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 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.
by Amy Florian
Grieving clients want financial professionals who “get them” and know how to support them in their grief. Can that be you?
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.
FPA Retreat helps planners learn both the art and science of being an intuitive financial planner.