Dr. Mary Dorn, Columbia College Robert W. Plaster School of Business Assistant Professor of Finance and Department Chair, won the “Best Research Award” for her presentation during the Journal of Financial Planning Research Showcase at the 2022 Financial Planning Association Annual Conference.
In her presentation, “Later Life Financial Planning Concerns: A Unique Perspective from Midwest LGBTQ Adults,” Dorn discussed the fears and feelings of LGBTQ+ clients regarding aging and financial planning needs. Her research identified themes to guide certified financial planners in their advice and interactions.
Her award recognition came after judges and peer reviewers determined her presentation was the best among a group of presenters. The conference was held from Dec. 12-14 in Seattle, Washington.
“It was an honor to present at this conference and to be recognized with this award. The primary finding in my research is that while everyone needs a certain level of money and financial planning as they age, members of the LGBTQ+ community have greater concern surrounding the topic as the traditional safety nets are often unavailable,” Dorn says. “Finding a trusted professional who understands these community members’ needs can be difficult. Financial professionals who work with members of the LGBTQ+ community should continually educate themselves on the nuances of their clients’ financial priorities.”
Dorn received her Ph.D. in personal financial planning from the University of Missouri. She has over 30 years of industry experience in financial services that include banking, insurance, investments, tax and retirement planning.
“Columbia College is proud of Dr. Dorn’s continued contributions to educating both current and future business leaders,” says Dr. Sandra Hamar, interim dean of the Robert W. Plaster School of Business. “This well-deserved national accolade confirms what we already know to be true about the quality of her research and teaching.”
The Financial Planning Association is a professional membership organization representing more than 22,000 financial planners. To learn more about FPA, visit financialplanningassociation.org.
Founded in 1851 in Columbia, Missouri, Columbia College has been helping students advance their lives through higher education for more than 170 years. As a private, nonprofit institution, the college takes pride in its small classes, experienced faculty and quality educational programs. Students can enroll in Day, Evening or Online classes. The college is accredited by the Higher Learning Commission. Columbia College has more than 97,000 alumni worldwide. For more information, visit ccis.edu.