News & Publications: News Center

News Story

Poll of Ohio Adults to Show Need for Major Statewide Investor Education Program Launching in May

March 30, 2017

"Building a Bridge": Public TV Documentary, 3 Community Events & Pro Bono Financial Counseling and Planning Part of Ambitious Campaign Across Ohio.

COLUMBUS, Ohio, March 30, 2017 /PRNewswire-USNewswire/ -- The Association for Financial Counseling & Planning Education® (AFCPE®), which administers standards and accreditation for Accredited Financial Counselors® (AFC®), Financial Fitness Coaches™ (FFC™) and other professionals in the field of financial counseling and education, will hold an in-person news event at 1 p.m. April 3rd in the Ohio Statehouse to: (1) release the findings of a major survey of Ohio adults about saving and investing for retirement; and (2) unveil an ambitious statewide investor education program.

The survey of more than 700 Ohio adults conducted by Public Policy Polling (PPP) will show that few have a financial plan in place for retirement, many do not understand the differences among financial professionals, and relatively few check out the financial background of the people providing them with financial counseling and planning assistance.

Launching in May, the "Building the Bridge" Ohio investor education program is a collaboration between AFCPE, the Ohio Department of Commerce - Division of Securities, the Investor Protection Trust (IPT), and Detroit Public Television (DPTV).  The statewide campaign will feature the airing on Ohio public television stations of the DPTV documentary "When I'm 65," three community events (Columbus in May, Cleveland in July, and Cincinnati/Dayton in September) and pro bono financial counseling and planning. 

Who:

  • Rebecca Wiggins, executive director, Association for Financial Counseling & Planning Education;
  • Jim Williams, polling analyst, Public Policy Polling;
  • Andrea Seidt, securities commissioner, Ohio Department of Commerce; and
  • Don Blandin, president and CEO, Investor Protection Trust.

When:

Monday, April 3, 2017 at 1:00 p.m. EDT

Where:

Ladies Gallery, Ohio Statehouse, 1 Capitol Square, Columbus, Ohio.

Media Contact:  

Max Karlin, for AFCPE, (703) 276-3255 or mkarlin@hastingsgroup.com

For over 30 years, Association for Financial Counseling & Planning Education® (AFCPE®) has set the highest standards for the field of financial counseling and education. We have worked with the government, the military and a wide range of agencies to set policy. We collaborate with partners that share our values and our vision for the future. Our constituents are instrumental in everything we do. Today, our nonprofit organization continues to set the standard for financial counseling, coaching and education.  AFCPE has its national headquarters in Westerville, OH, just outside of Columbus. www.afcpe.org

When I'm 65 is a groundbreaking national documentary and engagement program focusing on the realities of retirement in the 21st century and the financial choices that all Americans need to make to plan for a financially secure future.  www.wi65.org   

The "Building the Bridge to Investor Education and Protection for Ohioans" program is funded by a grant from the Investor Protection Trust (IPT). The IPT is a nonprofit organization devoted to investor education. Since 1993 the IPT has worked with the States to provide the independent, objective investor education needed by all Americans to make informed investment decisions. www.investorprotection.org

The Ohio Department of Commerce-Division of Securities protects Ohioans by licensing securities salespersons, dealers, investment advisers and investment adviser representatives, as well as securities offered for sale to Ohioans. http://www.com.ohio.gov/secu/default.aspx


Back to Top