Getting Started in Financial Planning (Self-Study Video)

Jeremiah B. Pagano, Esq., LL.M., CEPA, PC is a securities regulatory and corporate compliance attorney at Jacko Law Group, PC. He works with investment advisors, investment companies, broker-dealers, and other financial professionals, helping them keep their businesses compliant. Mr. Pagano advises clients on legal and regulatory risks, bringing a wealth of experience in compliance matters, internal control development, and operational risk management. His knowledge within the financial services industry allows him to address the needs of his clients, allowing them to mitigate risk and grow to their full potential. Before joining Jacko Law Group, Mr. Pagano was an attorney for …

Cecily VM Welch, CPA, PFS, CFP, demystifies complex financial issues so people can make informed decisions and turn goals into financial action. She began her career as a national and international auditor. Cecily has continued to provide client focused accounting and financial expertise for both large and small CPA firms. Cecily is adept at helping people understand how their financial decisions help them meet their life goals. And because no financial decision should be made in isolation, she is dedicated to educating others on the impacts of tax policy as an advocate for taxpayers, earning her the moniker as “The …

Alicyn McLeod is an Atlanta-based CPA and CFP®, specializing in tax advisory and tax-focused wealth management. She works with HNW families + growing businesses, applying her expertise in tax strategy to her clients’ entire financial situations. Alicyn is the host of Underwithheld, a podcast promoting mental health discussions in the accounting industry. She also runs Glass, an online community for women in accounting and tax.