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Take-Aways from #AFCPE2023- Part II

Money Talk

As I noted last week , I slowly made my way since last December through over a dozen video recordings of presentations made at the 2023 Association for Financial Counseling and Planning Education (AFCPE) Symposium. It does not endorse specific products or services and should not be construed as legal or financial advice.

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My Key Take-Aways From The #AFCPE2023 Symposium

Money Talk

I recently attended the 2023 Association for Financial Counseling and Planning Education (AFCPE) Symposium along with over 600 financial educators, researchers, planners, counselors, and other practitioners. It does not endorse specific products or services and should not be construed as legal or financial advice.

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Take-Aways from #AFCPE2023- Part I

Money Talk

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. and bouncing ideas off of others for feedback.

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My Key Take-Aways From #AFCPE2021

Money Talk

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. Couples need to develop a money management process that works for both individuals.

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Boosting Employee Retention with Strategic Perks: Insights from Abel HR

Abel HR

Financial Wellness Programs Financial stress can significantly impact an employee’s performance and satisfaction. Paid Time Off and Parental Leave Generous paid time off (PTO) policies and parental leave options are highly valued perks.

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Ant Donaldson: How can employers encourage staff to save money?

Employee Benefits

For example, 11 million adults have under £1,000 in savings, according to the Resolution Foundation; UK adults’ average unsecured debt was £3,797 in 2022, according to The Money Charity; and two in three UK employees are refused bank loans, while one in three run out of money before payday, according to Salary Finance.

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My Ten Key Take-Aways From the 2022 AFCPE Symposium

Money Talk

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. A job analysis is conducted every five years to make sure the AFC® is in synch with the work of real life financial practitioners.

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