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Journal in the Round: What Does the Financial Planning Future Hold?

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According to futurist and super trend expert Dennis Stearns, CFP®, ChFC®, the future trends of the profession revolve around planners’ human and technology skills, business growth models for planners, and career paths and training for younger planners. Join December 2019 Journal of Financial Planning contributors Dennis Stearns and Carly Schulaka as they dive deeper into their conversation featured in the issue, sharing their observations and predictions about the financial planning future during the next five to 10 years. This thought-provoking, online, interactive roundtable is led by FPA moderator and host Bill Harris, RMA®, CFP®.

Dennis Stearns, CFP®, ChFC

Founder, Stearns Financial Group

Dennis Stearns is a financial planning practitioner and president of Stearns Financial Group, a fee-only financial planning, investment management and business consulting firm with offices in Chapel Hill and Greensboro, NC. He is considered one of the leading experts on “Super Trends” and how globalization, technology accelerators, and demographics along with other major trends are having an extreme impact on our economy, political contests, investment markets, careers and lives. 

Carly Schulaka

Editor of Journal of Financial Planning, Financial Planning Association

Bill Harris, CFP®, RMA

Co-Founder, WH Cornerstone Investments

Bill’s experience in the financial sector began over 25 years ago. In his former roles, Bill worked for State Street Global Advisors and in the custodial field for State Street Bank with numerous mutual fund companies, fund managers and investment advisors as an account manager in domestic and international operations. Bill lectures frequently on financial planning topics, has a syndicated monthly newspaper column in various Wicked Local papers called: INVESTORS, PLANS AND MONEY and has been a columnist for the Journal of Financial Planning. Bill is often tapped by the media and has appeared in several books for his thoughts on financial topics ranging from portfolio diversification to real estate.

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What Does the Financial Planning Future Hold?
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0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available