Financial Planning Perspectives Audio Series
Summary: Hear from the industry’s top experts who share their opinions on where the economy and markets are headed, helping you to better plan for the financial well-being of your clients. By subscribing to this podcast you will receive the most up-to-date information to provide you with the competitive edge needed to succeed in the financial planning industry.
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- Artist: College for Financial Planning
- Copyright: College for Financial Planning, Inc.
Podcasts:
A presentation on how origin stories can be applied to advisors and clients. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
A presentation focusing on financial planning strategies involving same-sex couples. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
A presentation focusing on retirement planning strategies. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
A presentation focusing on financial planning for underserved populations. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
A presentation focusing on financial planning expectations and strategies for different generations. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
A presentation focusing on utilizing behavioral economics during the financial planning process. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
A presentation focusing on health care reform and financial planning. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
A presentation focusing on finding sources of hidden wealth for your clients. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
Managing your online risk in the age of tweets, wikileaks, and cyber threats. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.
A detailed look at behavioral finance and the psychology of money relative to your clients. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.
An overview of tactical asset allocation and alternative methods for portfolio construction. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.
A bird’s eye view of health care reform and what it means for you and your clients. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.
Examining inter-market risk in addition to external forms of risk. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference
Learn how you can help your clients balance their planning with their extended family. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.
A fascinating look at where financial planning is headed and how to maximize opportunities coming to advisors. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.
