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NAPFA Webinar - Best Practices for Delivering Financial Plans to Clients (NAPFA Peer-to-Peer Panel)

Thu, Aug 15, 2019   3:00 PM - 4:00 PM

Online Webinar, ,

Presented by:
Angela Dorsey, CFP®, MBA, Mindy Cleaveland, CFP®, Chuck Clifton, CFP®, CDFA® and Marge Schiller, CFP®
Thursday, August 15 at 3:00 p.m. ET (2:00 p.m. CT, 12:00 p.m. PT)
Earn: 1 NAPFA CE in A - Financial Planning Process
Member: free; Non-Member: $39

As you all know, one of the biggest – and best – benefits of being a NAPFA member is learning from each other. And we can all learn something from each other about client interaction, engagement and retention. That’s why we’re currently organizing a webinar on best practices for delivering financial plans to clients. The purpose of this webinar is to give NAPFA members an opportunity to hear from fellow members on the various ways they deliver financial plans to clients, and what they have found that enhances client engagement, understanding and/or efficiency for the advisor.

This is the third of three peer-to-peer panels scheduled by NAPFA in 2019.

Angela is founder of Dorsey Wealth Management, is a fee only financial planner in Torrance, California specializing in Women and their Families. Comprehensive financial planning services include retirement planning, investment management, tax planning, estate planning, insurance and cash flow management. Angela has a certificate in Financial Planning from the College for Financial Planning, an MBA from the Anderson School of Management at UCLA and a B.S. in Computer Science from Loyola Marymount University.

Mindy is a Financial Advisor with Modera Wealth Management, LLC. Mindy works with individuals and their families to build and execute financial plans to help them achieve their wealth goals. Mindy has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning, risk management and investment management. In addition, she works closely with clients’ other professional advisors, such as accountants, estate attorneys, and insurance agents, to see that all aspects of the financial plan work together.

Mindy received her Bachelors of Arts degree in Economics and Psychology from the University of Maryland, Baltimore County. In the summer of 2008, she studied Spanish at the Universidad de Guanajuato in Mexico.

Chuck is the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC. Chuck has been a part of the financial services industry since 2008, when he joined a local investment advisory firm in the roles of financial analyst, research analyst, and Chief Compliance Officer. Prior to this, Chuck worked for IBM for 10 years as a software engineer, project manager, and financial operations manager.

Marge began her career in adult family finance education working for the USDA Cooperative Extension Service in various states. Marge wrote consumer education curriculum guides for Vermont and Connecticut and authored several textbooks in the field. Marge opened her fee-only financial planning practice in the late l980s after completing her CFP designation. The business continues to serve clients in Connecticut and Minnesota where she had lived previously. Florida clients were also served by Marge’s work at a local CPA firm where Marge functioned as Financial Planning Manager until she retired from that job in 2017.

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