Alex Wilson CFP®, BFA™

Lead Financial Planner at Facet Wealth, She/Her

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@danielcrosby @rgt345 @7AustinL

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@daniel_egan @danielcrosby We'd love to have you!

[Autumn (Campbell) Knutson, CFP® @AutumnKCampbell]

Financial planning professionals: How is systemic racism showing up in our industry? Not just in lack of BIPOC advisors, but also in areas we give (and don't give) advice - investments, tax, estate, etc.

Sourcing feedback for upcoming retreat and would love links and comments!

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@heyemmahey @AmandaMGoetz @CaitHowerton

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@AaronDLC_FP Gotcha. I liked watching videos as well. Gave my mind a little bit of a break and it’s another way to try to absorb the material.

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@PeterMallouk Whelp. This is stuck in my head now, so I'll go with The Smiths. https://t.co/rykqsm3I9p

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@billie_simmons_ @katedore @LizOfficer @leona_kay @queerfinancier @callitalimon @SonyaDreizler @sarahlicain @hey_freelancer @CaitHowerton @LauraLaTourette @Lizquidity @kimsavesmoney @dorizinn @zinakumok @MyDebtEpiphany @theyoungscrappy @MetalheadMoney @The_MMW I love them! I go follow everyone mentioned 🤗

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@katedore @LizOfficer @leona_kay @queerfinancier @callitalimon @SonyaDreizler @sarahlicain @hey_freelancer @CaitHowerton @LauraLaTourette @Lizquidity @kimsavesmoney @dorizinn @zinakumok @MyDebtEpiphany Thank you Kate 🥰 Here’s a few more! @theyoungscrappy @MetalheadMoney @The_MMW @billie_simmons_

[FPA NexGen @FPANexGen]

Firms will have the opportunity to interview UGA #financialplanning seniors & grad students preparing to enter the job market in this virtual event: https://t.co/vKk1Qn2858

[Autumn (Campbell) Knutson, CFP® @AutumnKCampbell]

Wanna get involved with NexGen? We've got several openings and just a few days left to apply! Volunteering w/ NexGen has been life-changing for me!

Please help us share these wonderful opportunities with anyone interested in gaining leadership experience! #FPANexGen

[FPA NexGen @FPANexGen]

Although we couldn't "Gather" in person this year as planned, we need to come together now more than ever! Join your fellow NexGen’ers for a one-day event that will focus on you and your career. Learn more and register: https://t.co/ewrfGyAVE9

[FPA NexGen @FPANexGen]

Have you ever wanted to write an article but didn't know where to start? Join @AnaT_Edits as she guides #FPANexGen through the "secret sauce" behind structuring your article, resources to find topics for content and how you can get involved with @FPApubs! https://t.co/kZQm554Fh2

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@katedore @callitalimon @queerfinancier Me too! Loving it 💁🏻‍♀️

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@callitalimon I'm sure there are hundreds of ways that I don't realize. The biggest reason I am where I am today is that my mother supported my education. In high school, she paid for online classes on top of regular school to get ahead, then she fully paid for my college while I lived at home

[Kayla Webster @KaylaAnnWebster]

I wrote this for @EBNbenefitnews back in April, but this seems like the right time to remind #employers and the #healthcare industry that they need to do their part:

https://t.co/AS7P5HqZqF

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@DanielYerger3 @CaitHowerton @TDA4advisors Yeah, as a data nerd I brought this up on her original post but there are easy ways to standardize the data on the backend through tags and keywords. It's not actually that hard and 100% worth it...

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

YES! Way to go @TDA4advisors

Did @CFPBoard reply to you @CaitHowerton?

[Alex Wilson CFP®, BFA™ @AlexWilsonPlans]

@R_Alan_Moore @CaitHowerton @TDA4advisors From a data perspective I can see why offering a custom field is a nightmare, but nonetheless it’s important to allow self identification. Data nerds like myself can standardized the results on the backend through tags and keywords.