George Kinder of The Kinder Institute of Life Planning has had an incredible impact on the development of financial life planning. To hear him speak about the human element within financial planning is inspiring, and absolutely necessary for all planners – whether you’re new to the field, or you’ve been a planner for decades.
This panel through TD Ameritrade Institutional with Charesse J Hagan, Kelli Cruz, and Heather Fortner offers fascinating insight on how non-advisor roles in the financial planning profession are evolving – and why they’re important.
Dr. Moira Somers, author of Advice That Sticks, wears many hats. She’s a clinical neuropsychologist, professor, and executive coach whose work focuses on financial psychology. We’re honored to sit down with her today to discuss all things money and the mind.
Andi Wrenn’s mission is to reach as many service members and their families as possible to help coach them through their finances to achieve their biggest life goals. More than that, she approaches each conversation with a mind to marriage and family counseling, which allows her to view financial coaching in a more comprehensive way.
Steven Fox, CFP®, founded his fee-only financial planning firm, Next Gen Financial Planning, in 2016. As a business owner, Steven has learned to serve a wide range of millennial clients. He practices on a unique model of wealth management that focuses on managing student loans, getting started with investing, and more.