Thanks so much for coming to my presentation for the ICA 2015 Presentation!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials
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
Why Robo-Advisors Will Be No Threat to Real Advisors
How To Run a Financial Advisory Firm Like a Robo-Advisor
Marginal Tax-Rate Chart for 2015
IRS Notice 2014-54 Acquiesces on Splitting After-Tax 401(k) Contributions for Roth Conversion
The Kitces Report November - December 2014 Newsletter - Qualifying a Trust as the Designated Beneficiary of a Stretch IRA
Why The Phase-Out of Itemized Deductions Should Not Discourage Charitable Giving