Brenna’s Finology Forum 

 July 13, 2023

By: our Featured Finology Educator

Brenna's Finology Forum


July 13, 2023    
9:00 am - 10:00 am


Event Type

Brenna (Jenson) Baucum, CFP®

Agenda/ talking points / title TBD

About Brenna

As a CFP®, she has spent nearly a decade focusing on the connection between money and values. Fostering greater purpose while elevating the financial planning profession is core to who she is. She is an Enneagram 3 (the Achiever) and 8 (the Challenger), and a Kolbe 8/5/4/4. She loves learning, gardening, and being an active member of my community. She excels at throwing parties, is okay at running, and is terrible at portion control when it comes to dessert.

What Is Finology

The What is Finology? Project considers the nature of money and it's meaning in our lives. The Finology Fellows are a group of experienced Certified Financial Planner™ Professionals who have a deep and grounded understanding of Finology, the Financial Planning Profession and the nature of how we exchange value.

Jake Wagner

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