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Getting Your Financial House in Order

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Register now for AARP’s free on-demand webinar!

Are you feeling overwhelmed when it comes to your finances and need help getting back on track? AARP and the Foundation for Financial Planning are here to provide you with helpful tips, insights and resources that can help you achieve financial peace of mind.

Reserve your spot at this free online event to discover:

  • How to manage your debt
  • How to save money for today and for retirement
  • How to protect your assets from financial scams and fraud
  • Where to find helpful resources

Don’t miss this special opportunity to explore simple things you can do to improve your financial situation -- now and when you retire. Sign up now!

This webinar is intended to be informational and educational, and does not constitute investment, tax or legal advice. Volunteer Certified Financial Planner® professionals (CFPs) were available during the live event and answered calls to the best of their ability, and provided general guidance and access to helpful resources. 

Speakers

Jean Setzfand

Sr. VP

AARP

Ms. Setzfand is the Senior Vice President of AARP Programs unit that produces interactive educational programming designed to address key life concerns while boosting technology skills for consumers 50+ caring for a loved one, looking for a job, staying independent through safe driving. Additionally, Programs drives towns, counties and cities to be more livable for all ages by providing educational programming and resources aimed at local leaders, policy makers, planners and citizen activists. Additionally, Ms. Setzfand serves on the Advisory Committee on Seniors for the North American Securities Administrators Association (NASAA). Ms. Setzfand has been with AARP since 2002. Prior to joining AARP, she worked as a strategic management consultant serving domestic and international financial services institutions. At BARRA Strategic Consulting Group (now Casey Quirk, A Deloitte Business), she advised leading asset management firms on matters related to strategic planning, organizational design and new market entry strategies. Her financial security experience was further honed while working at AT Kearney’s Financial Institutions Group. In that capacity she guided banks and insurance companies through organizational redesign, strategic sourcing efforts and the implementation of key performance indicators. Ms. Setzfand started her career at Pricewaterhouse Coopers, in the Corporate Recovery consulting practice. She holds a B.A. in Economics from the University of Pennsylvania and an M.B.A. in Finance from the University of Chicago’s Booth School of Business.

Jon Dauphine

CEO

Foundation for Financial Planning

Jon Dauphiné was named CEO of the Foundation for Financial Planning (FFP) in 2016 and has since led FFP’s efforts to develop, sustain and grow pro bono financial planning programs for people in need. Jon previously served 15 years at AARP – first as its Senior Vice President of Economic Strategy, followed by eight years as SVP of consumer programs. An attorney, Jon has also held roles in major D.C. law and public affairs firms. He graduated cum laude from Harvard Law School and with highest honors from Vassar College.

Jeff Concepcion, CHFC

Founder & CEO

Stratos Wealth Partners

Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners, a firm which he launched in October of 2008. His intention was to create an organization to fulfill a need for sophisticated advisors and their clients. He constructed a firm with the infrastructure, resources and support necessary to allow advisors to focus on their core competency, advising their clients. Today, Stratos specializes in the practice and performance of financial planning and implementation services. The firm has a national network of distinguished, experienced financial planning practitioners spread throughout the country. His entire professional career has been spent in the financial services industry. Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region. Jeff believes in the community where he lives and works. He has shared his time and expertise by sitting on a number of charitable boards throughout the Cleveland area over the years.

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