by Philip Herzberg, CFP®, CTFA, AEP®
Learn how to optimally guide your clients in shifting more of their current wealth, and future appreciation on any transferred assets, to their heirs in a tax-advantaged manner.
April 24, 2019. 2pm Eastern.
Join April's Journal of Financial Planning contributor Philip Herzberg, CFP®, CTFA, AEP®, and other estate planning experts as they discuss how planners can guide clients through their estate planning and help them shift their methods based on the Tax Cuts and Jobs Act (TCJA). This discussion will include an audience Q and A, and be moderated by an FPA volunteer.
by Patrick Spenner
Discover the behaviors and techniques you can leverage to truly understand your clients.
by David M. Blanchett, Ph.D., CFA, CFP®
Findings suggest that households are likely better off working with an adviser that is more comprehensive than transactional in nature.
by Shuang Chen Brought to you by RightCapital
Many advisers are acquiring new pre-retired and retired clients by changing the way they think and talk about distributions in retirement.