The General Session of CFP Board’s Annual Meeting provided opportunities to share a great financial education and planning experience with a diverse group of people and organizations interested in encouraging Americans to plan their financial futures – all within a short distance of the beach!

This financial education and planning event included the following:

The General Session Financial Education and Planning Event includede activities for everyone, including the general public, financial planning educators and financial service professionals.

View the schedule of the General Session Financial Education and Planning events.

SPOTLIGHT SPEAKERS:

Her Majesty Queen Noor
Since her marriage to His Majesty King Hussein in 1978, Her Majesty Queen Noor has initiated, directed, and sponsored projects and activities in Jordan. She specifically addressed national development needs in the areas of education, culture, women and children's welfare, human rights, conflict resolution, environmental and architectural conservation, and urban planning. Her Majesty Queen Noor is a leading voice for the understanding of Middle Eastern politics, Arab-Western relations and global issues.

 

Senator Bob Kerrey
For twelve years prior to becoming President of The New School, a university in New York City with eight schools serving more than 23,000 students annually, Bob Kerrey represented the State of Nebraska in the United States Senate. Before that he served as Nebraska's Governor for four years. Educated in pharmacy at the University of Nebraska, Bob Kerrey served three years in the United States Navy. After his military service, he started a chain of restaurants and health clubs in Nebraska, Iowa and Kansas. Bob Kerrey entered the race for Governor of Nebraska with no prior political experience and was elected as a Democrat in a heavily Republican State.

Former SEC Commissioner Cynthia Glassman
Cynthia A. Glassman was appointed by President Bush to the U.S. Securities and Exchange Commission and sworn in on January 28, 2002. She served as Acting Chairman during the summer of 2005. While on the Commission, Glassman was a strong advocate for investor protection. Glassman recently resigned her position and has been nominated to become Undersecretary of Commerce. Prior to being appointed Commissioner, Dr. Glassman spent over 30 years in the public and private sectors focusing on financial services regulatory and public policy issues.

NASD's Mary Schapiro
Mary Schapiro is Vice Chairman of NASD, the world's largest private sector securities regulator, and President of the Regulatory Policy and Oversight Division. As the primary regulator of U.S. securities brokerage firms and the nearly 700,000 registered brokers who do business with the public, the Regulatory Policy and Oversight Division writes rules that govern the conduct of virtually all aspects of the securities business, including sales practices and financial and operational integrity; examining firms for compliance with those rules; and enforcement of NASD rules and other securities rules and laws. Schapiro is NASD's next Chairman and CEO, effective December 2006.

BREAKOUT SESSION SPEAKERS:

Louis Barajas, CFP®
Barajas is a leading advocate for financial literacy for the working class. His activities have helped inspire people of all income levels to attain their life goals.

 

 

Mercer Bullard, President of Fund Democracy
Bullard is founder and President of Fund Democracy, a non-profit organization advocacy group for mutual fund shareholders, who is one of the nation's leading advocates for mutual fund shareholders.

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Elisabeth Donati, Executive Director of The Money Camp
Donati created The Money Camp, a non-profit organization that teaches kids and adults personal money management skills, to give young adults the financial education that she didn't receive as a child.

 

 

Robert Duvall, CEO of National Council on Economic Education
As CEO of National Council on Economic Education, a non-profit organization that promotes economic and financial literacy in schools, Duvall is spokesman for the cause of making economic and financial education a core component of the pre-college curriculum.

 

Jack Guttentag, The Wharton School, University of Pennsylvania
Guttentag is Professor of Finance Emeritus at the University of Pennsylvania's Wharton School. Popularly known as "The Mortgage Professor," he previously served as the Chief of the Domestic Research Division of the Federal Reserve Bank of New York, the senior staff of the National Bureau of Economic Research, and the managing editor of both the Journal of Finance and the Housing Finance Review.

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Sally Hass, Weyerhaeuser Company
As Benefits Education Manager, Human Resources, Hass is the driving force for the Life & Retirement Planning Programs for the Weyerhaeuser Company, where she educates thousands of employees each year on retirement benefits and options. Hass has been featured in a PBS special on financial literacy crisis in America and was voted as one of the Top Women in Computing and was President of the Society for Information Managers.

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Charlie Katz, National Academy Foundation
Katz is Director of Partnership Services for the National Academy Foundation, a nation-wide network of career-themed Academies that are organized in individual high schools as small learning communities. During the past 19 years, he has developed and given well over 1,000 presentations on the importance of taking personal responsibility for one's future financial independence.

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David Laibson, Professor of Economics, Harvard University
Laibson's research on macroeconomics has included a focus on the psychology behind spending and savings. He has published many scholarly articles and is also a well-known speaker outside the academic community.

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Kevin Condon, CFP®, Executive Vice President of Myfinancialadvice, Inc.
Condon is a recognized leader in the financial advisory industry with more than 20 years of financial planning experience. A CERTIFIED FINANCIAL PLANNER™ professional since 1987, Condon has served in leadership roles on the boards of local and national and local financial planning membership organizations and has been listed in Worth Magazine's Top 250 Best Financial Advisors list for five years.

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Dan Candura, CFP®, The Candura Group/Penny Tree Advisers
Candura founded the Braintree, Massachusetts-based Candura Group, LLC, to provide financial advice and education to consumers and financial professionals. Frequently quoted by the media, he is also president of PennyTree Advisors, LLC, a registered investment advisory firm. Candura earned CFP® certification in 1987 and is a member of CFP Board's Board of Governors.

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Marilyn Capelli Dimitroff, CFP®
President of Capelli Financial Services, Inc., in Bloomfield Hills, Michigan, Dimitroff was previously was senior vice president and private banking manager at Citizens Bank in Michigan and Illinois. She has made frequent media appearances and been included on national lists of the top financial planners and advisers. Dimitroff earned CFP® certification in 1982 and is a member of CFP Board's Board of Governors.

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David Strege, CFP® Syverson, Strege, Sandager & Co.
A senior wealth coach at Syverson, Strege & Co. in West Des Moines, Iowa, Strege has frequently been quoted in the media and often writes about financial planning topics for the press and academic circles. He earned CFP® certification in 1982 and is a member of CFP Board's Board of Governors.

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