Representation | On-Demand Webcasts
CAAFP Breakout Session #3: “Moving Forward Together to Close the Wealth Gap”
In this webcast of The American College of Financial Services' third virtual CAAFP Breakout session, “Moving Forward Together to Close the Wealth Gap,” our panel of financial services and diversity and inclusion leaders examine the importance of financial education curriculums, why advisors need to generate passion around this initiative, and how a service-oriented business can deliver greater holistic return on the value of a career in insurance while benefiting underserved communities and society.GUEST PANELISTS:Dr. Pamela Jolly, Founder & CEO of Torch Enterprises, Inc.Dywane Hall, MA, CRPC, AIF®, Financial Educator at SFE&PDKarim Hill, Executive Director of The American College Center for Economic Empowerment and EqualityColleen Rhodd, Life Insurance Advisor at Lindberg and RippleWes Thompson, CLU®, President & CEO of M Financia
April 30, 2021
April 30, 2021
Representation | On-Demand Webcasts
Understanding Financial Planning Challenges Facing Modern Women
April 28, 2021
Representation | Insights
Small Business Advisory Services in Diverse, Underserved Communities
April 07, 2021
Representation | Insights
COVID Exacerbates Financial Planning Issues in Underserved Communities
March 24, 2021
Representation | Research
How Can Financial Advisory Firms Prepare for A More Diverse Future?
December 01, 2020