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 SEPTEMBER 2018

Cover Story

Advising Clients Under Stress

by Thomas C. West, CLU®, ChFC®, AIF®; and Steven A. Starnes, CFP®
Learn how to tailor your communication skills to best serve clients in crisis.
   

WEBINAR

September 26, 2018: 2pm Eastern -- Journal in the Round: Journey Through Clients' Crisis Situation

The emotional and physical stress that overwhelms clients faced with family-crisis situations often hinders clients’ abilities to make effective decisions and act on decisions. Join our panel of experts as they will discuss how financial planners can help clients navigate the demands of long-term services and supports (LTSS), and explain the distinction between communicating with clients and coaching clients.


Practice Management

Sabbatical Success: How to Have a Business to Come Back to After 6 Weeks Away

by Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®
Sabbaticals are no longer a nice benefit, they are a critical strategy to stay fresh, focused, and productive.


Contribution 

The Impact of Retirement Age Uncertainty on Retirement Outcomes

by David M. Blanchett, Ph.D., CFA, CFP®
Research suggests people tend to retire earlier than expected; doing so can have a significant (negative) impact on a retiree’s likelihood of achieving retirement success.

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