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  • Live Town Hall with Ric Edelman

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/27/2021 at 11:00 AM (MDT)

    ​Join Ric Edelman, founder of the nation’s largest RIA, for a live Digital Assets Town Hall on Thursday, May 27, 1-2pm ET.

    Join Ric Edelman, founder of the nation’s largest RIA, for a live Digital Assets Town Hall on Thursday, May 27, 1-2pm ET.   

    Ric will answer your questions and tell you:
    • How you can use digital assets to gain more clients and AUM
    • His low-risk approach to incorporating digital assets to client portfolios 
    • The investment opportunities available to you and your clients
    • How to answer client questions about this new asset class

    Ric Edelman

    Founder

    RIA Digital Assets Council

    All three leading trade publications – Investment Advisor, RIABiz and InvestmentNews – have named Ric Edelman one of the most influential people in the financial planning and investment management profession.
    Ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and among the Top 10 Wealth Advisors by Forbes, he’s in both Research magazine’s Financial Advisor Hall of Fame and Barron’s Hall of Fame. In 2017, Ric received the IARFC’s Lifetime Achievement Award.

    Ric is the founder of the nation’s largest independent RIA, with 350 advisors in 170 offices nationwide, managing $230 billion for 1.2 million individuals and households. The firm is also the nation’s largest independent provider of advice to 401(k) plans, serving thousands of companies, including 150 of the Fortune 500. The firm is also ranked #1 for quality by Consumer Reports. He is the firm’s largest individual shareholder, serves on its board and remains actively engaged in the firm’s investment management and financial planning strategies.
    Widely known in the financial services industry for his thought leadership, Ric founded the Funding Our Future Coalition with the Bipartisan Policy Center. With more than 50 academic, non-profit, corporate and think-tank members, it’s now the largest coalition ever formed that focuses on attaining financial security for all Americans. Ric was behind the creation of the first exponential technologies ETF and has been awarded two patents inventing a product that allows newborns to save for retirement.

    Ric is also a leading financial educator and champion of improving financial literacy for all Americans. TALKERS magazine named him among the 100 Most Important Radio Talk Show Hosts in the country; his show has been on the air for nearly 30 years, currently airing on 80 stations coast-to-coast, and Ric is the only licensed financial advisor and one of just two weekend-only hosts on TALKERS’ “Heavy Hundred” ranking.

    Ric has also produced award-winning specials for Public Television, and he’s a #1 New York Times bestselling author of 10 books on personal finance, including a best-selling children’s book on money.

    Ric taught personal finance for 9 years at Georgetown University and currently is Distinguished Lecturer at his alma mater, Rowan University, which awarded Ric an Honorary Doctorate in 1999. In 2020, Rowan named its communications school the Ric Edelman College of Communication & Creative Arts.

    Ric and his wife Jean live in Northern Virginia. They serve on a variety of nonprofit boards and are benefactors of the Edelman Center for Nursing at Inova Hospital Foundation, the Edelman Indoor Arena at Northern Virginia Therapeutic Riding Program, and Rowan University’s Edelman Planetarium and Edelman Fossil Park.

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  • The Role for Dynamic Income Benefit(SM) in a Retirement Income Plan

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/19/2021 at 12:00 PM (MDT)

    Aging Americans are experiencing significant uncertainty as they approach or enter retirement. Today’s financial professionals face complicated challenges in best serving their clients.

    Aging Americans are experiencing significant uncertainty as they approach or enter retirement. Today’s financial professionals face complicated challenges in best serving their clients. 

    Gain insight into the current environment and retirement risks facing clients today. Participants will gain valuable insight into:
    -The 4% Rule
    - 2 schools of thought for retirement
    -Risk Pooling vs. Risk Premium
    -Product Allocation with Investments & Insurance

    • Identify opportunities and challenges related to a client’s cash inflows and outflows and make recommendations to assist the client in meeting their current needs and long-term financial goals
    • Communicate the need for liquid assets and emergency funds and recommend strategies for accumulating the appropriate levels of funds
    • Calculate savings required to meet financial goals and recommend how to incorporate planned savings into the cash flow plan

    Wade D. Pfau, PhD, CFA

    Professor, The American College of Financial Services

    Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He hosts the Retirement Researcher website, and his most recent book is Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement.

    Dylan Tyson

    President

    Prudential Annuities

    Dylan Tyson is president of Prudential Annuities,  a business unit of Prudential Financial, Inc. (NYSE: PRU). He leads the manufacturing and distribution of individual variable and fixed annuity solutions, leveraging the capabilities of Prudential’s Individual Solutions Group to help achieve differentiated financial wellness outcomes across the enterprise.

    Tyson joined Prudential in 1995 and has held advancing leadership roles. Most recently he served as president and CEO of Prudential of Taiwan, leading efforts to distinguish Prudential as the most trusted and admired life insurance company in Taiwan, while helping customers achieve financial security and peace of mind. Prior, he served as executive vice president and chief strategy officer for Prudential Life Insurance of Korea. 

    Tyson also held leadership roles with Prudential Retirement, including senior vice president and head of Pension Risk Transfer, during which he led the breakthrough General Motors pension risk transfer transaction, among others. He developed broad experience in defined benefit and institutional investment products, serving at various times as head of payout Annuities, Investment Only Stable Value, Business Development for Institutional Investment Products, and Structured Settlements. 

    Tyson received his bachelor’s degree with high honors from Stanford University, and an MBA from the Anderson School at UCLA. Dylan is a CFA® Charterholder.

    Michael Visconti, CFP®

    Regional Vice President

    Prudential Annuities

    Michael Visconti is a regional vice president for the advisor channel at Prudential Annuities. He covers Fairfield County in Connecticut, Westchester County, Hudson Valley, Greater NYC and Long Island territories. 

    Mike has been with Prudential Annuities since 1997.  Prior to becoming a wholesaler, Mike worked as an internal wholesaler, a regional sales manager and most recently as director of internal sales. During his time at Prudential Annuities, Mike has consistently been recognized for exceptional performance and in 2015 and 2017, he received the Wholesaler of the Year award.

    Mike holds FINRA Series 7, 26, 66, and Life & Health licenses. He also obtained his Certified Financial Planner (CFP®) designation in 2013. He graduated with a bachelor’s degree in finance and risk management/insurance from the University of Connecticut and an MBA from Fairfield University. 

    He resides in Fairfield, Connecticut with his wife Heather and two sons Michael and Thomas. 

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  • Women & Finance Knowledge Circle: Housing Wealth - Another Source of Cash in Retirement

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/13/2021 at 12:00 PM (MDT)

    We all know that home is where the heart is.

    We all know that home is where the heart is.  But it's also a source of retirement capital, particularly for women who may be concerned about having sufficient funds in their later years.  Marjorie will join the Women & Finance Knowledge Circle community to speak about Reverse mortgages and the important role they can play in retirement.

    Marjorie Fox, JD, CFP®

    Founder and CEO

    FJY Financial, LLC

    Founder and CEO of FJY Financial, LLC, a financial planning and investment advisory firm in Northern Virginia, Marjorie Fox, JD, CFP® retired at the end of 2018 after more than 30 years in the financial planning profession.  FJY Financial is known for its white paper “Implementing Internships,” its merger in 2014 with LifePoint Financial Partners in Midland Texas, and for an internal succession plan that succeeded in passing Marjorie’s ownership interest in the firm to the next generation of owners.  The firm was named a “Best Place to Work” by the Washington Business Journal in 2013 and the winner of the Schwab Impact Pacesetter Award in 2015.

    Marjorie received the Lifetime Achievement Award from the National Capital Chapter of the FPA in 2015. She served on the Boards of Directors of the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation.  Marjorie was named one of the “Twenty Most Influential Women to Watch” by Investment News in 2015 and received NAPFA’s Robert J. Underwood Award for Distinguished Service in 2018. 

    Marjorie is a fourth generation Californian who earned a B.A. from Pomona College and a law degree from UCLA. She has lived in Virginia for the past 39 years.

    The book that Marjorie and longtime friend and professional colleague Eleanor Blayney have written for single women in their 60s and 70s (like Eleanor and Marjorie) will be published in August 2021. 

  • Charity Begins at Home: Family Philanthropic Conversations with Clients

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/11/2021 at 12:00 PM (MDT)

    ​Join us on May 11th for a panel discussion on Family Philanthropy. American Heart Association’s panel of experts will discuss why advisors should introduce family philanthropy to their clients, explore the design and implementation of philanthropic solutions and charitable tools to accomplish this goal as well as dynamic multigenerational meetings and conversations

    Join us on May 11th for a panel discussion on Family Philanthropy. American Heart Association’s panel of experts will discuss why advisors should introduce family philanthropy to their clients, explore the design and implementation of philanthropic solutions and charitable tools to accomplish this goal as well as dynamic multigenerational meetings and conversations. Presentation will conclude by addressing common pitfalls when counseling families to make for a smooth probate process! Bring your questions for our Q&A!

    • Demonstrate how to discuss, structure, and execute philanthropic conversations with clients and their families
    • Talk to their clients about the qualities associated with successful wealth transition and how these can be cultivated through family philanthropy
    • Effectively guide their clients on how to intentionally implement philanthropic vehicles not only to further social good but also to promote responsible wealth stewardship and family cohesion
    • Avoid common estate planning mistakes with clients and their families

    Lorraine del Prado, CSPG, CFRE, FCEP

    American Heart Association, Learning Consultant, Principal, del Prado Philanthropy and Vice President, Thompson & Associates

    Lorraine del Prado is principal of del Prado Philanthropy and Vice President of Thompson & Associates.  She specializes in values-based estate planning consulting and philanthropic planning and is a frequent speaker on topics related to philanthropy and purposeful estate plans.  She also assists nonprofits in elevating their relationship-building, fundraising and board development efforts.  She has consulted with nonprofits nationally and has led operations that raised hundreds of millions of dollars for various causes. 

    Prior to her consulting practice, her previous positions include serving as Vice President at Seattle Children’s Hospital Foundation, President at Children’s Hospital & Research Center Foundation at Oakland, a fundraiser at the University of California, Berkeley and Sr. Account Executive at New Boston Group.

    Lorraine has been in the field of charitable planning for more than 27 years and holds the designations of Certified Specialist in Planned Giving (CSPG), Fellow in Charitable Estate Planning (FCEP) and Certified Fundraising Executive (CFRE).  She earned a bachelor’s degree in Humanities, cum laude, from the University of the Philippines and a master’s degree in English Literature from Boston University.

    In terms of volunteer leadership, Lorraine is President of Leave 10, Board Member of the Seattle Philanthropic Advisors Network, Past Chair of the Grant Leadership Team of the Washington Women’s Foundation and Associate Dean for Planned Giving at the Association of Healthcare Philanthropy’s Madison Institute.  She is also a member of the Purposeful Planning Institute, the Washington Planned Giving Council and the Estate Planning Council of Seattle.  In 2017, she was honored by the Washington Planned Giving Council with the Frank Minton Professional Achievement Award.

    John Hayes

    Senior Vice President of Charitable Estate Planning

    American Heart Association

    John Hayes is senior vice president of Charitable Estate Planning for the American Heart Association — an organization passionately committed to its mission to be a relentless force for a world of longer, healthier lives.

    In his role, John leads the association’s nationwide efforts to obtain charitable contributions of non-cash assets and deferred charitable estate donations.  John’s specialties include gifts funded with cash, equities, life insurance, or property through vehicles such as bequests, charitable gift annuities, beneficiary designations and charitable trusts.

    John has championed the AHA’s mission for more than 16 years. Under his leadership, the AHA has:
    • Established the American Heart Association Professional Advisor Network, which includes more than 13,000 professionals: including attorneys, financial advisors and wealth managers.
    • Created the American Heart Association Donor Advised Fund Program, which provides mission-aligned investing for donors with the AHA Tobacco-Free investment program.
    • Expanded the types of non-cash assets accepted for charitable giving — providing our donors with more creative ways to give, including an innovative system that makes it easier for them to make real estate gifts.

    Andrew Fussner, Esq.

    Vice President, Estate Settlement

    American Heart Association

    Andrew Fussner currently serves as the national Vice President of Estate Settlement for the American Heart Association and oversees the administration of $75 to $100 million in bequest assets annually for the organization.  He is based in St. Petersburg, Florida.  Before assuming his current position, he served as the Vice President of Planned Giving for the AHA’s Florida Affiliate and as the AHA’s Director of Planned Giving for the west coast of Florida.  Prior to joining the AHA, Mr. Fussner was an attorney with the Tampa office of the national law firm of Foley & Lardner.  He specialized in estate planning, probate/trust administration and tax law.  He holds his law degree from the University of Florida where he was a member of the Florida Law Review.  He also obtained a B.S. in Accounting and a B.A. in Political Science from the University of Florida and has been named to UF’s Hall of Fame.  In his spare time, he is an avid runner, hiker, non-fiction reader and can often be found at “The Swamp” rooting for his beloved Florida Gators.

    Lauren Iwema, CAP®

    Senior Advisor, Charitable Estate Planning

    American Heart Association

    Lauren Iwema works with professional advisors throughout the Midwest to develop personalized solutions for their clients’ tax and charitable-planning needs. Genuinely focused on fulfilling client intent, she navigates the puzzle of gift vehicles and funding assets while proudly representing the lifesaving mission of the American Heart Association.

    Lauren received the Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services and her bachelor’s degree in Social Work from the University of Illinois–Champaign. She lives in suburban Chicago with her husband of thirty years and German Shepherd, Zen. Free time is spent working out, exploring the great outdoors and caring for Zen’s yard.

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  • African American Knowledge Circle: Working in Our Community: Beyond Pro Bono

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/06/2021 at 12:00 PM (MDT)

    ​Many financial planners come to the profession deeply connected to communities that have been ignored by "traditional" financial planning practices.

    Many financial planners come to the profession deeply connected to communities that have been ignored by "traditional" financial planning practices. During this conversation Saundra Davis, financial coach and educator, will talk about her journey as a career changer and how she "kicked down the door" to serve the Black community AND build a thriving business. Financial planning practitioners are poised to change the way disenfranchised communities view the profession.  We’ll discuss how they can certainly do well while doing good.

    Saundra Davis, MSFP, FFC®, FBS®

    Executive Director, Sage Financial Solutions

    Saundra Davis, MSFP, FFC®, FBS®is a US Navy veteran, financial coach, speaker, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset building for the working poor. She developed and facilitates the Financial Fitness Coach certification program to promote the highest standard for professional services for all people, irrespective of wealth and income. Her experience in the U.S. Navy and her twenty years serving community-based organizations led her to the reality that the best way to help people find a path out of poverty is to help them become their OWN financial expert.

    Ms. Davis is the founder and Executive Director of Sage Financial Solutions, a San Francisco Bay Area based organization that develops comprehensive financial capability programs for low- and moderate-income communities throughout the United States. She is a Financial Behavior Specialist and her philosophy of the financial continuum of care continues to shape the financial capability and coaching efforts around the country. Saundra has been an active proponent of building a more inclusive financial planning community and has served on the Financial Planning Association local and national pro bono and diversity committees.

    Saundra holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is currently a Distinguished Adjunct Professor in the Personal Financial Planning program.

  • Modernizing Estate Planning -- Trust & Will

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/05/2021 at 12:00 PM (MDT)

    Estate planning is a crucial part of a comprehensive financial plan. Trust & Will is solving why more than 60% of families don't have one.

    Estate planning is a crucial part of a comprehensive financial plan. Trust & Will is solving why more than 60% of families don't have one. We will cover the importance of having an estate plan, the options available, and how to engage your clients to get it done.

    Andres Mazabel

    Business Development Manager

    Trust & Will

    Andres Mazabel is the business development manager for Trust & Will. Andres spent more than 13 years with JPMorgan & Wells Fargo in Private Banking. After seeing how many families never create an Estate Plan, he joined Trust & Will to enable financial advisors to add more value through estate planning.

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  • Asian-American/Pacific Islander Knowledge Circle Kick Off Meeting

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 04/29/2021 at 1:00 PM (MDT)

    ​AAPI Knowledge Circle kick off meeting. An open discussion to learn about what is most important to the AAPI community, which will help inform future meetings

    AAPI Knowledge Circle kick off meeting.  An open discussion to learn about what is most important to the AAPI community, which will help inform future meetings.  We are looking forward to meeting and hearing from you!

    John Eing, CPA, CFP®

    Partner and Financial Advisor

    Abacus Wealth Partners

    John Eing is a partner and financial advisor at Abacus Wealth Partners.  As a financial advisor, John is passionate about helping his clients gain peace of mind by listening deeply to his clients, and creating sound financial strategies so that they can do what they love most.  He also serves on the firm’s mergers and acquisitions team and investment committee.  Prior to joining Abacus, John was a Controller in Wells Fargo’s Wholesale Banking group.  He holds an MBA from the Anderson School of Management at UCLA, a BA in Economics from UC Berkeley, is a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™. 

    In his free time, John and his wife, Andrea, enjoy spending time with their two children Nathan (8) and Mia (4).  In his free, free time John is an avid fan of the Los Angeles Lakers.

    Michelle Wong, FPQP® (she/her/hers)

    Founder, Management

    Nifty Advisor Support

    Michelle is the Founder of Nifty Advisor Support providing virtual paraplanning, client servicing, and marketing solutions for Registered Investment Advisors. Before starting Nifty, Michelle studied financial economics and led various non-profits, associations, and businesses to develop local and international digital campaigns, events, and growth strategies. Crowned the ultimate jill-of-all-trades, Michelle's expansive creative and technical background has served dozens of financial advisors and non-advisors over the past ten years. In her spare time, she mentors for Girls With Impact, spends way too much time fixing her twenty-year old hippie van, and is convinced that her dogs are too comfortable on Zoom calls.

  • Journal in the Round: The Planning Implications of the American Rescue Plan Act

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 04/28/2021 at 12:00 PM (MDT)

    Join Randy Gardner, , J.D., LLM, CPA, RLP®, CFP®, and Julie Welch, CPA/PFS, CFP®, AEP, who will offer our members a deep dive into the planning opportunities and tax changes that were included in the American Rescue Plan Act that was signed by President Biden in March.

    Join Randy Gardner, , J.D., LLM, CPA, RLP®, CFP®, and Julie Welch, CPA/PFS, CFP®, AEP, who will offer our members a deep dive into the planning opportunities and tax changes that were included in the American Rescue Plan Act that was signed by President Biden in March.

    Ana Trujillo

    Editor-in-Chief

    Financial Planning Association

    Ana Trujillo Limón is the editor-in-chief of FPA’s publications. She holds her bachelor’s degree in journalism and political science from the University of Miami and holds a certificate in diversity and inclusion from Cornell University. She is currently pursuing her MBA at the University of Colorado, Denver.

    Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP

    Founder, Goals Gap Planning, LLC

    Randy Gardner is the founder of Goals Gap Planning, LLC, a fee-only tax, estate, and holistic personal financial planning firm with offices in Laguna Beach, CA and Las Vegas, NV, a wealth strategist for the Garrett Planning Network, and an adjunct professor at the American College. Randy taught for 33 years as a professor of tax and estate planning and director of the financial planning program at the University of Missouri. Randy is a columnist for The Journal of Financial Planning and the co-author (with Julie Welch) of 101 Tax Saving Ideas.

    Julie Welch, CPA/PFS, CFP®, AEP

    Meara Welch Browne, P.C.

    Julie Welch, CPA/PFS, CFP®, AEP (Distinguished) is the managing share¬holder of Meara Welch Browne, P.C., an accounting firm in Leawood, Kan.

  • Investment Planning Knowledge Circle: Options - When to Use, and How to Benefit

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 04/27/2021 at 1:00 PM (MDT)

    Do you have a concentrated position in need of hedging? Not to worry, you have options!

    Do you have a concentrated position in need of hedging? Not to worry, you have options! 

    Over the last decade, equity markets have created wealth for many investors. Though far too often, investors are concentrated in a single stock. If the investor is neither willing nor able to liquidate the position, how do you determine whether the investor could benefit from an options hedging strategy? Are you ready to execute options strategies to offset the concentration risk?

    Also being discussed is selling puts in a way that mimics writing insurance for those looking for downside protection, particularly in stocks that they have interest in taking positions at a price lower than the current market price.

    • Concentration risk considerations
    • A framework for when to hedge 
    • Options as insurance – the protective put
    • Selling options as a way to generate income
    • Writing puts when the cost of protection is high
    • Using options market as a means to purchase stocks that currently trade above your “fair value”


      Brian Dress

      Director of Research, Left Brain Investment Research

      Brian has 15 years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation.

      Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette.  In his spare time, he enjoys spending time with family, working out, cooking, and traveling.

      Ryann Marotta, CFA, CFP

      Senior Portfolio Manager

      Austin Asset Management

      Ryann Marotta, CFA, CFP®, is a senior portfolio manager at Austin Asset Management, a boutique wealth management firm committed to authentic advice.  In her role, she develops relationships with clients to understand their unique situations and structures investment plans to support their needs.

    • "How We Do What We Do": Compensation Models

      Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 04/21/2021 at 12:00 PM (MDT)

      Find out what taking charge of your career looks like!

      Find out what taking charge of your career looks like! Part of the “How We Do What We Do” series, this session will showcase how planners from around the country actually do financial planning. Get a glimpse at what financial planning looks like in practice.

      Stephanie Trexler, CFP®

      I am a CERTIFIED FINANCIAL PLANNER™ practitioner and work with a team of advisors to help business owners, corporate executives, professionals and retirees make smart decisions about their money. We use a comprehensive approach to wealth management and combine personal financial planning with sound investment management to help clients achieve their goals.

      Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®

      President, COO

      MY Wealth Planners

      Daniel M. Yerger, MBA, CFP®, ChFC®, AIF®, CDFA® is the President of MY Wealth Planners®, a fee-only financial planning firm in Longmont, CO, and a Ph.D. in Personal Financial Planning student with Kansas State University, whose research focuses on financial planning fee models and efficacy for clients.

      Cody Garrett

      Cody Garrett is an alumnus of the University of Houston and Berklee College of Music, where he majored in music theory and contemporary piano performance. He then worked as a professional musician for 8 years before developing an interest in financial planning. He completed the CFP education program at Rice University and switched careers to work full time as a comprehensive financial planner in 2018. With tax efficiency as a core planning area, Cody plans to achieve the Enrolled Agent designation this year. 

      Cody's passion is to help families translate complex financial topics into simplified language and a measurable action plan. Outside of work, Cody writes educational articles on MeasureTwiceMoney.com to help DIY members of the financial independence community "keep finance personal" and avoid one-size-fits-all financial advice.