Charlotte Ingram
University of Georgia
Charlotte Ingram is listed at University of Georgia. Charlotte spoke at FPA Summit 2026 in November 2026 (speaker, “JFP Research Showcase Part 1”). Speaks mainly on Education Breakout Sessions | Block Five.
Compiled from published conference agendas; not yet confirmed by Charlotte. Is this you? Claim this profile.
- Topics: Education Breakout Sessions | Block Five
About
Charlotte Ingram is a Ph.D. student in Financial Planning at the University of Georgia whose research focuses on sudden wealth, client decision-making, and the behavioral and emotional factors that shape financial outcomes. Her work explores trauma-informed and holistic planning strategies that equip financial planners to better support clients during significant life transitions. Charlotte is passionate about translating research into practical tools that strengthen adviser-client relationships, improve financial decision-making, and expand access to equitable, evidence-based financial planning practices for individuals and families navigating complex financial challenges.
Sessions at 1 conference
FPA Summit 2026 9 November 2026 – 11 November 2026
- JFP Research Showcase Part 1 Speaker · 11 November 2026
Spoke alongside
People who have shared a session with Charlotte at events on B2DB.
- Eric Ludwig CEO | Retirement Income Specialist · Stockbridge Private Wealth Management 1 shared session
- Kevin Bayani University of Georgia 1 shared session