Poised for growth: What’s next for AFCPE in 2022?

Real Money, Real Experts

English - December 07, 2021 14:00 - 29 minutes - 20 MB
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Previous Episode: Getting to the heart of it: Understanding our clients’ values and money behaviors with Sarah Li-Cain

Next Episode: Year in Review: Looking back at some of our favorite episodes

Today on Real Money, Real Experts, co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson chat with Rachael DeLeon, AFCPE’s Senior Director of Member Services and Communications and soon-to-be Interim Executive Director.

As Rebecca prepares to take the next step in her career, we pause to reflect back on the incredible impact she’s had on AFCPE over the past 16 years, while learning more about Rachael’s involvement and vision for the future. AFCPE is poised for an exciting future with new partnerships, new technology, and new opportunities for our members and AFCs. If you want a sneak peek into what’s in store for 2022, this episode is a must-listen!

Show Notes:
00:52 Rachael’s Introduction
01:26 Rachael’s Road to AFCPE®
06:29 The Magic of the AFCPE® Symposium
10:43 AFCPE® Through Rebecca’s Leadership
17:09 The Future of AFCPE®
22:22 Rachael’s Two Cents for the Future of AFCPE

Show Note links:
Wells Fargo Foundation Project: https://www.canportal.org/afcpecovid19
Barb O’Neill podcast: https://podcasts.apple.com/vc/podcast/real-money-real-experts/id1514660485
AFCPE® Archives Project: https://drive.google.com/file/d/1qSSiiPj4FwNo63lJX_AfpvnHDrQPOVU1/view?usp=sharing
Archives project volunteer form: https://forms.gle/Za9dC9Njsj62o8RX8

Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

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