Exploring the Financial Advice Field:
A Panel Discussion (1 CFP® CE Credit)
January 13, 2022 from 2:00 - 3:00 p.m. ET
Financial planning experts are known to the public by many names—planners, advisors, coaches, therapists, and more. It's easy to see why people get confused and not just consumers—but industry professionals too.
What is the difference? And more importantly, who is the right fit for the client? Should each professional work in a silo? Or are there complementary advantages to working together?
Join eMoney Financial Planning Education Consultant Sasha Grabenstetter, AFC®, and guest panelists
- Dr. Derek Lawson, Ph.D., CFP®, Assistant Professor, Kansas State University;
- Dr. Mary Bell Carlson, Ph.D., CFP®, AFC®, Chief Financial Mom, L.L.C.;
- Edward Coambs, MBA, MA, MS, CFP®, CFT-I™, LMFT, Carolinas Couples Counseling.
They'll discuss the expanding number of roles in the financial advice industry and offer guidance for understanding the training, education, and experience of each financial professional as we all look to better serve our clients.