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  • Rebroadcast - CFP Board's Code of Ethics: Elevating the Profession

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/19/2020 at 12:00 PM (MST)

    This live rebroadcast satisfies the CFP Board Ethics CE requirement.

    This live rebroadcast satisfies the CFP Board Ethics CE requirement. It has been designed to educate CFP professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

    • Apply the Practice Standards when providing financial planning
    • Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP professionals
    • Recognize situations when specific information must be provided to a client
    • Act in accordance with CFP Board's fiduciary duty
    • Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest

    Darin Shebesta, CFP®, AIF®

    Wealth Advisor, Jackson/Roskelley Wealth Advisors, Inc.

    Darin Shebesta, CFP®, AIF® is a Wealth Advisor with Jackson/Roskelley Wealth Advisors, Inc.  Darin graduated with a bachelor's degree in finance from the W. P. Carey School of Business and Barrett Honors College at Arizona State University. He has also been featured or quoted in several publications including InvestmentNews, Forbes, CNBC, The Huffington Post, MarketWatch, Financial Planning, OnWallStreet, The Arizona Republic, American Funds, among others.

    Some of Darin's community involvement activities include past president, FPA of Greater Phoenix, 2015; member, FPA Annual Conference Task Force.  Darin has also been facilitating the CFP Ethics CE webinars for the FPA since 2018.

  • Vanguard's ESG ETFs: Helping Clients Make an Impact

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/17/2020 at 12:00 PM (MST)

    The year 2020 has made us more aware of the impact our choices have on others and the world at large, and has helped drive a new wave of investors in ESG as an investment category.

    The year 2020 has made us more aware of the impact our choices have on others and the world at large, and has helped drive a new wave of investors in ESG as an investment category. Environmental, social, and governance—or ESG—refers to socially responsible factors that investors use to evaluate investments based on the issues that matter most to them. Investors tend to initially apply ESG screening to their equity allocation. But ESG applies to fixed income as much as equity. Experts at Vanguard will share how Vanguard thinks it can help advisers plan for a total ESG portfolio. Join Vanguard’s investment strategist Doug Grim, and head of ETF product management Rich Powers as they dive into the world of ESG investing and introduce Vanguard’s newest ESG product, Vanguard ESG U.S. Corporate Bond ETF, to the lineup. 

    • Define ESG investing
    • Outline the four-step process for prudent ESG decision-making and screening process for ESG funds
    • Explain ESG’s role in clients’ portfolios and how to guide investors who are considering ESG funds
    • Illustrate the ESG fund approach, and how clients can examine and compare different ESG funds, including Vanguard’s ESG product lineup

    Richard Powers

    Fund and ETF Product Management Category Head Planning and Development, Vanguard

    Richard F. Powers is the head of ETF Product Management at Vanguard. His team is responsible for meeting with clients and prospects to discuss Vanguard’s ETF® lineup, conducting surveillance of competitor products, publishing on noteworthy developments in the ETF marketplace and Vanguard lineup, and enhancing Vanguard’s ETF lineup via changes to existing products or launching new products. He joined the firm in 1999, and before his current role, Powers was a senior member of the oversight and manager search team, which is responsible for identifying sub-advisory partners for Vanguard’s active fund lineup and monitoring the firm, people, process, portfolio, and performance of all existing Vanguard funds on behalf of Vanguard’s Global Investment Committee and board of directors.

    Douglas Grim, CFA

    Senior Investment Strategist Investment Management Group, Vanguard

    Doug Grim, CFA, is a senior investment strategist in Vanguard nvestment Strategy Group, where he leads the team that conducts research and provides thought leadership on environmental, social, and governance (ESG) issues in investing and factor-based portfolio construction. Previously, Grim was a senior investment consultant in Vanguard Institutional Advisory Services®. In that position, he provided asset allocation and portfolio construction recommendations, investment policy consulting, and capital markets research to institutional clients. He also served as team leader responsible for assisting other consultants with all asset allocation and asset/liability modeling studies conducted for clients. Grim is a member of the Advisory Board of The Journal of Impact and ESG Investing. He earned a B.S. from the University of North Carolina at Wilmington. He is a CFA® charter holder and a member of the CFA Institute and the CFA Society of Philadelphia.

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  • From Dire to Bleak: The Outlook for Bonds in the Wake of COVID-19

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/09/2020 at 12:00 PM (MST)

    In this webinar, Marc Odo, CFA®, FRM, CAIA, CIPM, CFP® will revisit the trends and concerns raised a year ago in his Bleak Future of Bonds (white paper) and explore how they have been exacerbated by the COVID-19 pandemic.

    In this webinar, Marc Odo, CFA®, FRM, CAIA, CIPM, CFP® will revisit the trends and concerns raised a year ago in his Bleak Future of Bonds (white paper) and explore how they have been exacerbated by the COVID-19 pandemic. He will outline the dangerous impact of the stimulus on bond markets, how the fiscal outlook is making it worse, and most importantly how this threatens the roles bonds have played in portfolios and financial plans historically. Marc will conclude with practical insights for financial planners to address portfolio allocation and planning challenges going forward. 

    • Participants will learn about the various risks in bonds, and examine impacts on bond risk after the COVID-19 pandemic, government response, and then learn about headwinds for fixed income categories going forward
    • Participants will learn about options-based strategies, a growing and diverse category, and specifically learn due diligence considerations regarding the drivers of risk and return for various options-based strategies
    • Participants will learn about the use of options to create portfolio or position hedging, specifically hedged equity, for investment risk management purposes

    Marc Odo, CFA®, FRM, CAIA, CIPM, CFP®

    Client Portfolio Manager, Swan Global Investments

    Marc Odo, CFA®, FRM, CAIA, CIPM, CFP®, as Client Portfolio Manager, is responsible for helping advisors gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content. Prior to Swan, Odo was Director of Research for 11 years at Zephyr Associates, developing next generation risk analytics. Before that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and an investment analytics team member at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. 

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  • Your Most Pressing Client Insurance Questions, Answered: Healthcare, LTD, LTC, Medicare and More

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/04/2020 at 12:00 PM (MST)

    ​Join FPA’s leading insurance partners for a live update on the insurance marketplace for all types of personal and group insurance options, including but not limited to: Healthcare, Long Term Disability, Long Term Care, Medicare, and more.

    Join FPA’s leading insurance partners for a live update on the insurance marketplace for all types of personal and group insurance options, including but not limited to: Healthcare, Long Term Disability, Long Term Care, Medicare, and more. Stay fresh on legislative reform, administration policies, potential adjustments from the elections, and prepare for your client’s questions. As families gather for the holidays and see relatives (some for the first time in a long time), we know you will receive questions about Medicare, Long Term Care, and solutions that suite each client’s individual situation. We’re here to help you prepare. 

    • Articulate ACA-compliant healthcare options including resources, deadlines and key considerations for clients
    • Lead clients through a variety of Long Term Care considerations and solutions within a financial plan end-of-year review meeting
    • Assist clients with retirement healthcare planning strategies and solutions including Medicare 

    John E. Ryan, CFP®

    Owner, Ryan Insurance Strategy Consultants

    An independent insurance broker since 1978, John Ryan is a Certified Financial Planner®, NAPFA Resource Partner, Financial Planning Association (FPA) member, FPA Strategic Partner and the owner of the Colorado-based insurance firm of Ryan Insurance Strategy Consultants (RISC). John focuses primarily on life, disability, and long-term care insurance planning. John consults with financial advisors, attorney's, CPA's and their clients in addition to managing his private insurance practice in Colorado. Ryan Insurance Strategy Consultants also oversees the administration of the NAPFA and FPA Member Benefit Insurance Programs that include; Group Short and Long Term Disability and Group Term Life Insurance products. 

    Chad Eyrich, CLTC

    VP, Long Term Care and Linked Benefit Sales, Ash Brokerage

    As VP of Long-Term Care and Linked Benefit Sales, Chad Eyrich is like an LTC maestro. He not only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He travels through the United States to present educational seminars on care planning, funding options and alternatives to traditional LTC insurance.
    Prior to Ash Brokerage, Chad was a financial advisor, managing assets for holistic plans. In addition to his Certified in Long-Term Care (CLTC) designation, he has his life and health, and property and casualty insurance licenses.

    Barry Streit, CLU, ChFC®

    Senior Vice President, Medicare Sales, UnitedHealthCare Medicare Solutions

    BARRY STREIT is the Senior Vice President of Sales and Distribution for UnitedHealthcare’s Medicare business.  The organization Barry leads is responsible for Direct-To-Consumer Sales, Field Sales Support, Business Development, and Retention.

    Barry has worked in different industries, including life insurance, financial services, banking, and Medicare.   Prior to joining UHC, Barry held leadership positions with Charles Schwab & Co;  BMO Harris Bank; and TD Ameritrade.  

    Barry received a bachelor’s degree from the University of Florida and an MBA from the University of Notre Dame.  He holds the CLU and ChFC designations from the American College.

    Barry lives in Edina, MN.

    Torre Nigro

    A lifelong Kansas City resident and civic leader, Torre earned a bachelor’s in business management from Rockhurst University and is a graduate of the Rockhurst Executive Fellowship Program, where he received a master’s in business. 

    Salvatore (Torre) Nigro is president of Broker Source, a general insurance agency serving the greater Kansas City area. Joining the company in 2013, Torre brought over 30 years of industry experience from Blue Cross Blue Shield of Kansas City, where he grew in his career from marketing representative to senior-level executive. Torre’s vast industry knowledge and experience has been pivotal in leading Broker Source agents and individuals through the challenges of health care reform.

    Torre’s leadership extends both to his professional and personal life. In 2011, he was selected to head Cobalt Ventures, a wholly owned subsidiary of Blue Cross Blue Shield of Kansas City. As president and CEO he oversaw six companies with over $55 million in revenues.

    Torre has served on many community boards, including the Rotary Club of Kansas City, Kansas City Crime Commission Board, the Sisters of St. Joseph Carondelet Development Board (national and local), the Kansas City Chamber of Commerce, and the Centurion Leadership Development Program.

    Most recently, Torre served as chair, and board member, of The Don Bosco Centers, a charitable community organization that provides free English classes to adult immigrants and refugees, as well as quality-of-life assistance to area seniors with disabilities.

    His alma matter, Rockhurst University, also remains dear to his heart. Torre has served on the Rockhurst University Leadership Council, as past members of the Board of Regents, as chair of Regular Investors, and on the Alumni Board.

    Clay Kretsinger

    Manager, Association Group Benefits, Ryan Insurance Strategy Consultants

    Clay is the Manager of the group division of Ryan Insurance Strategy Consultants. He oversees the administration and sales of group plans for associations and employer groups. Clay specializes in developing benefit programs for all client groups. Clay started in 1979 working in claims at Mutual Benefit Life. While in claims, Clay saw the great need for disability insurance to help and affect those in the workforce. In 1995, Clay took his knowledge and moved into sales. He sold for Fortis Benefits in San Francisco, Austin, and Denver, both as a sales representative and manager. He won numerous sales and product awards during his time in the field. He moved to Standard Insurance in 2001 as manager of the Denver office. Clay’s 41 years of experience allows him to fit benefits packages to meet the needs of any type of client; including finding cost savings and increasing benefits. From the Kansas City, Missouri office, Clay works with both public and private sector employers and associations creating long-term relationships. Ryan Insurance Strategy Consultants has been providing Group insurance services and advice since 1995.

  • Philanthropic Solutions in Financial Planning

    Contains 6 Product(s)

    The American Heart Association and the Financial Planning Association® (FPA®) have joined together to deliver a learning series: Philanthropic Solutions in Financial Planning, an FPA & AHA Certificate Program, to support financial planners and their work in advising clients on philanthropic giving.

    The American Heart Association and the Financial Planning Association® (FPA®) have joined together to deliver a learning series: Philanthropic Solutions in Financial Planning, an FPA & AHA Certificate Program, to support financial planners and their work in advising clients on philanthropic giving. 

    The educational curriculum has been customized for FPA members and presents topics on facilitating meaningful philanthropic conversations with clients using trusts and beneficiary designations that work to meet client objectives, and strategies to effectively guide your clients to develop a family philanthropy strategy. Additional course topics include an in-depth look at Charitable Remainder Unitrusts, private foundations, Donor Advised Funds, endowments and Charitable Lead Trusts. This series will address discussions around the tangible and intangible benefits of solutions in families and the role of family philanthropy in effective wealth and business succession. The six-part certificate learning series will begin on September 30, 2020. 

    • Course 1: The Benefits of Philanthropy and Ways to Engage Clients in Philanthropic Discussions
    • Course 2: Charitable Legacies through Bequests and Beneficiary Designations
    • Course 3: Deferred Gifts That Bring Great Comfort Today: Gift Annuities and Retained Life Estates
    • Course 4: Problem-Solving Applications of Charitable Remainder Trust
    • Course 5: Donor-Friendly Alternatives to the Private Foundation: Donor Advised Funds, Endowments and Charitable Lead Trusts
    • Course 6: Balancing Charitable and Family Legacies
  • Giving Back with Pro Bono Financial Planning

    Product not yet rated Contains 3 Component(s)

    The Foundation for Financial Planning is the nation’s only charitable organization solely devoted to supporting the delivery of pro bono financial planning to at-risk populations.

    The Foundation for Financial Planning is the nation’s only charitable organization solely devoted to supporting the delivery of pro bono financial planning to at-risk populations. Amid COVID-19’s financial fallout, pro bono work is more important than ever. In this session, you will learn how you and your chapter can leverage FFP’s latest resources to get started or to enhance your ongoing pro bono engagements to help families in need. The session will spotlight a demo of FFP’s new volunteer matching platform – ProBonoPlannerMatch.org – as well as a first-hand story from a pro bono planner and client.

    Jon Dauphine, JD

    CEO, Foundation for Financial Planning

    Jon Dauphiné was named CEO of the Foundation for Financial Planning (FFP) in 2016, and since then has led FFP’s efforts to grow programs linking volunteer financial planners to people in need, providing them with free, quality advice. Before FFP, Jon served 15 years at AARP, eight as its SVP of consumer programs and four before that as its SVP of Economic Security Strategy. An attorney, Jon has held roles in major DC law and public affairs firms. He graduated cum laude from Harvard Law School and Vassar College.

  • Academic Research Presentations (JFP/AFS), Part 2

    Product not yet rated Contains 4 Component(s), Includes Credits

    Are Financial Apps and Websites Effective in Helping Individuals with their Financial Goals? Implications for Financial Planners

    Are Financial Apps and Websites Effective in Helping Individuals with their Financial Goals? Implications for Financial Planners; Author: Blaine Pearson, PhD, CFP® The Connection Between Personality, Well-Being and Risk Aversion; Author: Taufiq Hasan Quadria, PhD Understanding the Potential of Tele-Financial Planning: Lessons from a Systematic Literature Review of Tele-Mental Health; Author: Brian Walsh, CFP®

    • Understand the relationship between financial technology and its effectiveness in helping clients reach their financial goals
    • Identify best practices from tele-mental health research that might be relevant to financial planners
    • Analyze a client’s degree of risk and loss aversion and insure recommendations are consistent with a client’s risk propensity, attitudes, capacity, knowledge, and needs

    Blain Pearson, PhD, CFP®

    Instructor - Department of Personal Financial Planning, Kansas State University

    Blain Pearson, Ph.D., CFP®, is a faculty member in the Department of Personal Financial Planning at Kansas State University, where he teaches courses in Behavioral Finance, Financial Counseling and Communication, and Capstone in Personal Financial Planning. Blain’s primary research interests include the normative analysis of household financial decisions, demographic variations in financial behavior, and retiree well-being. Blain earned his BBA and MBA from Campbell University, his Ph.D. from Texas Tech University, is a CERTIFIED FINANCIAL PLANNER™, and has multiple years of industry experience. 

    Taufiq Hasan Quadria

    Instructor and PhD Student, Texas Tech University

    Taufiq is an instructor and Ph.D. student in the personal finance program at Texas Tech University. 

    Brian Walsh, CFP®

    Sr. Manager of Financial Planning, SoFi

    Brian Walsh, CFP®, leads financial planning at SoFi. His advice has been quoted in dozens of media outlets such as CNBC, Fortune, Money, and Yahoo Finance. He is currently enrolled in Kansas State University’s personal financial planning Ph.D. program and was previously the director of financial planning solutions at TIAA.

  • Academic Research Presentations (JFP/AFS), Part 3

    Product not yet rated Contains 4 Component(s), Includes Credits

    Financial Advice, Investment Knowledge, and Portfolio Diversification

    Financial Advice, Investment Knowledge, and Portfolio Diversification; Author: Tiffany Murray, MS, AFC® The Role of Disappointment Aversion and Expectation Proclivity in Describing Financial Risk Aversion; Author: John Grable, PhD, CFP® Retirement Reassured: Managing Client Risks in Retirement with Guaranteed Living Withdrawal Benefits; Author: R. Scott Strait, PhD

    • Distinguish between objective and subjective investment knowledge and recognize the role of overconfidence
    • Describe disappointment aversion and the establishment of expectations are associated with financial risk taking
    • Calculate the percentage of a client's portfolio to allocate to a lifetime income solution using the "Retirement Reassured" method for optimal results

    Tiffany Murray, PhD

    Program Director, Red to Black® Peer Financial Coaching

    Tiffany Murray, MS, AFC® is currently working towards a Ph.D. in Personal Financial Planning at Texas Tech University where her research focus is collegiate financial wellness. She serves as the program director of Red to Black® Peer Financial Coaching, an ambassador for the TTU PFP department, and a student liaison to the alumni advisory board. Originally from Auburn, Alabama, Murray received both her bachelor and master's degrees from The University of Alabama. Prior to moving to Texas, she worked in California at Countrywide Financial Corporation for three years and then spent nine years at Western Asset Management Company.

    John E. Grable, PhD, CFP®

    Athletic Association Endowed Professor, University of Georgia

    John E. Grable, Ph.D., CFP® holds an Athletic Association Endowed Professorship at the University of Georgia. Dr. Grable served as the founding editor for the Journal of Personal Finance and the founding co-editor of the Journal of Financial Therapy. His research interests include financial risk-tolerance assessment, evidence-based financial planning, and behavioral financial planning. He is Director of the Financial Planning Performance Laboratory and a co-editor of Financial Planning Review. 

    R. Scott Strait, OhD

    Chief Technology Officer/Co-Founder, RetireOne

    R. Scott Strait received his Ph.D. in Engineering-Economic Systems from Stanford University in 1988. In 2011 he co-founded and currently serves as Chief Technology Officer for RetireOne®—the leading independent platform for fee-based insurance solutions. He has an extensive record of IT leadership and strategic technology transformation within financial services, most recently at Charles Schwab & Co. At Schwab, Scott was CTO, divisional CIO for the Schwab Institutional business serving independent financial advisors, and divisional CIO for the Schwab Investor Services business. Prior to Schwab, Scott was with Lawrence Livermore National Laboratory and Arthur Andersen, where he was a CPA.

  • Academic Research Presentations (JFP/AFS), Part 1

    Product not yet rated Contains 4 Component(s), Includes Credits

    Facilitating Virtual Client Meetings for Money Conversations: Skills, Strategies, and Outcomes.

    Facilitating Virtual Client Meetings for Money Conversations: Skills, Strategies, and Outcomes; Author: Blake Gray Foreign Revenue Exposure: A New World of Diversification; Author: David Blanchett, PhD, CLU, ChFC®, CFP®, CFA® Goal Proximity and Risk Aversion; Author: Michael Finke, CFP®

    • Understand how goal-based risk preferences deviate from conventional economic theory
    • Recognize how to build goal-based portfolio strategies that align with investor preferences
    • Understand how domicile and foreign revenue metrics differ for mutual funds today

    David Blanchett, Phd, CLU, ChFC®, CFP®, CFA®

    Head of Retirement Research, Morningstar Investment Management, LLC

    David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. He has published over 100 papers in a variety of industry and academic journals that have received a number of awards. He is currently an Expert Panelist for the Wall Street Journal, an Adjunct professor of Wealth Management at The American College, and a member of the ERISA Advisory Council.

    Dan Moisand, CFP®

    Principal, Moisand Fitzgerald Tomayo, LLC

    Dan Moisand, CFP(R) believes that to be a true profession, we must expand the body of knowledge and encourage practitioners to be more evidence-based. He is currently serving FPA as the Practitioner Editor of the Journal of Financial Planning. In addition, he is a past national President of FPA. In 2019, he was highlighted as one of the “twenty most influential men and women” in an issue of InvestmentNews that focused on the 50th anniversary of the start of the financial planning profession. A frequent presenter at conferences and events, Dan has spoken to planner groups on six continents.

    Blake Grey

    PhD Student, Texas Tech University

    He's currently working as a research assistant and studying under Dr. Sarah Asebedo of Texas Tech University. Gray is a CFP certificant and has an MBA in Financial Planning from California Lutheran University. His main research interests are the role of psychology in financial planning and planning for special needs families.

    Michael Finke, CFP®

    Professor, The American College of Financial Services

    Michael Finke, Ph.D., CFP®, is a Professor and Frank M. Engle Chair of Economic Security Research at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He was named to the 2013, 2014, and 2020 Investment Advisor IA25 list and the 2012 Investment News Power 20, and received the Montgomery Warschauer best paper award from the Journal of Financial Planning in 2013 and 2014.

  • 3 Planners - 15 Questions - 15 minutes

    Product not yet rated Contains 3 Component(s)

    Get to know planners and career paths in a fun and engaging way! Join host Stephanie Trexler, CFP® as she interviews Erica James, CPA, Luis Rosa, CFP®, EA and Hannah Moore, CFP®.

    Get to know planners and career paths in a fun and engaging way! Join host Stephanie Trexler, CFP® as she interviews Erica James, CPA, Luis Rosa, CFP®, EA and Hannah Moore, CFP®.

    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.

    Erica James, CPA

    Erica provides financial planning and investment analysis, research, and support to clients and client service teams. She also supports the tax department by preparing income tax returns. She joined the firm in 2018 and has over 10 years of experience in accounting.

    Erica is a Certified Public Accountant (CPA) and has passed the comprehensive exam portion of the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. She earned a BSBA degree in Accounting from Washington University in St. Louis and a Certificate in Financial Planning from Georgetown University. Erica is a member of the Financial Planning Association (FPA) and the National Association of Black Accountants. She is fluent in Spanish.

    In her free time, Erica enjoys playing and watching tennis, crafting, traveling, and cooking. She grew up in Colorado and has a love for the mountains.

    Luis Rosa, CFP®, EA

    Luis F. Rosa, CFP® EA came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch. From participating as an FPA NexGen Ambassador, to speaking at the CFP Board’s Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.