Cash flow, risk management, asset allocation , what if scenarios, estate planning. A little bit of a learning curve but alot of capabilities
Originally posted on Currency , FPA's new electronic publication Technology continues to fundamentally change the way you deliver financial planning, but your clients will benefit only if you make the commitment to adopt new innovations. Modern financial planning technology is dramatically different from what was available to the upstart profession at its inception more than 40 years ago
Professor Kotiloff has interesting software too ... http://www.esplanner.com/our-products
The May 2024 Special Needs Planning Community call will be held on Wednesday, May 8th at 12:30 PM ET. Guest speaker Caleb Harty, with Harty Financial will be presenting, "Exploring The Special Needs Map Tool."
05-08-2024 | 12:30 - 13:30 ET
Recent coverage on the launch of this site.
Enjoy the current installment of "weekend reading for financial planners" - this week's issue starts off with a great article for newer advisors (although experienced practitioners will it relevant as well!)
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Cultural competence is the starting point; it must become a standard cornerstone of the financial planning process.
FPA DFW Financial Planning Symposium May 14, 2014 Westin Galleria Dallas 13340 Dallas Parkway Dallas, TX 75240 Online details and registration coming soon
05-14-2014 Dallas TX
Sigh - not sure if this message is being posted 17 times or not at all - here's one more try: It seems that the reason we do financial planning in the first place is to maximize our financial resources. We all recognize that our most valuable asset is our ability to earn, manage and maintain income in order to be able to support a desired lifestyle. From a financial planning perspective, here's a discussion on the role of financial professionals in helping clients to maximize their income during their working years: See the original Discussion Post
Attached below, see the invitation to read the revised version of Defining Financial Planning whitepaper
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