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First and foremost, we’re excited to announce that, effective immediately, all of our Nerd’s Eye View blog and recorded webinar CE from 2022 (and all future CE) is now eligible for the new IAR CE requirements.
CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.
Terms like “Wealth Manager,” “Financial Advisor,” and “EstatePlanning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.
Hosted by: Jennifer Bush , CFP®. . ~30-45 minutes. Recorded and able to retrieve for one week. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Register here! Parenting Aging Parents. Guest commentators: Mike & Kim Barnes. Parenting Aging Parents. We have all heard the phrase “sandwich generation”.
Passing on Your Legacy: Planning for Smooth Asset Transfer Hosted by: Vida Jatuils , CFP® & Anna Sergunina , CFP® Guest: Barry W. Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estateplanning expert Barry W. About Barry W.
That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estateplanning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.
Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. After all, if your services include coordination with their estateplanning, insurance, and more, you need to have a secure way they can share that data with you.
During the Great Recession, advisor Lauren Pearson, CFP®, would lie down under her desk to relieve stress in between client calls. You can also register for our webinar on Thursday, December 1 at 2:00 p.m. We’ll role-play an estateplanning scenario to offer insight into how to apply counseling techniques in your practice.
You never know when you’ll encounter that portion of the population that would rather get a root canal than make an estateplan. The good news is that there are many helpful resources for anyone who needs to assist in estateplanning discussions. Attendees will be eligible to earn 1 CFP® CE credit.
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