Trudy R. Turner, CPA/PFS, CFP®, CPWA®

Financial Planning for Adoptive Families
Thursday, June 10, 2021 | 3:40 PM - 4:30 PM ET

Nearly 100 million Americans have adoption in their immediate family. Around 7 million Americans are adopted and approximately 140,000 children are adopted by American families each year, resulting in approximately 1.5 million adopted children in the United States. Although no more than 2% of Americans have actually adopted, more than 33% have considered it. Given these broad reaching statistics, it stands to chance that you serve many current and aspiring forever families in your practice. This session will equip you with keen insight to better bond, connect and assist forever families achieve their unique financial life goals and aspirations.

About Trudy

Not only is financial planning Trudy Turner's profession, she also feels it's her calling. When she is not working with clients as a Senior Wealth Manager at Goldman Sachs Personal Financial Management, she can be found teaching, mentoring and counseling students, young practitioners and career changers to accelerate their success in the financial planning profession. She brings over two decades of financial services experience in wealth management, tax planning, insurance underwriting and public accounting to her dual passion of improving the lives of her clients and financial planning colleagues.

Trudy has served her profession as the 2006 President of the Dallas Fort Worth Chapter of the Financial Planning Association (FPA) and numerous national FPA committees, including being one of three Co-Founders for the FPA Diversity Committee. She received the Dallas Fort Worth Chapter of the FPA Honors Award in 2009 for her extraordinary commitment and significant contribution to the financial planning profession. In 2020, Trudy was honored to accept the Dr. A William “Bill” Gustafson Distinguished Leadership Award from the Texas Tech Personal Financial Planning Alumni for her leadership in education, advocacy and mentorship in the financial planning profession. 

Trudy has been honored in the inaugural 2002 and all subsequent listings of the Best Financial Planners in Dallas in D Magazine. She received a Bachelor of Science in Finance from the University of Virginia and a Master of Science in Accountancy from the University of North Texas.