The August 2019 Financial Counseling Call with AFCPE and FPA will be held on Thursday, August 15th at 12 pm ET.
Guest speaker Brandy Baxter will be presenting, "Financial Self-Care: It's Not Just for Clients."
This presentation will explain what Financial Self-Care is and why we need to encourage our clients to practice it. It will also discuss why Financial Professionals may need to practice financial self-care more than their clients.
Learning Objectives:
• Learn what financial self-care is and why it’s important.
• Learn why it’s important to promote financial self -care to their clients
• Identify areas where to practice financial self-care.
• Identify practical ways to make financial self-care a priority.
Brandy is the Owner and Principal Coach at Living Abundantly where she coaches families to shift their mindset to bring future goals into present reality. Through these sessions, she encourages self-awareness for her clients to develop their own action plan, whereby they are empowered to take measurable steps toward reaching their personal and financial goals, such as homeownership, debt elimination, career advancement, and more.
Brandy is a dynamic and engaging speaker who often leaves audiences energized and motivated. As a Facilitator, she leads groups through various courses that challenge them to take ownership of their money, their mind, and their mission in life. When she is training a group, she knows how to take the technical and make it understandable.
Brandy is an Accredited Financial Counselor® and a Financial Fitness Coach ™, which means she has completed rigorous financial education training, testing, and practice. The professional Code of Ethics she adheres to creates a fiduciary responsibility to her clients which means she can be trusted to act in their best interest.
In addition to serving her community by providing financial education, Brandy is very involved in her local veteran and military community. She has been instrumental in building a network of women veterans and spouses who support and encourage each other. She currently provides personal financial counseling to Veterans in the Dallas/Fort Worth area through partnerships with local area non-profits.