Many of our clients are aging. Learn from a fascinating case study presented by Rob Lyman, CFP® of Johnson Lyman Wealth Advisors, based on the actual transition of a client from capacity to incapacity.
In this exciting and colorful event, we will review both the Board's Code of Ethics and Professional Responsibility AND The Financial Planning Practice Standards Plus the Six-Step Financial Planning Process!
Financial Planning Day is a event in which CERTIFIED FINANCIAL PLANNER™ Professionals volunteer to provide free one-on-one counseling to area residents. Financial Planning Day is intended to be a free benefit for the public, and volunteers are not allowed to solicit business, distribute business cards or marketing materials, or follow up with attendees. In other […]
Meeting Description Topic: Sustainable, Responsible & Impact Investing – Implementing your Client’s Wishes Today Nancy Reyes Mullins will review the foundational tenets of SRI investing as contrasted to traditional diversified investment strategies, including how SRI principles and strategies have evolved over time. Learn how to question your clients effectively on their specific SRI objectives, what […]