Planner to Planner: Reflecting on the Covid-19 Disruption: What Have We Experienced? Learned?
An open peer to peer conversation about what this disruption has offered us: positives, challenges, and what it means for the future in our lives, practices, clients, profession and communities.
- Critical reflection on our experiences of the Covid-19 disruption to help us learn, make adjustments and move forward in the face of uncertainty
- Develop a plan for becoming resilient and responding to the potential shifts in our profession and in our lives
- Gain perspective from our peers on best practices, challenges and opportunities
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."