Breakout Session
Internationally Relevant
Shawn Brayman, Chartered Financial Planner
CEO
PlanPlus Global Inc.
Mark Glover
Global Head of Financial Planning
HSBC Retail Bank and Wealth Management
Dan Moisand, CFP®
Financial Planner
Moisand Fitzgerald Tamayo, LLC
Lovaii Navlakhi, Managing Director & CEO
Managing Director & CEO
International Money Matters Pvt. Ltd
Presented in partnership with Financial Planning Standards Board Ltd., hear from some of the world’s leading authorities on the present state and future direction of the financial planning profession. Our panelists will discuss essential local trends from their unique perspective, and how these trends may impact the future business of financial planning.