Ask experts Marty Kurtz and Elizabeth Jetton
FPA of New Jersey & New York
Upper Montclair, NJ
Omega Financial Management
A. Raymond Benton, CFP (r), CRPC (r) ,EA*
Benton & Company
Lincoln Financial Advisors
Member Private Wealth Management
*not practicing accountancy...
Thanks Ed, but you can give all of the credit to Marty Kurtz and Elizabeth Jetton. They are so enthusiastic about FPA Retreat 2015, that it is already a great experience for everyone involved.
I would love to hear how advisors are handling this environment. What are you doing with regard to low interest rates? Have you changed your allocations over the last 5 years? How are you providing income for your retirees?
Wow! This is a powerful forum! Thanks for the many responses I received. In a single day, I have plenty of material. Stay tuned! I may need help in other areas.
I have a client that has basic estate planning needs and would like to sit down with a local estate attorney. Does anyone...
I am a fee-only financial planner and I was recently speaking with a friend in the U.S. whose mother lives in France....