Russell Kroeger, CFP®, EA; and Yusuf Abugideiri, CFP®
Use this framework to harness financial planning policies as decision-architecture to overcome the unique challenges millennials face.
September 26, 2017 -- Journal in the Round:
Next Generation of Planners Shifting the Paradigm
This month’s Journal in the Round will be a podcast hosted by Hannah Moore on her weekly program, "You're a Financial Planner, Now What?" Hannah will sit with
Journal contributors Yusuf Abugideiri, Russell Kroeger, Lisa Kirchenbauer and Andrew Mehari discussing the need for innovation in the next generation space, and new models of service being created by and for younger planners. You will be able to listen to the episode on
FinancialPlannerPodcast.com starting September 26th and also on the
FPA's learning website.
by Christine Sjolin
Learn how two NexGen advisers acquired a multi-million dollar RIA.
by Michael J. Alderson, Ph.D.; and Brian L. Betker, Ph.D.
The results of this analysis provide guidance for financial planners to help clients make the optimal Social Security claiming decision.