Speakers: Don St. Clair, AIF®, CFP®, St. Clair Financial
and Debbie Grose, CFP®, Lighthouse Financial Planning
Helping our clients cope in a world of rapid and oftentimes disruptive change can be challenging for even the most seasoned advisor. Experience can help, but none of us is privy to what the future holds. What if what worked in the past was no longer workable? Or what past for value was no longer valuable? What would you do?
•How would your offer change?
•How would you add value?
•How would you adapt?
Change happens. Join Debbie Gross and Don St. Clair in exploring opportunities for the future of financial planning. An interactive and iterative session tapping the collective wisdom of both seasoned and next-gen advisors.
Don St. Clair, AIF®, CFP®
St. Clair Financial
Don St. Clair, AIF®, CFP®, is a financial planner in the Sacramento area with 20+ years of experience serving individuals and their families. Creator of LifeCycle Financial Management™ - a holistic approach to personal finance that is far less reliant on stock market performance than traditional models in producing successful planning outcomes. Owner of MortgageNudge®, an easy to use online tool giving you a simple, painless, tax-friendly way to pay off your mortgage, retire debt-free, and sleep like a baby. He was President of the FPA of Northern California chapter in 2007 and Chair of the FPA Retreat conference in 2012.
Debbie Grose, CFP®
Lighthouse Financial Planning
Debbie Grose, CFP®, is a financial planner in the Sacramento area and partner at Lighthouse Financial Planning in Folsom. She is an active participant in the industry, having served as Chair for the Northern California’s FPA Presidents’ Council, Chair for the FPA’s Mid-Profession Community of Interest, Mentor for FPA’s Residency program at UC Irvine (2011 to present), Past-President of her local FPA chapter; FPA of Northern California Chapter (2012), past member of the FPA’s national Career Development Committee, and Career Development Chair for her local FPA chapter.
*There is no CE credit for the above presentation.