If you are an International Member of FPA and have not yet decided if you will attend FPA Experience San Diego, I would like to share my very first attempt at a YouTube video where in 4 minutes I outline the many great reasons to be there
Trust planning can be complex, which is why it should always be handled by an experienced estate lawyer...There’s no telling what kind of emotions might be on the table at that time
Watch out for these common issues: Failing to include contingency beneficiaries on a retirement account Not planning for the potential of your spouse remarrying someone new, and thus making that new spouse eligible for money you had intended to set aside for children Failing to account for the impact of aging parents Failing to think about incapacity and what your plans would be if something left you with a disability Not thinking carefully enough about trustee appointments or power of attorney selections Although these might seem minor, they can have major implications for your estate and for the loved ones you leave behind
Just a few of the statistics that triggered the connection for Lowe include: The cost of care around the country in a nursing home or a living facility, could be $87,000 a year or higher 70% of those individuals above age 65 will require some type of long term care at least once Nearly 60% of Americans are not comfortable talking to their families about their long term care needs The need for long term care is one thing, and it’s certainly a lesson that is becoming more real for adults everyday as they struggle with the difficulties of helping aging parents
These will have a massive impact on asset valuations and many financial ratios. I will be producing a piece that addresses the various roads ahead and the impact on asset allocation decisions
We will have a first-ever opportunity at this year's FPA Experience conference to meet some of the leading researchers in the financial planning field
Dear FPA Member and Colleague – As your membership organization, we keep a close watch on many issues that are important to our profession and to the health and future of FPA
3 Comments - I've been glad to read Marty's words. FPA has strong assets and historical glamour. However I really missed two topics, wich are critical for the future and have to be adressed: "international" and peer review
If you have any questions I can be reached at [email protected] I'm so excited to serve you to live your fullest potential in business and life
The FPA Fall Learning Series wraps-up this week with a focus on helping you sharpen your knowledge on a variety of issues you need to know as a financial planner! Don’t let your members miss out on these outstanding on-demand webinars at no cost through December 31, including: The Psychology of Risk In this exceptional, not-to-be-missed presentation by Dr
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