Roundtable moderated by Kathleen Boyd, CFP®
Planning professionals Delia Fernandez, CFP®; Ajamu Loving, Ph.D.; Monica Singhania, CFP®, CFA; and Jeffrey N. Tomaneng, CFP®, CIMA®, CLU® talk about the barriers they faced entering the profession and how to move the needle on the current state of diversity.
May 29, 2019. 2pm Eastern.
We invited contributors to May's diversity-themed issue, Keith Beverly, CFA, CFP, and Kathleen Boyd, CFP, along with Gary Clement, CFP, to discuss and continue the candid conversation about diversity and inclusion in the profession. Led by host Robert Castillo, ADPA, the panelists will dig into the tough issues around diversity and inclusion that persist, despite the attention and efforts to create change in the profession. Topics will include the exploration of existing barriers, and impact-oriented strategies prescribed by the panelists to build an inclusive financial planning community with opportunity and access for the widest spectrum of people.