AFCPE® (Association for Financial Counseling and Planning Education®)

This Small Business Saturday, we’re sending a big THANK YOU to the amazing small businesses that helped make Symposium a success! 💙 🎨 Atchley Graphics – Printing and installation of applied graphics and poster boards 🎨 Between State – Design of our annual report and Symposium branding 🎨 Events by Maddy – Fun airbrush tattoos 🎮 Supergames – Massage chairs, Light Bright, and games 🐾 Franklin County Dog Shelter – Adorable puppies! 🎁 JX2 – Swag and merchandise 🤟 Hallenross – ASL interpreters 🎥 SVC – Video production 📸 Robb McCormick – Photography 🏆 Village Trophy – Custom awards 🍪 The Buckeye Lady – Delicious buckeye treats 🦅 Eagle Exhibit – Exhibitor services 💻 X-CD Technologies – Conference software 🌀 JUSTmove Culture – Inspiring closing session 📸 Yoomee Booth – Interactive photo booth • and more! We are so grateful for your hard work, creativity, and passion. Your contributions made this event unforgettable! #ExperienceAFCPE2024

As we gather with loved ones this Thanksgiving, we also want to recognize our AFCPE family. Your commitment to financial education and empowerment transforms lives and strengthens communities. Thank you for inspiring us and those around you. #AFCPECommunity

November is Long-Term Care Awareness Month, an essential time to reflect on the financial planning needed to support long-term care. AFCs understand that preparing for the future requires thoughtful consideration, especially when it comes to extended care needs. This month, remember to help clients plan for these important life stages, ensuring their financial goals align with a secure and prepared future. #LongTermCareAwareness #AFCPE #FinancialCounseling

🎉 Thank you for an incredible #AFCPE2024 Symposium! 🎉 To our attendees—both in-person and virtual—thank you for making this year’s event a huge success. Together, we explored groundbreaking topics, connected with inspiring leaders, and celebrated the power of financial education, coaching, and counseling. Some highlights included: ✨ Thought-provoking keynotes from industry experts ✨ Dynamic sessions on investor education, behavioral science, financial security, and more ✨ Networking opportunities that sparked meaningful connections ✨ Real-time discussions on emerging trends like AI in finance We’re grateful for your energy, insights, and commitment to creating a financially empowered world. Let’s keep the momentum going! Stay tuned for more information about #AFCPE2025! We can’t wait to come together again next year for another unforgettable event! #FinancialWellness #AFCPECommunity #SeeYouNextYear

“The golden rule is to treat others the way you want to be treated. The platinum rule is to treat others the way THEY want to be treated.” Today’s final #ExperienceAFCPE2024 session with JUSTmove (David Scherer and Joe Davis) brought an inspiring, interactive approach to exploring cultural and racial differences in the workplace. Using music, poetry, and storytelling, they showed participants how to move beyond "color blindness" toward a world where all colors are seen and celebrated. #DiversityEquityInclusion #FinancialProfessionals

Congratulations to all the outstanding award recipients from last night’s ceremony! 🌟 Your dedication, innovation, and impact inspire us all to raise the bar in financial counseling and education. A special shoutout to those who joined us virtually—your presence and support made the celebration even more meaningful.✨ Thank you all for shaping a stronger, more financially empowered community! 💙👏 #ExperienceAFCPE2024

"How do we meet our minds where they are and structure the environment to help our clients succeed?" In today’s #AFCPE2024 session, Wendy De La Rosa, Assistant Professor at The Wharton School, explored the fascinating intersection of behavioral science and financial planning. Participants learned practical strategies like using nudges and prompts to help clients overcome behavioral barriers and follow through on their financial plans. Ready to apply these insights? Your clients' lasting financial well-being could depend on it! #BehavioralFinance #FinancialCoaching

Day 2 of the #ExperienceAFCPE2024 Symposium is coming to a close. From inspiring sessions to meaningful connections, today was all about growing, learning, and empowering each other to make a greater impact 🩵 What was your biggest takeaway today? Share below 👇

In our latest #AFCPE2024 session, Syble Solomon of LifeWise Strategies shared essential insights on navigating the evolving landscape of client safety and financial security. From regulatory changes to advancing technology, the session highlighted practical “do’s and don’ts” to help financial professionals protect their clients in a variety of impactful ways. 💡 Takeaway: Staying aware of emerging issues and implementing small, practical steps can make a big impact. #FinancialWellness #ClientSucces

📢 In today’s session at #AFCPE2024, speakers Robert Mascio, Director of the FINRA Investor Education Foundation, and John Moses of the U.S. Securities and Exchange Commission shared insights on the latest trends shaping investor education and retail investing. From the rise of "fin-fluencers" to combating emerging frauds like confidence scams, affinity frauds, and AI-driven impersonation schemes, this discussion highlighted strategies to help professionals empower retail investors to make informed decisions and protect against financial risks. Attendees - what was your favorite takeaway from this session? Let us know below!