Cover Story: NexGen of Planners and Clients
Who Are the Next Generation of Planners and Clients?
by Rianka R. Dorsainvil, CFP®
NexGen planners are poised to change the profession by embracing their millennial peers as clients and helping established firms do the same.
by Catherine M. Seeber, CFP®
Great strides are being made in the planning profession to embrace, support, and empower female planners.
by Luke Delorme
This study selects from the retirement distribution literature in order to frame a spending strategy based on individual household characteristics and preferences.