Speaker:
Joshua T. Hatfield Smith | Vice President | SPC Financial, Inc. | CFP®, ChFC®, CLU®, ADPASM, CEP®, CLTC
Joshua T. Hatfield Smith focuses on creating customized financial plans designed to help members of a committed life partnership from unexpected financial surprises and irrevocable outcomes due to lack of appropriate planning. For many domestic partners, this anti-crisis financial planning process is often complicated because their relationship is not recognized or protected in their state or at the federal level.
J.T. provides his financial services to clients of SPC Financial, Inc., an Independent Registered Investment Advisory Firm/SEC, serving the
Washington DCarea for over 4 decades. J.T. helps both married & unmarried couples keep their financial lives in order, by providing them with the necessary financial tools and education needed to handle domestic & life partnership long-term decisions…from investment planning, asset preservation & estate provisions to retirement planning, property ownership and special considerations concerning sudden illness or the death of a partner.
J.T. has committed to ongoing professional education in this field, earning important credentials that help enrich his client’s customized plans with the knowledge he has acquired. He is a CERTIFIED FINANCIAL PLANNERTM Professional, Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter (CLU®), Certified Estate PlannerTM, (CEP®) and holds the Certified in Long Term Care (CLTC) designation. J.T. is currently completing course work for the Enrolled Agent designation.
J.T. has been quoted in Investment News, (December 29, 2010) a trade publication for financial advisors, about risk management for unmarried couples, in the CFP Board Report (September 5, 2007) and in Investment Advisor January 1, 2008) on the same subject. (Any opinions/recommendations in the linked articles are not necessarily those of Raymond James Financial Services Inc.)
J.T. is registered with Raymond James Financial Services, Inc. (member FINRA/SIPC) as a General Securities Registered Representative (Series 7). He also holds Series 63 (Uniform Securities Agent State Law exam) and Series 65 (Uniform Investment Adviser Law Exam) registrations for Investment Advisor Representatives and is a Registered Principal (Series 24).
J.T. is a member of the Financial Planning Association at both the local and national levels and provides “nontraditional relationship” continuing education “anti-crisis” presentations for chapters around the country as well as their national conferences.
J.T. does public speaking for national audiences comprised of CPA’s, Attorneys and other financial professionals in hopes of providing education on the special considerations associated with nontraditional relationships.
J.T. is on the Board of Directors for PridePlanners®, an organization that provides bi-annual National Conferences focusing on the financial, tax, insurance and estate planning needs of gay, lesbian and unmarried couples. He is a Board Member Of The Gamma Mu Foundation, an organization responsible for endowing financial grants to organizations & individuals within the gay community. JT is also a Board Member & The Chair Of The GMCW Audit Committee, an organization which promotes a culture of diversity through musical and performance excellence.
Born in North Carolina, J.T. grew up in Rockville, Maryland, where he attenede Thomas S. Wootton High School. He earned his Bachelor’s Degree from Florida State University.
Contact J.T. Hatfield Smith at (301) 770-6800 or jhatfieldsmith@SPCFinancial.com for an anti-crisis financial evaluation.
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