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Cover Story

Overcome Behavioral Biases with the “As-If Retirement”​​

by Jonathan Guyton, CFP®
Even if the client isn’t ready for his retirement transition, his money can begin to look and behave as if it already has. 


Journal in the Round: Guiding Clients through Ambiguous Loss​

August 28, 2019.  2pm Eastern. ​
It is likely that the majority of financial planners will work with families with a member suffering from Alzheimer's disease. These families often experience a type of grief that is overlooked, known as ambiguous loss. Join authors, Shelitha Smodic, CFP®, and Megan McCoy, Ph.D., LMFT, as they discuss how financial therapy could aid financial planners in supporting their clients through emotional stress, and how to develop more empathy for families experiencing ambiguous loss. Led by Journal in the Round moderator and FPA member Kieran Rooney, CFP®.

Practice Management

Take Control of Your Business

by Sarah E. Dale and Krista S. Sheets​
Regain a positive approach to your practice, your clients, your family, and your community.


Financial Planning with Ambiguous Loss from Alzheimer’s Disease: Implications, Applications, and Interventions

by Shelitha Smodic, CFP®; Emily Forst; John Rauschenberger; and Megan McCoy, Ph.D., LMFT
This paper provides guidelines for working with families living through the experience of having a family member present but psychologically and cognitively absent.


Sponsored Content

Leverage Technology to Drive Business Valuation​

by Bob Conchiglia, brought to you by SS&C Advent
M&A activity in the industry is expected to continue to increase. Now is the time to consider how technology can better position both buyers and sellers for success. ​

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