We've all read the summaries of the CARES Act, but how are you communicating this information with your clients well? How do we as financial planners integrate this information into our clients financial plan?
- Identify best practices in having conversations with clients about the CARES Act
- Identify key issues most relevant to specific demographics
Elizabeth Jetton, CFP®, M.Ed.
Strategic Consultant, Financial Planning Association
Elizabeth Jetton is passionate about financial planning and has strived to be a thought leader in the financial planning profession for the past 26 years. She has been a CFP professional since 1991 and in the financial services industry since 1981. She retired from actively practicing after 25 years to shift from working in the business to working on the profession, through coaching, consulting and teaching in two online FP graduate programs. She's a frequent speaker, nationally and internationally, on topics focused on the Art and Science of Financial Planning; Serving Women Clients; 21st Century Planning and Applying Adult Learning Theory to the Practice of Financial Planning. One of the highlights of her life and career was being blessed to serve on the national FPA board from 2001-2005 and to be elected and to serve as president of the FPA in 2004. Her passions include coaching financial planners; facilitating firm retreats and conferences; helping women advisers find their authentic practice; bringing new theories to the knowledge and practice of financial planning and supporting the next generation of planners in a way that together, we are all "wiser together."