Elizabeth Jetton, CFP®

Elizabeth Jetton has been a thought leader in the financial planning profession for the past 26 years. She has been a CFP^® professional since 1991 and in the financial services industry since 1981. Jetton is a frequent speaker, nationally and internationally, on topics focused on the art and science of financial planning, serving women clients, 21st century planning, leadership, building a thriving practice, and applying adult learning theory to the practice of financial planning.

She speaks and leads workshops for the public on money freedom, financial alignment for couples, thriving in the second half of life, and making your business work for you.

Jetton served as president of the Financial Planning Association (F.P.A.) in 2004. She helped organize their NexGen Annual Gathering (2017 and 2018), chaired the F.P.A. Annual Retreat conference in 2015 and 2016, and will serve as a mentor for the F.P.A. residency program. In 2018, she was a recipient of the Heart of Financial Planning award for her work on behalf of the profession.

In 2012, she retired from her financial planning practice at RTD Financial Advisors to focus on coaching and consulting financial planners and firms. Her passion is helping new and experienced advisors make a difference in their clients' lives by building innovative client-centered practices, processes, services and deliverables, and through their own personal development. She keeps her attention on the future and on developing innovative methods to enhance the value of financial planning. 

Keynote Topic:  A holistic approach to retirement planning: planning beyond the numbers

A successful retirement is more than just not running out of money. It is the product of thoughtful psychological, social, physical, and financial planning beginning well before the all-important retirement date.