I sat down with Tanya Staples at the 2025 IAFP Symposium in Nanaimo, BC.

A featured speaker, Tanya shared insights gained from her research while completing her dissertation at Kansas State University. While the entire presentation and the CE Credits you can earn from attending requires a fee, here you can watch a very brief synopsis of her work.

If you crave high-level financial planning content, the IAFP Symposium is the place for you! I hope to see you in Winnipeg!

About the author: Carlo Valle is a financial security officer and mutual funds represented based in Montreal, QC. Click here to learn more.