The Impact of Financial Education and Literacy on Client Success:

A Panel Discussion (1 CFP® CE Credit)​
Thursday, April 1 from 2:00 - 3:00 p.m. ET
Did you know that approximately $415 billion was lost in 2020 due to a lack of financial education?1 

Join our panel of financial education and literacy experts as they discuss the importance of access to quality financial education as a key factor in achieving financial success. Learn strategies for sharing financial education across clients of all ages, backgrounds, and financial situations, and how eMoney can help you provide this much needed information!

1 “Survey: Cost of Financial Illiteracy in 2020 .” National Financial Educators Council, 2021.
Required to receive CFP CE Credit


Marguerita Cheng, CFP®, RICP® & CSRIC®
Founder of Blue Ocean Global Wealth
Jedidiah Collins, CFP® 
Founder of Money Vehicle 
Dr. Preston D. Cherry, CFP®
President & Founder, Concurrent Financial Planning & Assistant Professor of Financial Planning at the University of Wisconsin - Green Bay
Anjali Jariwala, CPA and CFP®
Principal and Founder of FIT Advisors


Mac Gardner, CFP®
Founder & Chief Education Officer at FinLit Tech
Author | Financial Literacy Advocate | Public Speaker
Can't make it to the live session?
Register anyway, and we'll send you the *recording.

*CE credit is not awarded for watching the replay.