The results are in for FPA's first ever video competition on "How NOT To Do Financial Planning", and congratulations to Dave and Rob Daline of Minnetonka, MN, for their winning video "Winston the Pug."

Friday, October 17th, 2008 Posted by Michael Kitces in Planning Profession | 1 Comment

Continuing the fiduciary financial planning momentum created by the CFP Board's release last year of their updated Standards of Professional Conduct, the FPA has promulgated one of the first formal statements of a "Standard of Care" for the delivery of financial planning services - a step that many consider to be crucial for financial planning to become widely recognized as a profession. But is the planning community really ready to go where this road leads?

Wednesday, October 15th, 2008 Posted by Michael Kitces in Planning Profession | 1 Comment

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Out and About

Monday, April 28th, 2014

Safe Withdrawal Rates: Mechanics, Uses & Caveats @ St. Louis Estate Planning Council

Thursday, May 1st, 2014

Cutting Edge Tax Planning Developments & Opportunities @ NATC Annual Meeting

Saturday, May 3rd, 2014

Setting a Proper Asset Allocation Glidepath in Retirement Understanding the New World of Health Insurance @ FPA Retreat 2014

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