Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Title: Serving the Other 95%: Bridging the Gap Between Financial Counseling, Coaching and Planning
Friday, November 17th, 2017
Financial counseling and financial planning have long been considered on different ends of the service spectrum. While planning focused on helping the rich get richer, counseling was believed to only serve in a not-for-profit role. The truth is, counseling and planning together provide a continuum of care that serves clients throughout their lifetime. Join me as we discuss how planners and counselors can work together to provide services to a much broader range of clients. We can't be considered a profession until we help more than just the top 5% of American's, and the AFC+CFP combo might just do the trick.

CFP Pre-Approved Session 1.5 CEU



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