2020 NexGen One Day Experience General Session: Discovering Your StrengthsProduct not yet rated Contains 3 Component(s)
Understanding one's natural talents is just the beginning of the CliftonStrengths discovery journey.
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®.
Estimating "The End" of RetirementProduct not yet rated Contains 4 Component(s), Includes Credits
The length of retirement is one of the most important assumptions in a financial plan; therefore, care should be taken that is estimated as accurately as possible.
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