Foundation for Financial Planning Announces Abacus Planning Group, Carter Financial Management, Pinnacle Advisory Group and Yeske Buie Added as 2016 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 experienced industry leaders.

Mary Moore, CFP® stated, “I had anticipated this being a valuable experience, but the time the principals at RTD Financials Advisors spent with us and the frankness with which they described their own experiences was above and beyond my expectations."

Foundation for Financial Planning, Inc., today announced the addition of 2016 Be Our Guest (BOG) sessions. Created in 2006 by Ross Levin, CFP®, Be Our Guest is an opportunity for financial planning professionals to spend time with and learn directly from the profession's leaders on various topics. Jim Peniston, Executive Director stated, “we are pleased Abacus Planning Group, Carter Financial Management, Pinnacle Advisory Group and Yeske Buie have joined our list of hosts and are certain these added sessions will appeal across the spectrum to senior, mid-level and new professionals.”

The 2015-16 BOG sessions are the Foundation’s most comprehensive offering 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. Mary Moore, CFP® stated, “I had anticipated this being a valuable experience, but the time the principals at RTD Financials Advisors spent with us and the frankness with which they described their own experiences was above and beyond my expectations. A really exceptional day.”

Space is limited and the Foundation strongly encourage interested individuals to register immediately.

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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!    

2015-2016 Be Our Guest Sessions

2015

  •     November 19 | Virtual | Savant Capital LLC

Session Topic: Rapid Growth for Firms with a Minimum of $1 Billion in Assets
Session Hosts: Brent R. Brodeski, MBA, CPA,CFP®, CFA®, AIFA® and Glenn G. Kautt, MBA, EA, CFP®, AIFA®
2016

  •     Date and Time: To be determined by the BOG host and participant | Virtual |Pinnacle Advisory Group

Session Topic: Take YOUR Practice to the Next Level
Session Hosts: Michael Kitces, CFP® and John R. Hill, CFP®

  •     January 08 | In Person | Carter Financial Management

Session Topic: Learning From Mistakes & the Importance of Educating Clients
Session Host: Bill Carter, CFP®

  •     January 22 | In Person | Abacus Planning Group

Session Topic: Best Practices in Business Development for Financial Advisory Firms
Session Hosts: Cheryl Holland, CFP® & Eddie Kramer, CFP®

  •     January 28 and March 23 | Virtual | Blue Ocean Global Wealth

Session Topic: The Case for Succession Planning
Session Host: Sameer S. Somal, CFA, CFP®

  •     February 12 and March 17 | Virtual | Blue Ocean Global Wealth

Session Topic: Diversity of America & Its Impact on Financial Planning
Session Host: Sameer S. Somal, CFA, CFP®

  •     February 24 | Virtual | Yeske Buie

Session Topic: Financial Planning Resident and Internship Program
Session Hosts: Yusuf Abugideiri, CFP®, Lauren Grove, CFP® and Cristin Etheredge, RP®

  •     February 25 | Virtual | Yeske Buie

Session Topic: The Client Experience: “Our Process; Your Journey”
Session Hosts: Jennifer Hicks, CFP® & Lauren Vitt, RP®

  •     TBD | In Person | RTD Financial Advisors, Inc.

Session Topic: Running a Successful Firm with Best Practices.
Session Hosts: Roy Diliberto ChFC, CFP® and Richard J. Busillo, CFP®, AIF®
Be Our Guest registration is tax deductible!

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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Dawn Butler

Dawn Butler
@itmattersfp
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