Foundation for Financial Planning Announces Financial Planning Industry Leaders as 2015-16 Be Our Guest Hosts

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Be Our Guest enables financial advisors and planners to gain from the value of one-on-one sharing with hosts who are experienced industry leaders.

Bernie Clark, Foundation Chair stated, "Through this program, industry thought leaders from across the nation will share their valuable insight with others. Thank you to all the participating firms.”

Foundation for Financial Planning, Inc., today announced an expansion to its Be Our Guest (BOG) program. Be Our Guest, created in 2006 by Ross Levin, CFP®, is an opportunity for financial planning professionals to spend time with and learn directly from the profession's leaders on various topics.

The 2015-16 expansion is the Foundation’s most comprehensive offering of BOG sessions to date. In exchange for a charitable contribution to the Foundation, planners can spend time at a firm's office or in a virtual meeting, learning the best practices of the host firm. With participation, financial advisors will gain knowledge from the value of one-on-one sharing while supporting the Foundation for Financial Planning.

Bernie Clark, Foundation Chair stated, "Be Our Guest is an excellent way to engage, learn, and network with other financial planning professionals. Through this program, industry thought leaders from across the nation will share their valuable insight with others. Thank you to all the participating firms.”

2015-2016 Be Our Guest Sessions

RTD Financial Advisors, Inc. Running a Successful Firm with Best Practices (Office) | Date: July 22, 2015 | Time: 9 am EST
Session Leader: Roy Diliberto ChFC, CFP®
Roy is one of only 29 people named by both Money and Worth magazines as one of the 200 best Financial Advisors in America and was chosen as one of “The 150 Best Financial Planners for Doctors” by Medical Economics. Barron’s recently named him one of the 100 best independent financial advisors in America. Investment Advisor Magazine identified him as “One of the 25 Most Influential People in the Financial Planning Profession”, and Financial Planning Magazine recently named him to the “Movers and Shakers” hall of fame. Investment News, in its 15th anniversary issue named Roy as one of 15 people in the United States who “Transformed Financial Planning.”

Savant Capital LLC Rapid Growth for Firms with a Minimum of $1 Billion in Assets, CEOs Only (Virtual) | Date: September 3, 2015 | Time: 2 - 5 pm EST
Session Leader: Brent R. Brodeski, MBA, CPA, CFP®, CFA®, AIFA®, Chief Executive Officer, Principal, and Financial Advisor
Brent was named by Chicago magazine as the #1 independent financial advisor for the Chicagoland area in 2009 and as one of the nation’s top professional advisors by J.K. Lasser. He recently represented Savant for the seventh year on Barron’s list of the “Top 100 Independent Financial Advisors.” For 12 years until the survey ended Brent appeared on Robb Report Worth magazine’s “The Nation’s 100 Most Exclusive Wealth Advisors” list. Brent is regularly featured in local, industry, and national media including the Wall Street Journal and Barron's. Brent is a co-founder and past president of Zero Alpha Group (ZAG), an industry association. He is also a co-founder of the Alliance for RIAs (aRIA), an industry group that together manages over $20 billion.

Session Leader: Glenn G. Kautt, MBA, EA, CFP®, AIFA®, Vice Chairman of the Board, Chief Governance Officer, Principal, and Financial Advisor Glenn has been named repeatedly by Barron’s, Worth, Mutual Funds, and Medical Economics magazines as one of the nation’s top investment advisors. Lasser’s New Rules for Estate and Tax Planning continues to note Glenn on its “Top Professional Advisor” list. Glenn is a recognized author, speaker, and expert in advanced financial planning techniques and business organization and development. He is a regular columnist for the industry’s leading publication, Financial Planning magazine. A former member of the Editorial Advisory Board for the Journal of Financial Planning, he has four professional contributions published in the Journal. Glenn has held leadership positions in local and national FPA organizations.

Savant Capital Management has been featured in Baron’s, Financial Advisor and Financial Planning magazines. Savant was recently cited as the #1 independent RIA in Illinois and the 9th largest independent RIA in the US by Financial Planning magazine, and among the top-10 fastest growing independent RIA’s in the country. Participants will learn what it takes to rapidly grow a large-scale enterprise both organically and beyond organic.

Blue Ocean Global Wealth
Diversity of America & Its Impact on Financial Planning (Virtual) | Dates: July 14 and October 9, 2015| February 12 and March 17, 2016 | Time: 1- 3 pm EST
The Case for Succession Planning (Virtual) | Dates: September 17 and November 11, 2015| January 28 and March 23, 2016 | Time: 1-3 pm EST
Session Leader: Sameer S. Somal, CFA, CFP®, Chief Financial Officer
Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. He has delivered keynote presentations and fostered education partnerships nationally. A senior financial services leader on industry roundtable and panel discussions, Sameer is an active member and volunteer at CFA Institute and CFP Board. He is also a Board Advisor and Managing Director of Institutional Education at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer delivers CE programs to financial advisors, CPAs, attorneys, and entrepreneurs. He frequently presents on succession planning, diversity, retirement, financial planning, entrepreneurship, and leadership. Sameer also helps financial institutions, advisors, and their clients implement optimal technology solutions in his role as CFO of Blue Ocean Global Technology. He earned his B.S. in Finance and Accounting from Georgetown University and is a 2012 FPA Diversity Scholar.

Carter Financial Management, Dallas, TX– Coming Soon!
Abacus Planning Group, Columbia, SC – Coming Soon!

The Be Our Guest program will offer new sessions throughout 2015 and 2016.    

Registration is now open and space is limited. To register for a Be Our Guest Session, visit the Foundation’s website, http://www.foundationforfinancialplanning.org or contact Dawn Butler at dawnb@foundation-finplan.org or 770-938-1110.

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About the Foundation for Financial Planning
The Foundation for Financial Planning, a 501(c) (3) non-profit is the only organization solely devoted to supporting the delivery of pro bono financial planning. Its mission is to help people take control of their financial lives by connecting the financial planning community with people in need. Visit http://www.foundationforfinancialplanning.org for more information and to learn how you can contribute to making a difference in the financial lives of others.

The Foundation for Financial Planning meets its mission daily by connecting financial planners with underserved populations and has helped provide more than 350,000 people with pro bono financial planning. The Foundation has provided more than $5.7 million in grants to local, regional and national nonprofits in support of pro bono financial planning, including providing financial planning resources free of charge to the military and has connected more than 13,000 financial planners with volunteer opportunities. It Matters!

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Dawn Butler

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