Cash flow, risk management, asset allocation , what if scenarios, estate planning. A little bit of a learning curve but alot of capabilities
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...Caleb is a CFP Practitioner with more than a decade of experience in special needs planning and one of the creators of the Speical Needs Map software
05-08-2024 | 12:30 - 13:30 ET
Guest speaker Vanessa Alanis and Kedisha Ebanks will be presenting, "Education Planning: Student Loans and Beyond."
05-16-2024 | 12:00 - 13:00 ET
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
The May 2024 Tax & Estate Planning Knowledge Circle will be held on Tuesday, May 21st at 2 pm ET. Knowledge Circle host Claire Thornton will be presenting, "Reviewing the Tax Nuances of Stock Incentive Plans." During this Knowledge Circle where Claire will be covering core tax concepts related to stock incentive plans
05-21-2024 | 14:00 - 15:00 ET
The May 2024 International & Cross-Border Planning Knowledge Circle will be held on Wednesday, May 15th at 10 am ET. Guest speaker Brian Wruk will be presenting, "Planning for the American-Canadian Client." In this Knowledge Circle Brian will discuss vital considerations regarding Financial Planning for clients that have ties to Canada and the USA or are transitioning across the border. Brian is an American/Canadian Dual Citizen and a 27-year Financial Planning Veteran working with American and Canadian residents
05-15-2024 | 10:00 - 11:00 ET
Is this the best quote on the importance of retirement income planning? " When your outflow exceeds your income, your upkeep becomes your downfall ."
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