Daphne Jordan

I help you make strategic and smart personal financial and wealth decisions. | CFP(R) | NAPFA National Board Chair | Former Austin FPA Chair

[CFP Board @CFPBoard]

It’s important to check whether a professional has the CFP® designation, says @NAPFA Chair @daphnejo, CFP®. “Everybody should have a financial plan because it helps you map out the terrain for the rest of your life.” Read more in @CNBC by @LorieKonish: https://t.co/vyooTe49iS

[Daphne Jordan @daphnejo]

NAPFA has elected Daphne Jordan, CFP® to serve as the Chair in the 2023-2024 term.

It is my distinct honor to be a NAPFA member and to serve as Chair. As we eagerly celebrate our 40 years of history, we look forward to a future of enrichment, engagement, and excellence. @NAPFA

[Daphne Jordan @daphnejo]

The concept of infinite banking is making rounds again. Is this tactic worthwhile or a bust? I share my thoughts in this article. https://t.co/gC37qJxjZH

[IRS Small Biz @IRSsmallbiz]

The Disabled Access Credit is available to small business owners that make their storefront, goods or services more accessible to those with disabilities. During #SmallBusinessWeek check out #IRS information at: https://t.co/0BNrmz5d6H

[NAPFA @NAPFA]

Thank you to the NAPFA Finance Committee members! #VolunteerAppreciationMonth

Deva Panambur, Chair
Wendy Hartman
Kevin Lozer
Jeff Jones
Daphne Jordan

[Morning Brew ☕️ @MorningBrew]

2. In 1696, England imposed a tax on windows to extract more revenue from the wealthy (whose houses had more windows).

But all it did was incentivize fewer windows in homes and public health deteriorated from the lack of ventilation.

[Morning Brew ☕️ @MorningBrew]

Happy(?) Tax Day. Here are some goofy tax facts to drop in any conversation today:

1. People 100 years old and older in New Mexico are exempt from the state's income tax.

[NAPFA @NAPFA]

Thank you, NAPFA Audit Committee, for your time and commitment.

Daphne Jordan, Chair
@SunitBhalla
Ann Reilley

[Daphne Jordan @daphnejo]

Great learning experiences about behavioral finance at #SHIFTEVENT & a chance to network with awesome advisors. @ElgonFinancial @finstaples

[Daphne Jordan @daphnejo]

@1GenWealth @ElgonFinancial I think well! Dynamic young minds. Very interactive session. Jane was amazing too. It was great collaborating with her.

[Daphne Jordan @daphnejo]

Excited to present with @ElgonFinancial today at a community event on financial education!

[NAPFA @NAPFA]

The NAPFA Women's Initiative is proud to present its second annual Mentoring Program. The Women's Initiative Mentoring Program was at full capacity in less than 24 hours last year. Don't hesitate to sign up today! Learn more: https://t.co/20rLo8MnQ6

[NAPFA @NAPFA]

The goal of the DEI Initiative Mentoring Program is to provide underrepresented members in NAPFA a structured opportunity to advance in their careers with the help of a mentor/mentee relationship. Learn more: https://t.co/JIXQuS4SZv

[Daphne Jordan @daphnejo]

Enjoyed presenting with @AyeeshaGreen at the Texas Association of Black Personnel in Higher Education! It was their 50th Annual Conference. We spoke on financial building blocks for building wealth. Dynamic duo!

[Daphne Jordan @daphnejo]

I am speaking at Texas Association of Black Personnel In Higher Education (TABPHE) 50th Annual State Conference. Please check out my talk if you're attending the event! #TABPHE50th - via #Whova event app

[Daphne Jordan @daphnejo]

@atlasparkco Yawn!

[Daphne Jordan @daphnejo]

@anngarciacfp Ask @susanweiner! She's an editing pro.

[Carl Richards @behaviorgap]

Just a reminder.

[Lazetta Rainey Braxton, MBA, CFP® (she/her/hers) @lazettabraxton]

How would your life be different if you viewed what makes you different as an asset instead of a liability?

[NAPFA @NAPFA]

@investmentnews warns against receiving financial information specifically from social media in a recent article. Click the link for five helpful tips from NAPFA consumers can use to find reliable financial information: https://t.co/RKTqWnerZI