Date/Time
Date(s) - 12/01/2021
7:30 am - 9:00 am

Categories


“Who’s in Charge? Planners and Clients in Collaboration and Discovery, Action and Accountability”

Speakers: Saundra Davis, MSFP, FFC®, APFC®, FBS®; Sage Financial Solutions and Dr. David Yeske, CFP®

Saundra Davis and Dave Yeske will talk about how financial advisors and clients communicate and share accountability in their relationship. They will discuss methods for connecting planning and action. They will share their findings on best practices to improve accountability with clients and planners. They will talk about actions planners can take when clients get stuck. They will also discuss usage of risk tolerance tools. Bring your questions as this will be an interactive session.

Saundra Davis, MSFP, FFC®, APFC®, FBS® is the Founder and Executive Director of Sage Financial Solutions a San Francisco Bay Area-based organization that develops comprehensive financial capability programs for low- and moderate-income communities throughout the United States.

Saundra is a US Navy veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset building for the working poor. She developed and facilitates the Financial Fitness Coach certification program to promote the highest standard for professional services for all people, irrespective of wealth and income.

Saundra’s philosophy of the financial continuum of care continues to shape the financial capability and coaching efforts around the country. She holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is currently a Distinguished Adjunct Professor in the Personal Financial Planning program.

Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990.

Dave is a past Chair of the Financial Planning Association. In October 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award*, the Financial Planning profession’s lifetime achievement award. Dave’s contributions as a thought leader in the profession through his writing, presenting, and teaching and his dedication to mentoring future generations of planners through his longtime role as a mentor and Dean of FPA’s Residency program and his involvement at Golden Gate University spanning more than two decades were highlighted as he received the award.

Dave is the Practitioner Editor of the Journal of Financial Planning and sits on the Board of Trustees of the Foundation for Financial Planning.
-Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he is director of the University’s financial planning program. He also co-teaches the capstone Cases in Financial Planning course with Elissa.

 

REGISTER LIVE
ZOOM REGISTRATION