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

MBA, Hofstra University, 1979

Personal Financial Management Counselor since 2005

AFCPE member since 2005

Executive Certificate in Financial Planning from Georgetown University Center for Professional Development, 2005

AFC 2014



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