Thanks so much for coming to my presentation for the FPA Central New York 2015 Event!
Presentation Materials:
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials
Marginal Tax-Rate Chart for 2015
IRS Notice 2014-54 Acquiesces on Splitting After-Tax 401(k) Contributions for Roth Conversion
Should Equity Exposure Decrease in Retirement, Or Is a Rising Equity Glidepath Actually Better?
Accelerating the Rising Equity Glidepath, With Treasury Bills as Portfolio Ballast?
"Future of Financial Planning" Reading List
Real-Time Collaborative Financial Planning and the Evolving Role of the Financial Advisor
3 Ways the Digital Age Will Change Financial Planning in the Next 10 Years
Growing a Planning Firm in the Digital Age: The Rise of Inbound Marketing
The Delivery of Financial Planning in the Digital Age