Learn how you can help your clients balance their planning with their extended family. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

A fascinating look at where financial planning is headed and how to maximize opportunities coming to advisors. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Preparing Your Clients for Estate Planning as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

Financial Elder Abuse as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

Applied Integral Finance as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

How to Use Metaphors, Analogies, and Stories to Communicate More Effectively with Clients as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.