The May 2021 African American Knowledge Circle will be held on Thursday, May 6th at 2 pm ET.
Guest speaker Saundra Davis will be presenting, "Working in Our Community: Beyond Pro Bono."
Many financial planners come to the profession deeply connected to communities that have been ignored by "traditional" financial planning practices. During this conversation Saundra Davis, financial coach and educator, will talk about her journey as a career changer and how she "kicked down the door" to serve the Black community AND build a thriving business. Financial planning practitioners are poised to change the way disenfranchised communities view the profession. We’ll discuss how they can certainly do well while doing good.
Saundra Davis, MSFP, FFC®, FBS® is a US Navy veteran, money mentor, speaker, educator, and consultant. She is the founder of Sage Financial Solutions, a nonprofit specializing in financial coach training, and education and planning for low-wealth and underrepresented communities. Her experience in the U.S. Navy and her thirty years serving community-based organizations drove her to the reality that the best way to help people find a path out of poverty is to help them become their OWN financial expert.
As a trailblazer in the field, she developed and regularly facilitates the Financial Fitness Coach (FFC®) certification program, training financial professionals to offer the highest standard for professional services for all people, irrespective of wealth and income. She is a Financial Behavior Specialist (FBS®) and her philosophy of the Financial Health Continuum of Care framework continues to shape the financial capability and coaching efforts around the country. An active proponent of building a more inclusive financial planning community, Saundra has served on the Financial Planning Association local and national pro bono and diversity committees. She is a founding member of the Financial Therapy Association, and a member of the Association of African American Advisor's (Quad A) and the International Coach Federation (ICF).
Saundra holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University (GGU) where she is a Distinguished Adjunct Professor in the Personal Financial Planning program. In addition, she teaches in the personal finance programs at Cal Lutheran and American College.
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.