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DECEMBER 2019

Cover Story

Future Firm, Future Planner

interview by Carly Schulaka
Financial planner, super trend expert, and futurist Dennis Stearns dishes on where the profession is going in the next five to 10 years.

WEBINAR

Journal in the Round: What Does the Financial Planning Future Hold?

December 18, 2019.  2pm Eastern. ​
Join December’s Journal of Financial Planning contributors Stearns and Carly Schulaka, editor of the Journal of Financial Planning, as they dive deeper into their conversation featured in the latest issue, sharing their observations and predictions about the financial planning future during the next five to 10 years. This thought-provoking, online, interactive roundtable will be led by FPA moderator and host Bill Harris, RMA®, CFP®. ​


VIDEO: 

What Does the Journal of Financial Planning Mean to You?




Practice Management

Embrace the Individual for the Ultimate Client Experience

by Sarah E. Dale and Krista S. Sheets 
​Understand each individual for the team dynamic to work and the business to realize optimal results.​ The FPA Practice Management Blog, powered by the Journal of Financial Planning, updates financial planners weekly with relevant practice management content in areas ranging from marketing to operations.

Practice Management Blog​

The FPA Practice Management Blog, powered by the Journal of Financial Planning, updates financial planners weekly with relevant practice management content in areas ranging from marketing to operations.​


Contribution

This paper analyzes and compares alternatives for a qualifying taxpayer making charitable contributions either through qualified charitable distributions from an IRA or by donating appreciated securities.​

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