We hear that the future is bright for personal financial planning services, but that is true only of advisors who are capable of offering a comprehensive service package, and who are adequately preparing for a rapidly-changing future. This session will discuss holistic planning services, the increasingly personal ongoing relationship and the tools that can help you leverage your time and expertise.
MSFS, MTAX, CFP, CLU, ChFC, RH,
Chief Financial Planning Nerd,
Nerd's Eye View