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