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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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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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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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Investing in Employee Financial Wellness: A Win-Win for Companies

PeopleStrategy

Understanding the Financial Literacy Gap Financial literacy is an area often overlooked in traditional education, leaving many employees grappling with the complexities of investments, stock markets, let alone basic savings accounts and emergency funds.

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5 Financial Steps to Support Employees in 2022

Best Money Moves

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. According to a 2021 Capital One CreditWise survey , 73 percent of Americans rank their finances as the most significant source of stress in their life.

401(k) 94
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5 Benefits for Employers to Retain and Attract Top Talent

Best Money Moves

Offering the service of financial coaches adds a personal touch to the offered benefits and lets employees know that their specific needs are met. Offering the service of financial coaches adds a personal touch to the offered benefits and lets employees know that their specific needs are met.

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7 Employee Benefit Trends that are Set to Dominate in 2024

Empuls

  Employee assistance programs (EAPs) provide confidential counseling services to help employees navigate personal and work-related challenges. These programs often cover a range of issues, from stress management to financial counseling.