2020 Conference Recordings
Academic Research Presentations (JFP/AFS), Part 2Product not yet rated Contains 4 Component(s), Includes Credits
Are Financial Apps and Websites Effective in Helping Individuals with their Financial Goals? Implications for Financial Planners
Giving Back with Pro Bono Financial PlanningProduct not yet rated Contains 3 Component(s)
The Foundation for Financial Planning is the nation’s only charitable organization solely devoted to supporting the delivery of pro bono financial planning to at-risk populations.
3 Planners - 15 Questions - 15 minutesContains 3 Component(s)
Get to know planners and career paths in a fun and engaging way! Join host Stephanie Trexler, CFP® as she interviews Erica James, CPA, Luis Rosa, CFP®, EA and Hannah Moore, CFP®.
Making Philanthropy a Part of Your Financial Planning PracticeProduct not yet rated Contains 4 Component(s), Includes Credits
Philanthropy is becoming an increasingly important aspect of our current and future clients' lives and many firms are seeing this as a major area of opportunity.
Interpreting Financial Aid Award Letters - Creating Transparency for FamiliesProduct not yet rated Contains 4 Component(s), Includes Credits
Imagine looking at homes or vehicles and obsessing over their details, only to then be told you had to provide your income and assets and THEN the seller would get back to you on the price they were customizing only to you.
Housing Wealth in the Financial Planning Process - Review of Case Studies and the Latest Research on Retirement Enhancement StrategiesContains 4 Component(s), Includes Credits
Explore the foundation of including housing wealth with a reverse mortgage in the financial planning process.
Estate Planning - Now!Product not yet rated Contains 4 Component(s), Includes Credits
Estate planning, always an important element of a comprehensive financial plan, has taken on increased importance and urgency, especially for high net worth individuals.
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