CFP Board's Consumer Webcast Series

Learn more about financial planning through these 50-minute Webcasts presented by expert CFP® professionals on key financial planning topics.

To view a Webcast, click on the presentation title.

Managing Money in Hard Times: Dealing with Credit Cards, Foreclosure and Unemployment
      Presented by Cyril White, MBA, CFP®, CDFA™, CSSC

Financial Planning for Small Business
      Presented by Leah M. Arnold, CFP®

Investment Planning for Retirement Assets
      Presented by Nicholas Bonn, CFP®, CFM, CSNA®

Living Beyond Paycheck to Paycheck
      Presented by Claudia Freeman, MBA, CFP® (US & Canada), CRC®

Managing Debt: From Credit Cards to Foreclosures
      Presented by Marilyn Capelli Dimitroff, CFP®

Planning for Your Financial Goals
      Presented by David G. Strege, CFP®, CFA®

Young Professionals: Launching Your Financial Plan
      Presented by Aaron Brachman, CFP®

What to Know When Choosing a Financial Planner
      Presented by Nancy Johnson Jones, CFP®

Webcasts En Español

Financiamiento y Planificación de la Educación Universitaria
      Presented by Robert J. Gordon, MBA, CFP®, AIF®

Planeando Su Futuro Financiero
      Presented by Hortensia Perez, CFP®

Planificación Financiera para Jóvenes Profesionales
      Presented by Elaine King, CFP®

Planificando la Inversión de los Fondos de Retiro
      Presented by Robert J. Gordon, MBA, CFP®, AIF®

Presenters

			Leah M. Arnold, CFP®, a former business analyst and consultant, is the founder and lead instructor of the Academy for Strategic Business Solutions, and a financial advisor with Merrill Lynch (Bloomfield Hills). She has an extensive background in financial management and planning, business valuation and analysis, and quality consulting. She has successfully mentored hundreds of businesses in Michigan, and through The Academy, has taught business financial planning in conjunction with Walsh College, CEED, and the National Association of Women Business Owners, where she currently serves on the board of directors. She works closely with companies, their executives and employees, helping them develop and implement plans for growth, and maximization of personal and company value.
			Nicholas Bonn, CFP®, CFM, CSNA® is a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with over a decade of specialization in retirement planning and investment advisory. Nicholas also holds the Certified Special Needs Planner™ designation. With over 50 years of experience, Nicholas and his advisory team provide comprehensive financial and investment advisory services to individuals, families, and organizations. Nicholas is a highly-regarded advisor often requested to provide presentations and participate in symposiums to professional organizations, unions, and industry associations. Several large corporations have retained Nicholas as a part of their retirement planning education resources for their executives and employees.
			Aaron I. Brachman, CFP® is a founding member of the Capitol Group of Ferris, Baker Watts, Inc., a wholly-owned subsidiary of RBC Wealth Management. Aaron has been with the same firm for all 9 years of his professional career and is responsible for the group’s comprehensive financial planning practice. He allocates a portion of his practice specifically to educating young professionals about their finances, and teaches a weekly course on the basics of finance to students from several local universities. Aaron holds an undergraduate degree in finance from The George Washington University, is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 31, 7 and 66 registrations as well as life and health insurance licenses.
			Marilyn Capelli Dimitroff, CFP®, is the President of Capelli Financial Services, Inc. in Bloomfield Hills, Michigan, and specializes in personal financial planning. She holds Bachelors and Masters degrees in Mathematics. A longtime leader in the financial planning profession, she previously served as the Chair of the Board of Directors of Certified Financial Planner Board of Standards. Worth, Money, Bloomberg and Financial Advisor have recognized Mrs. Dimitroff as one of the nation's top financial advisors.
			Claudia Freeman, MBA, CFP® (US & Canada), CRC® is a Senior Planner with Keats, Connelly and Associates LLC, where she provides comprehensive financial planning services to high net worth clients. Her specialty lies in the area of cross-border planning for individuals moving from Canada to the United States. Prior to joining Keats, Connelly Claudia was Vice President, Retirement Services for Comerica Bank where she designed and delivered customized employee education programs focused on retirement planning and investment management. Claudia also taught Accounting and Finance at the University of Windsor for ten years. Claudia holds Bachelor of Arts, Bachelor of Commerce, and MBA degrees from the University of Windsor, and a Series 65 license. She is an elected member of the Board of Standards & Policy Development for the International Foundation for Retirement Education (InFRE) at Texas Tech University.
			Robert J. Gordon, MBA, CFP®, AIF® has more than twelve years of experience in the financial services industry focusing on portfolio construction and financial planning for high net worth clients and their families. Robert has a Bachelor of Arts in Economics from Dartmouth College and an MBA from the Darden Graduate School of Business Administration at the University of Virginia. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ practitioner.
			Nancy Johnson Jones, CFP® is the Chief Compliance Officer for HighTower Advisors in Chicago. Before joining HighTower, Nancy served as CCO for a large CPA/wealth management firm and as President and Founder of her own firm providing compliance coaching services to investment advisers, financial planners and independent broker/dealers around the country. Nancy is currently serving on CFP Board's Board of Directors. Prior to that, she served on the Financial Planning Association’s National Board of Directors. She is recognized nationally for her compliance expertise.
			As the Director of Gibraltar Private’s Wealth & Well-Being Center, Elaine King, CFP® provides families with planning strategies by helping them understand, organize and manage their wealth around an actionable strategy. Her multi-faceted role includes advising on retirement planning, saving for educational needs, estate planning, family meetings and financial competency for children. Her 13-year career includes serving as the Latin American Investment Sales Advisor for The Royal Bank of Scotland (Coutts) $8 billion investment service and as the Sales Manager for Citigroup $13 billion investment advisory service. Elaine has worked and studied in Austria, Japan, Mexico and Peru. She earned her B.B.A. from St. Mary’s University and her MBA from Thunderbird. Elaine is the Miami-Dade Financial Planning Association’s 2009 President-Elect. She has appeared in CBS and has been quoted by The Wall Street Journal, The Journal of Financial Planning, The Miami Herald, The Sun Sentinel and other national news organizations.
			Hortensia Perez, CFP® has been assisting individuals with their financial planning needs since 1987. Before joining the ICMA-RC in 2003, Ms. Perez was VP of Investments at a major brokerage firm, where she managed assets and prepared financial plans for individual investors. She also served as VP and Private Bank Relationship Manager at a major bank where she provided wealth management for high-net-worth individuals. Ms. Perez is a FINRA Series 7, 26, 63, and 65 Registered Representative. She earned her Bachelor’s of Business Administration in Finance from Florida International University and is currently enrolled in the Master of Science program at The College for Financial Planning. Ms. Perez has taught Retirement Planning at Florida International University to individuals who were studying to take the CFP® exam.
			David Strege, CFP®, CFA® has more than 25 years’ experience as a CFP® practitioner. He is a senior wealth coach at Syverson Strege & Company in West Des Moines, Iowa, and was 2008 Chair of CFP Board’s Board of Directors.Worth and Money magazines have named Strege one of the nation’s top financial planners, and he has been quoted in financial publications and appeared on television and radio. Strege frequently writes about financial planning topics and is a contributing author on pre-retirement planning to CCH’s online Financial Planning Resource Book. He has taught personal financial planning courses in Drake University’s Adult Education program and coached teachers on teaching financial planning to high school students. Strege’s B.S.B.A. degree in finance with a concentration in personal financial planning is from Drake University. He earned his CFP® certification in 1982.
			Cyril White, MBA, CFP®, CDFA™, CSSC is the founding member and Managing Director of White House Financial & Settlement Consulting, LLC, a leading Financial Consulting and Investment Advisory Firm, in Chelsea, Michigan. The firm specializes in working with people in the community or who are undergoing a life changing event such as the death of a loved one, physical injury, job loss, retirement and divorce. Prior to founding his firm in January 2001, Cyril served as a Financial Advisor with Merrill Lynch & Co. in Detroit, Michigan and as an Investment Banking Associate with River Capital Markets, Bloomfield Hills, Michigan. He graduated with a Bachelors of Science in Engineering Physics from the University of Michigan in 1991 and a Masters in Business Administration and Finance from the University of Chicago in 1996. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Certified Divorce Financial Analyst® designation. He also received his designation as a Certified Structured Settlement Consultant (CSSC) from the National Structured Settlement Trade Association at the University of Notre Dame. In addition, he holds Series 7, 63 and 66 securities licenses as well as Life, Health and Variable Annuity insurance licenses.