RGVEPC April Meeting: Behavioral Finance
Behavioral Finance
Mixer: 5:30 - 6:00 pm
Dinner/Live (In Person) Presentation: 6:00 - 7:00 pm
Catered by: CoffeeZone
RSVPs by 5:00 pm, April 12, 2024
Kit Mac Nee, CFP® CRPC®QPFC®
Envision Legacy Group, Financial Advisor
Kit’s clients trust her for two main reasons: They know she cares. And they value her experience. This personal-professional combination gives her clients more confidence. We all seek out experts for important parts of our life. It’s about more than just money. Her expertise is about conditioning your financial life for strength, health and endurance. Kit joined Morgan Stanley as a Financial Advisor in 2013. Prior to joining Morgan Stanley, Kit was with Merrill Lynch Wealth Management for nearly nine years.
On her way to becoming a Certified Financial Planner™, Kit served a community foundation in Southern California as its Director of Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, she uses her financial-planning proficiency to serve as a volunteer, Board Member, and consultant to guide families and charities toward more secure financial futures. As a volunteer with NAEPC, Kit has spoken across the US from Fairbanks, AK to Pensacola, FL since 2014 on a variety of estate planning topics.
Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling, including trips to Detroit, my original hometown. She lives in Santa Monica, California and travels throughout Southern California and the U.S. to support clients as well as the community groups she works with. Her volunteer work continues as President for the National Association of Estate Planners and Councils, Inland Empire Estate Planning Seminar, and St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving ® from California State University Long Beach, American Institute of Philanthropy in 2001, became a Certified Financial Planner™ and Accredited Estate Planner® in 2013. During 2022 Kit received a new designation as a Qualified Plan Financial Consultant®.
