Advancing DEI in Your Firm & the Profession

Course Information

Content Level: Intermediate
NAPFA Subject Area: G-Ethics

Course Description

This program brought to you by LLIS, exclusive sponsor of NAPFA Genesis.

Join NAPFA Genesis for an important program on diversity, equity, and inclusion (DEI) with presenter John Eing, CFP®, CPA, MBA, co-chair of NAPFA’s Diversity, Equity, & Inclusion Committee. Does your firm have a DEI strategy, or can you help implement one? What is included in a comprehensive DEI initiative? This webinar will help you understand your role and opportunities in your firm’s and profession’s DEI initiative, and perhaps give you some new ways to think about embarking on or continuing DEI efforts.

Learning Objectives

Understand the definitions of diversity, equity, and inclusion
Learn key components of DEI at your firm: culture, hiring practices, people, and inclusion
Learn how you can be a part of advancing the DEI initiative within your firm and the financial planning industry

Speaker

John Eing, CFP®, CPA, MBA

John Eing, CFP®, CPA, MBA, is the chief strategy officer and a partner at Quantum Financial Advisors in Santa Monica, CA. Prior to Quantum, Eing was the controller of Wells Fargo’s $30 billion asset-based lending group. He serves as the co-chair of NAPFA’s Diversity, Equity, & Inclusion Committee and was recently recognized by the editors of Financial Planning magazine as one of the 22 professionals who will transform wealth management in 2022. Eing earned his MBA from the Anderson School of Management at UCLA, and a BA in Economics from UC Berkeley.

Summary


Availability:	On-Demand
	Expires on Dec 31, 2024


Cost:	Member: $39.00 Non-Member: $59.00


Credit Offered:	1 NAPFA CE (LIVE) Credit

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