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Journal in the Round: Navigating Planners and Their Clients Towards Resiliency During the Coronacrash

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When clients act on unaddressed fear during a bear market, it can lead to poor decisions and damaging effects on their future. Join the June 2020 Journal of Financial Planning contributor Dan Moisand, CFP®, and Devin Velnoskey as they expand on Moisand’s article where he explains ways in which practicing financial planning can hinder its value, and how to address these challenges while helping build planners’ and their clients’ resiliency. They’ll also delve into the findings from FPA’s annual Trends in Investing Survey, discussing portfolio analysis in a time of crisis. This online, interactive roundtable conversation will be moderated by volunteer FPA moderator Ray Benton, CFP®.

  • 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
  • Develop how a planner can develop a relationship of honesty and trust in client interaction
  • Recommend an asset allocation strategy consistent with a client’s risk tolerance

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.

Devon Velnosky

Senior Portfolio Strategist, Janus Henderson Investors

Devin P. Velnoskey is a Senior Portfolio Strategist with Janus Henderson Investors. He is a member of the Portfolio Construction and Strategy Team focused on delivering actionable investment strategy and thought leadership to help clients in all aspects of the investment management process. Previously, Mr. Velnoskey was a senior member of the internal sales team within the intermediary distribution channel at Janus. Prior to joining Janus, he worked at Morgan Stanley, where he covered listed derivatives markets for the company’s asset management and hedge fund clients.

Mr. Velnoskey received a bachelor of arts degree in economics from Fordham University and an MBA with concentrations in finance and accounting from Regis University. He holds FINRA Series 7 and 63 securities licenses and has 10 years of financial industry experience.

Raymond Benton, CFP®, CRPC, EA

Benton & Company

A. Raymond Benton is a CERTIFIED FINANCIAL PLANNER professional and member of FPA, serving clients at Benton & Company in Denver, Colo. and the surrounding communities.

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Journal in the Round: Navigating Planners and Their Clients Towards Resiliency During the Coronacrash
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available