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About This Webinar

ENTER WEBINAR DESCRIPTION HERE

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.

When: Tuesday, November 18, 2025 · 11:45 a.m. · Pacific Time (US & Canada)
Duration: 1 hour 45 minutes
Language: English
Who can attend? Everyone
Ticket Price: $49.00
Dial-in available? (listen only): Yes
Dial-in Number: This is a premium Webinar. Please log in or register for this Webinar to view the dial-in info.
Featured Presenters
Webinar hosting presenter

Carolyn McClanahan, M.D., CFP®

Founder, Life Planning Partners, Inc.
Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc. Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at University of Mississippi. She completed her residency in Family Medicine at the Medical College of Virginia. After a couple of years in private practice and emergency medicine practice in Richmond, Virginia, she moved to teach at the University of Florida, Jacksonville. She also worked in various emergency departments in the Jacksonville area. Finding that most financial planners were mainly interested in managing her portfolio and not in providing the advice she needed, she enrolled in the CFP® curriculum at the University of North Florida. Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning. In addition to working in her financial life planning practice, Dr. McClanahan provides education to financial planners and health care professionals on the interplay between health and financial issues, particularly regarding insurability, health care costs, chronic illness, end of life, and health care reform. She writes for Investopedia, Forbes, and CNBC covering issues intersecting money and medicine. Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. She serves on the CNBC Financial Advisor Council, the Investopedia Financial Advisor Council, and is quoted regularly in numerous publications such as The Wall Street Journal, New York Times, and the Washington Post. She has also appeared on CNBC, Hardball, AC360, and NPR. She received the Alexandra Armstrong Lifetime Achievement Award from Investment News in 2024.
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