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JANUARY 2020

Cover Story

Expand Your Expertise to Student Loan Planning: The Gateway to Attracting Your Next Generation of Clients

by Ryan S. Galiotto, CFP®
The amount of education debt is growing quickly within the very demographic most firms are trying to reach, making student loan planning essential for the longevity of your firm.​

WEBINAR

Journal in the Round: Why Financial Planners Must Do College Planning​

January 29, 2019.  2pm Eastern. ​​
Join January’s Journal of Financial Planning contributors Ryan S. Galiotto CFP® and Joseph Orsolini, CFP® as they discuss why college planning is a critical part of the work they do with clients. The student loan crisis has a tremendous impact on the economy and the multiple generations of families challenged by the sky-rocketing cost of college and subsequent amount of student debt. The panel will explore the current student loan/student debt landscape, arguing both the business case and the social imperative for financial planners to incorporate comprehensive education planning into their practice. This online and interactive roundtable conversation will be moderated by an FPA host. ​


VIDEO: 

What Does the Journal of Financial Planning Mean to You?




Practice Management

Are You Doing All You Can to Help Clients with College Savings?

by Julio Martinez  
If you haven’t put college savings at the top of your client priorities, a well-designed 529 plan may help.

Practice Management Blog​

The FPA Practice Management Blog, powered by the Journal of Financial Planning, updates financial planners weekly with relevant practice management content in areas ranging from marketing to operations.​


Research

Analyzing the Effects of Aggressive Rebalancing During Bear Markets

by Dan Moisand, CFP®; and Mike Salmon, CFP®, EA
Instead of taking the traditional approach of rebalancing to the target allocation, how are returns affected if the target allocation to equities is increased and the portfolio is rebalanced to that more aggressive target? ​

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