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MARCH 2017

MARCH 29, 2017 - WEBINAR - Journal in the Round - Avoiding and Fixing Common Estate Planning Mistakes​
Join February's  Journal contributor Caroline Demirs Calio J.D., and other experts to discuss what she considers the most common mistakes in estate planning, and how planners can help clients avoid them. Their discussion is followed by a live Q and A​. 1 hour CE (live only). 

Cover Story

Help Clients Avoid 10 Common Estate Planning Mistakes

by Caroline Demirs Calio, J.D.
By recognizing 10 common estate planning mistakes, 
calling them to your client’s attention, and helping 
guide clients through the estate planning process, 
you can ensure your place as a trusted adviser.​

Practice Management

3 Communication Skills for Working with Grieving Clients​

by Amy Florian
Grieving clients want financial professionals who “get them” and know how to support them in their grief. Can that be you? 


Planning for a More Expensive Retirement

by David Blanchett, Ph.D., CFP®, CFA; Michael S. Finke, Ph.D., CFP®; and Wade D. Pfau, Ph.D., CFA
Many common financial planning practices are sensitive to asset returns, and advisers need to understand the challenges clients will face if high asset prices persist. ​


Sponsored Content

FPA Retreat 2017

FPA Retreat helps planners learn both the art and science of being an intuitive financial planner. 

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