Kirsten Ismail, CFP®
Vice President - Wealth Management
UBS Financial Services
Hannah Moore, CFP®
Owner
Guiding Wealth Management
This interactive session is designed to encourage you to uncover and share your views on the role financial planning plays in achieving financial wellbeing. Through discussion with your peers you will discuss the components and indicators of financial wellbeing. Attendees also will be encouraged to identify where financial planning and financial wellbeing intersect, discuss how financial planning professionals can evolve to support the growing desire for financial wellbeing and explore our responsibility as a helping profession to assist our clients with financial wellbeing.