Working with Women as Clients Where: Online (Zoom) When: Thursday, March 7th, 2019 Time: 12:00pm-12:30pm What You Can Expect The mission of the Mentoring Forum series is to empower, educate, and illuminate individuals who are interested in the Financial Planning industry. At each forum an expert will discuss a topic in the field of financial planning with the … Continue reading Diversified Planning Solutions Mentoring Forum: Join Us, March 7, 2019
Posted February 17, 2019 There are several reasons for the wealth gap between White Americans and African Americans. I have been fortunate to have relevant, authentic conversations with several financial planning professionals that acknowledge the need for a deeper understanding of cultural differences that inform the way that various people groups manage their finances, professional … Continue reading Diversity in Financial Planning Starts with Understanding History…
Please Join Me! The Future is Feminine The topic of this discussion will address the following questions: What does the future of the Financial Planning industry look like and where are women now? How did women get here and what do women bring to the industry? What do women need to know about the opportunities in financial … Continue reading The Diversified Planning Solutions Mentoring Forum
Posted December 13, 2018 Can the 529 ABLE account be expanded to include Opioid Use Disorder as a qualified disability? It is worth considering. Prior to June 2018, the Whatcom County Sherriff’s office had a policy of denying individuals suffering from opioid use disorder (OUD) medications that treat opioid addiction. Inmates were required to go … Continue reading Go One Step Further: The 529 ABLE For Recovering Opioid Abusers…?