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FEA – Community Call: Multi-Disciplinary Advising: Does it really work?
October 15, 2020 @ 1:00 pm - 2:00 pm EDT
Hosts
Jeff Noble CMC, FEA
Director, Business and Wealth Transition, Private Client Services
Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience, he helps family enterprises, select private companies and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next. The fourth generation to spend several years working in his family’s firm, Jeff thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support.
Over the past 20 years, Jeff has applied his knowledge and experience to help private company owners and their families adapt a truly holistic approach to planning for the future. He has become renowned for his expertise in business strategy, value enhancement, successor development, management & leadership transition and governance.
Julia Chung, CFP(R), CLU, FEA, TEP
CEO, Spring Plans & Admin Slayer
Julia Chung is currently CEO of Spring Plans, an advice-only financial planning firm, and Admin Slayer, a virtual assistant company. Julia grew up inside an entrepreneurial and academic family with interests around the world. She began her career in financial services in 1997, and started her own entrepreneurial journey just a few years later.
After a few decades of working with individuals, families, and businesses, providing increasingly complex advisory services, Julia gained her FEA designation in 2013