Erin Wood
Senior Vice President, Planning & Advance Solutions
Carson Group
Erin Wood, CFPCRPCFBShas been a voice for humanizing financial planning for more than 20 years. As the financial planning leader at one of the nations fastest growing RIAs and advisor platforms, Erin speaks and works with firms nationally on how to incorporate a people-first planning approach within their firms, using tax planning, trust, retirement and insurance strategies. Shes been featured in The Wall Street Journal, Barrons, NASDAQ and MarketWatch. In 2023, Erin was recognized as a finalist for the Women Working in Wealth Award by The American College of Financial Services.Erin began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin. She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late twenties. The success of her financial planning career, along with her continued passion for helping others, led Erin to her career with Carson.Outside of work, Erin is committed to providing real-world financial advice and improving financial literacy through efforts like her Financial Flash video series and her personal finance she regularly contributes to Kiplinger and HerMoney. Shes championed new avenues for bringing women into finance and has acted as a voice for women in financial planning through her work in the CFPs Financial Advisor Working Group. In 2022, Erin led Carsons inaugural Rock the Street Wall Street program teaching financial literacy topics and sharing potential career paths in finance to local high school students.Erin graduated from Northwest Missouri State University in 2002 with a B.S. in Communications and Finance. She holds a Certified Financial Planner designation, as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University.
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Speaker Schedule
Wednesday, June 14, 2023, 3:40 pm - 4:30 pm EDT
Better Planning Through Pictures & Stories
Erin Wood |Carson Group

A financial plan is only as good as how closely it's followed. And clients can only stick with the plan if they understand what you're telling them. While clients may cerebrally understand concepts like inflation and cost of living, the full meaning of how they may impact their financial plan doesn't really sink in. In this presentation, Erin Wood CFP(R) will share her framework for making important planning concepts clear, real, and relatable so clients can better understand the "why" of their plans, and will be more likely to adopt the behaviors that lead to better plan outcomes. Erin has contributed to multiple trade and national media outlets with her unique approach to humanizing financial planning. This presentation has a 100% attendee satisfaction rate, and gives advisors meaningful, actionable meeting structures and examples to implement at their planning meetings.

This session is eligible for one-hour (1) CFP Board & I&WI CE credit.

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