A Tale of Two Financial Plans: The Racial Wealth Gap

Course Information

Content Level: Foundational
NAPFA Subject Area: A-Financial Planning Process

Course Description

This presentation will explore the financial planning differences for black and white households we will share the some of the key reasons for the racial wealth gap, cultural differences and ways financial advisors can help close this gap through financial planning.

Learning Objectives

Understand the systemic and historical context to the racial wealth gap.
Understand how the systemic issues contribute to the wealth gap.
Explore how planners can support black households in closing the wealth gap.

Speaker

Kamila Elliott, CFP®

Kamila is the President of GRID 202 Partners, a financial planning firm with locations in Washington DC, Georgia, and North Carolina. She has nearly two decades of financial planning and investment experience assisting high net worth individuals, endowments & foundations and business owners with comprehensive wealth solutions and holistic planning.

Kamila spent most of her professional career at Vanguard working with ultra-high net worth individuals and endowments & foundations, inclusive of major universities, hospitals, and other charitable organizations throughout the southeast U.S.

Kamila is on the Board of Directors for the CFP Board. She will be the Chair of the CFP® Board in 2022, the first African American woman and youngest ever to serve in that role.

Kamila obtained her B.A. and MBA from The Pennsylvania State University. She is a CERTIFIED FINANCIAL PLANNER™ and holds licenses for Life, Health and Long-Term Care Insurance.

Summary


Availability:	Retired


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


Additional Cost:	CFP® CE: $10.00


Credit Offered:	No Credit Offered


Contains:	2 Courses

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