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August FPA DEI Learning Series: A Portfolio Isn't the Only Thing Advisors Should Be Looking to Diversify

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For our Retirement Risk Readiness Study we surveyed a nationally representative sample of U.S. individuals over the age of 25 with household incomes over $50,000 (singles) and over $75,000 (married or partnered) OR those with investable assets over $150,000, comprised of almost equal amounts of men and women over three different demographics of the BIPOC community, with the goal of understanding their concerns and approaches to retirement and seeking financial advice from a professional.

1. General principles of effective communication 2. Behavioral finance 3. Client planner attitudes, values, and biases

Travis Walker

Allianz Life Insurance Company of North America

With more than 15 years at Allianz Life, Walker has broad experience in how the financial services industry can address the needs of diverse groups.Experience: 15 years with Allianz Life in a range of roles – from suitability, operations, and internal sales to managing external partnerships. Chair of B.E.L.O.N.G., an employee resource group for Black and African American people at Allianz Life. Board member of G.R.A.C.E., the global race and ethnicity group for all Allianz entities worldwide.Education, certifications, and memberships: FINRA 6 and 63 securities registrations, Minnesota Life and Health, Board member of GRACE

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August FPA DEI Learning Series: A Portfolio Isn't the Only Thing Advisors Should Be Looking to Diversify
Open to view video.
Open to view video.
Course Evaluation
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available