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

2018 AFCPE® Research and Training Symposium

AFCPE Pre-Symposium: Monday, November 12 - Wednesday, November 14
AFCPE Symposium: Wednesday, November 14 - Friday, November 16
Schedule Subject to Change

Title: Ignite Style Session

Presentations Include:
- Keeping Your Clients Motivated - Lindsay Ferguson
- Teaching, Coaching, and Giving Advice - OH MY! - Paul Goebel
- Laying the Foundation: Providing Training for Practitioners in the Field - Rachel Grimes
- Why the Thrift Savings Plan Performs so Well in the U.S. Economy and Why It Is Well-Suited to Blended Retirement System (BRS) Retirement Goals - Jim Murphy
- How to Make an Effective Financial Education Video - Barbara O'Neill
- Thriving with Your AFC - Diana Yacob
Thursday, November 16th, 2017
While providing financial literacy there are many paths that any financial counselor, planner, or educator can take. Determining which route to take when moving between being a teacher, coach, or simply giving advice can be a daunting task. Much like Dorothy when you find yourself far away from home it helps to have a tool to use that does not require killing a wicked witch. This Ignite session focuses on helping practitioners know how to avoid providing advice whether in an organized workshop or coaching session.
Ignite Slides - Ferguson: 122668-2-47366.pdf 
Ignite Slides - Goebel: 122668-2-47538.pdf 
Ignite Slides - Grimes: 122668-2-47546.pptx
Ignite Slides - Murphy: 122668-2-47368.pptx
Ignite Slides - O'Neill: 122668-2-47369.pdf 
Ignite Slides - Yacob: 122668-2-47367.pdf 
Handout - Goebel: 122668-2-47559.pdf 

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