by Jonathan Guyton, CFP®
Even if the client isn’t ready for his retirement transition, his money can begin to look and behave as if it already has.
August 28, 2019. 2pm Eastern.
It is likely that the majority of financial planners will work with families with a member suffering from Alzheimer's disease. These families often experience a type of grief that is overlooked, known as ambiguous loss. Join authors, Shelitha Smodic, CFP®, and Megan McCoy, Ph.D., LMFT, as they discuss how financial therapy could aid financial planners in supporting their clients through emotional stress, and how to develop more empathy for families experiencing ambiguous loss. Led by Journal in the Round moderator and FPA member Kieran Rooney, CFP®.
by Sarah E. Dale and Krista S. Sheets
Regain a positive approach to your practice, your clients, your family, and your community.
by Shelitha Smodic, CFP®; Emily Forst; John Rauschenberger; and Megan McCoy, Ph.D., LMFT
This paper provides guidelines for working with families living through the experience of having a family member present but psychologically and cognitively absent.
by Bob Conchiglia, brought to you by SS&C Advent
M&A activity in the industry is expected to continue to increase. Now is the time to consider how technology can better position both buyers and sellers for success.