Planning for the Modern Family

NAIFA Webinar
June 2015


According to the U.S. Census only 1/5 of American families today are considered traditional families – two married, opposite sex parents with one or more children under the age of 21. As non-traditional families are frequently less financially secure and are less likely to feel knowledgeable about how to reach their goals, they present a tremendous opportunity to the insurance and financial advisor. During this webinar, Kristen MacKenzie and Kirsten Waldrip provide you with a detailed overview of retirement planning and estate planning considerations for the broad variety of non-traditional families.

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About the Presenters

Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. Prior to joining the College Kristen worked at TIAA-CREF. You can contact Kristen at kristen.mackenzie@cffp.edu.

Kirsten Waldrip, JD, is an associate professor of estate planning and taxation at the College for Financial Planning. Kirsten worked in private practice as an estate planning and administration attorney prior to joining the College. She graduated from Arizona State University with a bachelor’s degree in interdisciplinary studies of business and communication and received her JD from Syracuse University College of Law. You can contact Kirsten at kirsten.waldrip@cffp.edu.