Blog
Financial Literacy Month Spotlight: Get to Know Some of Your AFCPE® Board Members
Meredith M. Lozar, AFC®, AFCPE® Member Director of Community Solutions, Blue Star Families My Work: Non-Profit Military affairs, informing policy, supporting military families My Roots: My professional roots are in Non-Profit Management and leadership My Passion: Supporting military families in their quest for financial fitness and readiness so that we maintain the strong all-volunteer military force that...
April 16, 2018
Read More >America Saves Week: Bridging the Savings Gap
With so many obstacles to saving, how do we help bridge the savings gap for individuals and families, helping to turn savings goals into successful realities and small steps into lasting financial well-being? On Tuesday February 27, @AFCPE hosted a Twitter Chat to discuss ways to overcome obstacles to successful savings...
February 28, 2018
Read More >AFCPE: Advancing the Profession and Bridging the Gap Across Professionals and Communities
One of the things I love most about AFCPE is the diversity and depth of our professionals. Each one brings a different area of expertise and experience from across the field of personal finance, from research to practice. This connected, dynamic network is a hallmark of AFCPE. This year’s Annual...
December 19, 2017
Read More >America’s Wealth Gap: What It Is and What We Can Do To Close It
On Monday, December 11, we hosted a #BridgingtheGap twitter chat. Special guests, Heather McCulloch, director of Closing the Women's Wealth Gap, and Tom Shapiro, author of Toxic Inequality and thought-leader on the racial wealth gap provided us with a deeper dive into America’s wealth gap and gave us a platform to discuss what...
December 12, 2017
Read More >Bridging the Gap Twitter Chat
At this year's Symposium, we discussed the importance of #BridgingTheGap of wealth our country is facing. To continue the conversation and further spread the word, we invite you to join our Twitter chat on Monday, December 11 featuring special hosts Heather McCulloch, director of Closing the Women's Wealth Gap, and Tom Shapiro, author and thought-leader on the racial wealth...
December 04, 2017
Read More >AFCPE Members are Bridging the Gap
"At AFCPE, we believe in motivating change, in bridging gaps, in making connections with knowledge and empathy. Because we know that the best way to impact our culture is by improving individual lives." Thank you to the AFCPE Members and certified professionals who make an incredible impact in the lives of the...
November 15, 2017
Read More >Zeiders Enterprises builds bridges for military communities worldwide
Bridges enable people to get from one place to another. People go places they couldn’t go before, or previously had to find an ineffective way to get there. At Zeiders Enterprises, Inc. we have a network of financial professionals that includes AFC® credentialed professionals who help Service members go places they...
November 13, 2017
Read More >Preparing Students to Work in Diverse Professions in Personal Finance
Personal Financial Planning at Kansas State University (K-State) is a nationally recognized and award-winning program that prepares students to work in diverse professions in personal finance. Known for excellence in educating and training students, the K-State Personal Financial Planning program helps to equip students with strong technical and soft skills...
November 10, 2017
Read More >Bridging the Gap between Money and Our Emotional Messages
My goal as the creator of Money Habitudes® has been to make it easy for people make the connection between our financial behaviors and our emotional messages. When individuals seem to be facing the same financial challenges repeatedly, it’s a good bet that their behavior is actually fulfilling an important emotional...
November 09, 2017
Read More >Happy Change-Making!
It all started with scribbled notes on the back of a napkin. As a financial coaching organization led by experienced frontline practitioners, we were all too aware of the gaps programs face that can take precious time away from serving customers, such as finding access to the resources and answers that...
November 08, 2017
Read More >Casting a Net Gain for Law Students
We’ve all heard the old adage: give a man a fish, and he’ll eat for a day, but teach a man to fish, and he’ll never be hungry again. It was with that in mind that MAX by AccessLex® was designed, to be a sort of personal finance bait and tackle...
November 07, 2017
Read More >Bridging the Gap through Credit Building
A good credit history is crucial in today’s economy. Far more than just a number, a good credit score is a prerequisite for everyday financial services like a low-cost credit card, a bank account or car loan. A good credit history can make the difference in accessing the affordable lending...
November 06, 2017
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