We’ve Come a Long Way, Baby
A lot has changed in the financial planning profession since Dan Moisand, CFP®, served as FPA president in 2006 and since he started his planning career in 1991. In a short podcast, Moisand shares thoughts on how far we’ve come and makes a few predictions on where the profession will be in 10 years. www.FPAnet.org/Journal/Home/PodcastPage
Join FPA Retreat in the Twittersphere
Follow the action at FPA Retreat,
May 4–6 in Palm Springs, California, on Twitter using #FPARetreat.
Top Financial Priorities in 2013?
FPA and the National Endowment for Financial Education have partnered again on the Financial Four, a bracket of 32 concepts that help Americans identify the financial areas most important to them. Share your top financial priority rankings at planners.financialfour.org.
Documenting in the 21st Century
If you’re looking for guidance on which client interactions need to be documented, attend a 60-minute webinar on April 17 (2 p.m. eastern) when executives from Copytalk will share strategies for securely gathering and recording information.
Alternatives to Traditional LTCI
Decades of underpriced products, exacerbated by historically low interest rates, have put many long-term-care insurance companies on their heels, says Bruce Moon, ChFC®, CLU®, CASL, in an online article. Could asset-based LTCI solutions be the answer?