Learn about the changing legal landscape of financial planning for same-sex couples in an archived webinar presented by attorney and mediator Frederick Hertz, and earn one hour of CFP Board CE credit. Purchase the archived session at FPAnet.inreachce.com.
Mentoring a Junior Adviser
In her recent blog post at PracticeManagementBlog.FPAnet.org, practice management expert Joni Youngwirth offers four relationship-building skills mentors should teach junior advisers.
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Rick Kahler on Money Scripts
In this one-hour webinar (August 7, 2013, at 2 p.m. EDT), renowned planner Rick Kahler, CFP®, will share tools for helping clients identify their money scripts and strategies for changing them. Register at FPAnet.inreachce.com.
Advice for the Dually Registered
In a new podcast, this month’s 10 Questions interviewee Chris Winn guides dually registered firms through the jurisdiction boundaries between the SEC and FINRA. Listen at www.FPAnet.org/Journal/Home/PodcastPage.