Learning Center

Planner to Planner: Tending Client and Staff Health and Emotional Well-being

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Clients and employees have experienced extremes of emotions and concerns during the course of living in the Coronavirus reality. What is our role in helping our teams and our clients through this, beyond tending the numbers and technical guidance? Join thought leaders for a peer-to-peer conversation.  Guy Cumbie will share his process of talking about health and the coronovirus as a part of risk management; Rick Kahler will share his work around psychology of money and money scripts within this current turbulence and Marty Kurtz will share how he engages his entire company in dialogue.

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." 

Rick Kahler, CFP®

Distinguished Adjunct Professor, Golden Gate University

Rick Kahler is a practicing financial planner, and a pioneer in integrating financial planning and psychology. This year InvestmentNews awarded Rick their annual Icons and Innovators Award for his innovative work in financial therapy. In 2018, Rick received the Insiders Forum annual Iconoclast Award, again for his groundbreaking work in financial therapy. He is also a founding board member and Past-Chair of the Financial Therapy Association.

However, his recognitions are not limited to financial therapy. BusinessWeek named him one of the top 15 most experienced financial planners in the nation and Investopedia called him one of the top 100 most influential financial advisors. He is a Distinguished Adjunct Professor at Golden Gate University, a past winner of the Financial Planning Association’s Financial Frontiers Awards, and a past chairman of the South Dakota Investment Council, managing $6 billion. His work and research has been featured or cited in scores of periodicals and books, including ABC News, NBC, CNBC, Fox Business, The Wall Street Journal, The Times of London, The New York Times, USA Today, Money, Time, and Forbes. He is in his twenty-eighth year of writing a weekly column on personal finance that appears in several newspapers. He is a co-author of four books blending financial planning and therapy.
 

Guy Cumbie, CFP®, CIMA®, RLP®

President, Cumbie Advisory Services, Inc.

Martin Kurtz, CFP®

Founder, The Planning Center, Inc.

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Planner to Planner: Tending Client and Staff Health and Emotional Well-being
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available