OasisLMS

Join the NAPFA DEI Committee for a conversation on the evolving landscape of Diversity, Equity, and Inclusion (DEI).  We’ll explore how client needs and priorities have shifted over time and which DEI initiatives have been successful - and which have fallen short. Come prepared to share insights, experiences, and questions as we reflect on the evolution and future of DEI in financial planning.

Facilitator Scott Levin is committed to designing optimal paths for his clients to live their ideal lives. Scott’s expertise focuses on multi-faceted, comprehensive charitable and estate planning, along with additional financial and retirement matters. Active in his community, he is an advocate for animal rescue and volunteers with local groups.   

Audience: Everyone
Moderator: Scott Levin

 

As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Conversation Circles are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.

Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.