Join thought leaders in the global financial planning profession to learn about evolving client expectations, motivations, and concerns and the driving factors behind them – including technology, financial education, and global trends. Plus, discover the skills and abilities CERTIFIED FINANCIAL PLANNER professionals need to provide financial planning advice and sustain a thriving practice.
The virtual event will be broadcast live on FPSB’s Facebook and YouTube pages. To join the broadcast, simply tune into one of the platforms below at the event start time. We suggest following FPSB on your preferred social platform in advance of the event so you will be notified when the broadcast goes live.
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Special Guest: Martin Moloney
Martin Moloney joins the International Organization of Securities Commissions (IOSCO) in September 2021 as Secretary General. Prior to joining IOSCO, Martin was Director General of the Jersey Financial Services Commission (JFSC). He also worked as a Special Adviser on Risk and Regulation to the Central Bank of Ireland (CBI), where he served for 16 years, previously heading up the Markets Policy, Markets Supervision, and Legal and Finance Divisions respectively.
Martin has also been an alternate member of the European Securities and Markets Authority (ESMA), as well as Chair of the latter’s Investment Management Standing Committee. He has been Chair of the European Systemic Risk Board’s Expert Group on Investment Funds and has represented Ireland on the EU Committee of Securities Regulators.
Moderator: Janet Alvarez
Janet Alvarez is a formidable consumer advocate and veteran bilingual financial journalist who serves as Executive Editor of personal finance publication, WiseBread. She also serves as a fill-in Anchor for WHYY/NPR in Philadelphia, PA and CNBC Contributor. Janet's work focuses on financial literacy, democratizing investing and personal finance, and bridging the divide between Wall Street and Main Street.
In her over 15 years in financial journalism, Alvarez has served as Director of News & Social Media for Univision; Contributing Editor & Video Host for TheStreet.com; podcast host for TIME Inc. & Charles Schwab's Insights & Ideas podcast; Managing Editor of Mint.com and Quicken; U.S. News Editor for Reuters-BreakingViews; and an Anchor/Reporter for nationally-syndicated news program First Business. She was also Director of Communications at PEAK6 Investments, a major options trading firm, where she was instrumental in the launch of WeSeed.com and OptionsHouse brokerage.
Alvarez has interviewed countless Fortune 1000 CEOs and CFOs, political luminaries, and major fund managers, and has written on everything from derivatives and corporate finance to basic budgeting and savings techniques. She is a sought-after commentator, and is regularly quoted by most major financial publications, appears regularly on radio and television programming, and is a frequent speaker and guest lecturer on personal finance and investing topics at universities, conferences, and roundtables.
Panelist: Jose Alexandre Vasco
Jose Alexandre Vasco is the Director of Investor Protection and Assistance at CVM and serves on numerous national and international regulatory committees. Vasco has served as a former chairperson of IOSCO's Committee on Retail Investors (C8) and coordinator of World Investor Week, coordinator of OECD/Global Money Week Working Group, member of the OECD International Network on Financial Education (INFE), member of the IOSCO Sustainability Task Force (STF), member of the G20/OECD-INFE Task Force on Consumer Protection, member of SSE Climate Disclosure Advisory Group, member of the Steering Group FC4S, member of IOSCO FinTech Network, and more.
Panelist: Miles Larbey
Miles Larbey is the Acting Head of Consumer Finance, Insurance & Pensions Division at the Organisation for Economic Co-operation and Development (OECD). In this role, he is responsible for the OECD’s policy work relating to financial consumer protection, financial education, insurance and private pensions, and supporting OECD committees and networks in these areas. This includes the OECD International Network on Financial Education, which represents public institutions in over 120 countries responsible for financial education and related topics.
Miles has over 20 years of experience working in financial regulation, consumer protection law and policy; banking, credit and insurance supervision; and financial education across a number of jurisdictions. Before his role at the OECD, Miles held positions as the Senior Executive Leader for Financial Capability and Senior Manager, Deposit-takers, Credit & Insurance at the Australian Securities and Investments Commission; General Manager of Investor Education at the Hong Kong Securities & Futures Commission; and worked on consumer protection law reform at the Financial Conduct Authority in the UK.
Panelist: Amy Richardson, CFP®
Amy Richardson, CFP®, is the Senior Manager, Financial Planner at Charles Schwab. In her current role, she provides training and education to business partners and clients focusing on holistic wealth management. She most recently was part of Charles Schwab's Centralized Planning Group where she lead a team of CERTIFIED FINANCIAL PLANNER™ professionals supporting retail clients and Branch Partners through financial planning.
Previous to that role, Amy helped launch Schwab’s first hybrid financial planning offer Schwab Intelligent Portfolios Premium as a financial planner. Prior to Schwab, she was a Client Relationship Manager working with high-net-worth individuals and families at a local RIA. Amy received a degree in Finance & Real Estate from the University of Denver and holds the CERTIFIED FINANCIAL PLANNER™ certification.