LIMELIGHT

 

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Lazetta Rainey Braxton: “Excell Represent 2023,” Excell Represent, Nov. 16. Braxton was a keynote speaker on “You Are a POWERHOUSE: Own Your Unique Voice to Grow Your Business.”

Rianka Dorsainvil: “Diversity Summit,” CFP Board, Nov. 9. Dorsainvil was a co-emcee for the CFP Board 2023 Diversity Summit.

Luis Rosa: “The Future of Advice Engagement and Delivery,” AdviceTech.LIVE, Nov. 2. Rosa was a panelist. “eMoney Summit: Planning With Inclusion,” eMoney, Oct. 16. Rosa says, “Older generations might put more emphasis on stability. Younger generations might put more value on experiences. But don’t assume.”

Melissa Ellis, Stacy Francis: “Financial abuse can trap people in relationships — here’s how advisors can help,” FinancialPlanning, Oct. 24. Ellis says, “I’ll have clients run a credit report and then go through it and look for accounts that maybe they’re not aware of that are open … in their name.” Francis says, “Most financial advisors are trained to love numbers. It’s very rare that you’re going to find a financial advisor that has any training or background in mental health, either coaching or therapy, even fewer around financial abuse and domestic violence.”

Carolyn McClanahan: “Picking health insurance can be tricky: 6 key terms to know as open enrollment starts,” CNBC, Oct. 24. “Six tips to navigate open enrollment season,” The Washington Post, Oct. 15. McClanahan says, “Cheaper plans have skinnier networks. If you don’t like the doctors, you may not get a good choice and have to go out of network.”

Emlen Miles-Mattingly: “How authentic style helps clients turn dreams into reality,” InvestmentNews, Oct. 24. Miles-Mattingly says, “Because of my authentic communication style, clients connect with me on more than just a financial level. When someone has things they value in their relationship and life, I want to make sure we accentuate those through their plan.” 

Elaine King: “Serving the Financial Planning Needs of the Hispanic Community,” CFP Board, Oct. 16. King says, “Making alliances with attorneys or tax experts in the country of origin can be very helpful. It can be incredibly complex to navigate the various rules and regulations in different countries.”

Katie Brewer: “Choosing A Credit Card for College Students,” WFAA, Oct. 3. Brewer was interviewed on TV.

Hannah Chavez was promoted to vice president at Financial Strategies, effective Oct. 1, 2023.

Kristy Archuleta won the Financial Therapy Association’s Outstanding Instructor Award and Outstanding Conference Paper Award.