#144: AFCPE Symposium Q&A with AFCPE Executive Director Rachael DeLeon and Willa Williams, Symposium Chair

Season #1

Josh is joined by the Executive Director of the AFCPE Rachael DeLeon and one of the Symposium Chairs, Willa Williams, to discuss the 2024 AFCPE Symposium! The Symposium is November 20-22, 2024. The Early Bird Discount ends at the end of September, so get your tickets now to take advantage of that discount!

Takeaways:

  1. The Symposium kicks off at 2pm on Wednesday but there are a lot of pre-Symposium events starting at 8am that day, so come early!
  2. There are topics around coaching, building your business, public policy and advocating, new research presentations, and more.
  3. You receive recordings of the over 60 breakout sessions so you can review the ones you went to or watch the ones you missed. (16:56)
  4. Sessions range from discussions around caretaking to blockchain tech, student loan updates to sessions on working with high-income clients.

Other resources mentioned in the episode:

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: