The next Journal in the Round is being held on Wednesday, November 18th at 2 pm ET.
This month we are eager to discuss the diversity and inclusion theme of the November Journal of Financial Planning. Led by host Robert Castillo, ADPA, panelists Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT® and Enjoli Ramsey will delve into the financial planning profession’s progress on diversity, inclusion and representation. Topics will include the realities facing diverse employees, tangible takeaways that can be implemented in your firm, how we can do better to become a more inclusive community and what the future can look like.