A Tale of Two Financial Plans: The Racial Wealth Gap

4:15 PM - 5:15 PM

This presentation will explore the financial planning differences for black and white households we will share the some of the key reasons for the racial wealth gap, cultural differences and ways financial advisors can help close this gap through financial planning.

Learning Objectives:

  • Understand the systemic and historical context to the racial wealth gap.
  • Understand how the systemic issues contribute to the wealth gap.
  • Explore how planners can support black households in closing the wealth gap.

This session is sponsored by the DEI Initiative.

Watch for all the details coming on NAPFA 2022 Events