Thanks so much for attending my presentations for the 2017 FPA Illinois CAP Conference!
Further Reading Materials:
- Asset Location: The New Wealth Management Value-Add For Optimal Portfolio Design?
- The Emerging Next Generation of Variable Annuities - An Asset Location Tool?
- Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
- January - February 2014 Newsletter - Exploring the Benefits of Asset Location
- March - April 2014 Newsletter - Advanced Asset Location Strategies
- What Comes After CFP Certification? Finding Your Niche Or Specialization With Post-CFP Designations
- Retainer Fees Vs The AUM Model – Red Ocean Differentiator Or Blue Ocean Opportunity?
- Forget The TAMP – It’s Time For The Turnkey Financial Planning Platform (TFPP)
- Real-Time Collaborative Financial Planning And The Evolving Role Of The Financial Advisor