling Banking 59

Hppy

OCTOBER 24, 2023

Financial Education and Resources Research indicates that offering financial education and resources in the workplace can yield significant benefits for both employers and employees. According to a 2022 survey by the Society for Human Resource Management, only 21% of employers currently offer non-retirement financial benefits.

401(k) 36

401(k) Human Resources Financial Counseling Education 36

Flimp Communications

OCTOBER 18, 2024

How to participate in wellness program offerings, mental health benefits, financial counseling, and other non-traditional benefits. According to Aflac’s 2022-23 WorkForces Report , three out of five employees spend 30 minutes or less researching benefits.

Education 98

Education Financial Counseling Health Insurance Deductions 98