Page 34 - Investment Advisor May 2021
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Two    more    in-demand   College of Financial Services. He earned a master’s degree in
                                        experts — who share their in-  business administration from the University of Chicago and a
                                        depth understanding of the   doctorate in personal financial planning programs from Texas
                                        ins and outs of Social Security   Tech University.
                                        and what short- and long-term
                                        issues plague the program,   Another important and
                                        as well how advisors need to   enthusiastic  supporter
                                        direct their clients in invest-  of advisors’ retirement
                                        ment aspects of retirement   planning work is  Jamie
                                        planning  —  are  Michael Finke   Hopkins, director of retire-
                                        and David Blanchett.       ment research at Carson
                                          Finke, CFP, is a professor   Group, managing direc-
                                        of Wealth Management and   tor of Carson Coaching,
                                        Frank M. Engle Distinguished   a Creighton University
                                        Chair in Economic Security   finance professor and
                                        at The American College of   author of the book “Rewirement: Rewiring the Way You Think
                                        Financial Services and an asso-  About Retirement.” He characterizes retirement planning as
                                        ciate professor at Texas Tech   “trying to hit a moving target in the wind.”
                                        University.
                                          He holds a doctorate in    Honorable Mention:
                                        finance from the University of   Working behind the scenes, often in cooperation with
                                        Missouri, as well as one in con-  Finke, is Jason Fichtner, the associate director of the
                sumer science from Ohio State University.            Master of International Economics and Finance Program
                  Blanchett, CFA, CFP, is head of retirement research for   at the Johns Hopkins School of Advanced International
                Morningstar’s Investment Management Group. Prior to join-  Studies, who served in several key positions at the Social
                ing Morningstar he worked for Unified Trust Co. He also is   Security Administration.
                an adjunct professor of Wealth Management at The American


                Advisory, Financial Planning, RIAs & More


                Lazetta Rainey Braxton, CFP, and                   stand how finances work and be supportive in their goals to
                Rianka R. Dorsainvil, CFP, are                     blend their old world with a new one. … Financial advisors
                the co-founders and co-CEOs                        have a great opportunity to make real progress with African
                of 2050 Wealth Partners. Rainey                    American clients and future generations. Luckily, there are
                Braxton also serves as chair                       easy ways to make sure this critical mission is a success.”
                of the Association of African
                American Financial Advisors’                       Michael Kitces,  CFP, leads
                (AAAA) board of directors. They                    Kitces.com,  writes   the
                strive to provide access to finan-                 Nerd’s Eye View blog and is
                cial planning beyond the top 1%                    head of Planning Strategy of
                of  investors  and  focus  “on  cre-               Buckingham  Wealth  Partners.
                ating a safe place for clients to                  In addition, he is a co-founder
                realize their goals and dreams                     of  AdvicePay,  a  payment  tool
                through the wise use of financial                  for advisors that he launched
                resources in a no-shame zone,”                     with Alan Moore; the two
                according to Rainey Braxton.                       also co-founded XY Planning
                  In a recent commen-                              Network, a group of fee-only advisors specializing in Gen X
                tary piece for Morningstar,                        and Gen Y clients. He has over 61,300 Twitter followers.
                Dorsainvil explained that as                         With the shutdown of live events due to COVID-19, Kitces
                part of the industry efforts “to                   and other industry VIPs have played a critical role in advisor
                move the next generation of wealth-builders forward, we must   education on a variety of topics — from tax matters to retire-
                focus on helping our African American clients better under-  ment planning. “The disruption of the coronavirus pandemic,



             32 INVESTMENT ADVISOR MAY 2021 | ThinkAdvisor.com
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