The adage "Think globally, act locally" that's so familiar to many causes and professions is poised to resonate in the planning profession, one proselytizing industry veteran says. Dan Moisand, CFP, a principal with Moisand Fitzgerald Tamayo in Melbourne, Fla., has been globe-trotting as a representative of the profession after sitting on the FPA board of directors from 2003 to 2007 and serving as its chairman in 2007.
Now in demand as a speaker around the world after helping lead delegations of American planners to meet counterparts in Russia in 2008 and China in 2011, Moisand has delivered presentations on five continents, talking about planning as a profession, and retirement planning and products.
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