Consumers are seeking guidance in the shifting economic landscape. To help, CFP Board is hosting a free virtual event, “The Power of a Plan: Navigating Market Uncertainty With Confidence,” on Thursday, May 15, from 11:30 a.m. to 12:30 p.m. ET.
Three CERTIFIED FINANCIAL PLANNER® professionals who serve on the Board of Directors of CFP Board — each with decades of experience in the financial services ecosystem — will share insights to help consumers navigate financial uncertainty. Board Chair Liz Miller, CFP®, CFA®, and Board Directors Richard Shaw, CFP®, MBA, and Linda Y. Leitz, Ph.D., CFP®, EA, will provide historical context for the current economic situation and offer practical tips that consumers can consider in evaluating their circumstances today. Insights will include:
- Identifying and avoiding misinformation.
- How time horizon influences investment strategy.
- How to build a cash cushion.
- The opportunities available in a down market.
- How staying calm during market fluctuations helps in the long term.
“Americans are facing real economic turbulence,” said CFP Board CEO Kevin R. Keller, CAE. “In uncertain times, the value of working with a CFP® professional becomes even more clear. Their expertise helps consumers navigate changing market conditions with confidence.”
“CFP® professionals understand what consumers are going through, especially during times of market volatility,” said Erin Koeppel, J.D., Managing Director of Government Relations & Public Policy Counsel. “By hosting this webinar for the public, CFP Board will be providing general tips that can help consumers when it matters most.”
Register for “The Power of a Plan: Navigating Market Uncertainty With Confidence” now.
Meet the Experts
Liz Miller, CFP® CFA®, is the Chair of the Board of Directors of CFP Board and the founder and President of Summit Place Financial Advisors, LLC. Liz has over a decade of experience offering personalized investment management and financial consulting to families and individuals. Previously, Liz was a principal owner of the investment manager Trevor Stewart Burton & Jacobsen Inc. in NYC. In addition to managing portfolios and client relationships, she led the firm’s equity research activities and stock selection of the investment committee.
Richard Shaw, CFP®, MBA, is a Board Director of CFP Board and the Principal and Senior Client Advisor at Bessemer Trust, a multifamily office that has served individuals and families for more than 115 years. In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across investment management, wealth planning and family office services, leveraging over 25 years of experience in the financial services industry.
Linda Y. Leitz, Ph.D., CFP®, EA, is a Board Director of CFP Board and the founder and a co-owner of Peace of Mind Financial Planning, Inc. Before becoming a financial planning professional, Linda held managerial positions in the banking industry. She has over two decades of experience as a CFP® professional and holds a Ph.D. in personal financial planning from Kansas State University. She is past Chair of the National Board of the National Association of Personal Financial Advisors (NAPFA).
ABOUT CFP BOARD
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER® certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by more than 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
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Contacts
Joseph Feese, Director of Public Relations, P: 202-379-2305, E: media@cfpboard.org
