Page 34 - Investment Advisor May 2021

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