Financial Planning in the Age of COVID

When:  Mar 11, 2021 from 2:00 PM to 3:00 PM (ET)
The March 2021 Women & Finance Knowledge Circle will be held on Thursday, March 11th at 2 pm ET.

Guest speaker Carolyn McClanahan will be presenting, "Finacial Planning in the Age of COVID."

The coronavirus pandemic has changed the world of financial planning. Dr. McClanahan will provide an update on coronavirus, cover how coronavirus has affected financial planning projections, emergency planning, long term care logistics, insurance planning, estate planning, and the delivery of financial planning services. She will help advisors determine what practices to put in place to best serve their clients going forward in this new normal.

Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc.

Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at University of Mississippi. She completed her residency in Family Medicine at the Medical College of Virginia. After a couple of years in private practice and emergency medicine practice in Richmond, Virginia, she returned to the Sunny South of Jacksonville, Florida to teach at the University of Florida, Shands, Jacksonville.  She also worked in various emergency departments in the Jacksonville area.

Finding that most financial planners were mainly interested in managing her portfolio and not in providing the advice she needed, she enrolled in the CFP® curriculum at the University of North Florida. Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning.

In addition to working in her financial life planning practice, Dr. McClanahan provides education to financial planners and health care professionals on the interplay between health and financial issues, particularly regarding health care costs, health care reform, aging, and end of life issues. She writes for Forbes, CNBC, Advisor Perspectives and Barrons covering issues intersecting money and medicine.

She was named an “Icon and Innovator” in 2018 and “Woman to Watch” in 2016 by Investment News. She received the “Special Achievement Award” from NAPFA in 2018 for her work in consumer financial education. She also received the “Excellence in Healthcare Journalism Award” from the National Association of Community Health Centers in 2014.

Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. She is quoted regularly in numerous publications such as The Wall Street Journal, New York Times, and the Washington Post.  She has also appeared on CNBC, Hardball, AC360, Morning Joe and NPR.

Please note, this Knowledge Circle will run a little different.  The registration link will take you to our new Learning Management System at fpalearning.onefpa.org.  You will register here and on the day of the webinar you access the call by going to this website and going to your dashboard.

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