April 29, 2020. 2pm Eastern. Free to Members.
Join this month’s Journal contributors and experts for an online panel roundtable as they discuss and debate ideas presented in the issue, followed by a live Q and A.
What Does the Journal of Financial Planning Mean to You?
Next Generation Planner
by Saundra Davis, APFC®, FBS®
Coaches believe that the client has the answer to their problems, and recognizes that they may need help to explore their own wisdom.
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.
by Michael Leung and Steve Wendel, Ph.D.
This analysis shows that American families are leaving an estimated $237 billion on the table by not investing in 529 plans under normal market conditions; and a proof of concept randomized control trial suggests ways to increase clients’ 529 contributions.