Thanks so much for attending my presentations for the MACPA 2016 Annual Personal Financial Planning Conference!
Further Reading Materials:
- "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
- Why Robo-Advisors Will Be No Threat to Real Advisors
- What Robo-Advisors Truly Threaten to Disrupt: Index ETFs and Mutual Funds, Smart Beta and Algorithmic Investing, Custodians and their Advisor FinTech Ecosystem
- How the "Annuities Should NEVER Go In An IRA" Rule Has Become A Myth
- Owning Deferred Annuities In Trusts And Preserving Tax-Deferral Treatment
- IRS Opens Door In PLR 201330016 For 1035 Exchange By Beneficiary of Fixed and Variable Inherited Annuities