In Case You Missed It:

The CFP Board of Standards is making it easier for investors to spot financial advisors with a questionable past. The change came a day after The Wall Street Journal reported that the Board was not disclosing the disciplinary history of CFP practitioners on its consumer website LetsMakeAPlan.org.

Here's another Video Insights for you. Here I am discussing how the new Tax Cuts and Jobs Act effects divorce and alimony.  Hope you like it (and my classy t-shirt)!

As always, be sure to leave your comments and suggestions.

"See" you on the next video.

Brett

Earlier this week we officially announced my "Retirement Bootcamps" coming up in Philadelphia (May 2} and in the Boston area (May 9).  I've held similar events - or as I like to call them, "Extravaganzas!" - in the Philly area, but this is the first time that I'll be doing it in the Boston area, so I am really excited about that.

It’s July and Fall college semesters start in a month or so.  And while parents are shopping for dorm necessities, they are also fretting about how they are going to pay tuition for the next four (or more) years.  One of my favorite quotes from a parent of a college student is that “paying tuition is like buying a luxury car every year and then immediately driving it off a cliff.”  That is how most parents feel.  The expense is daunting and there is no immediate ROI.

Read this today's Wall Street Journal and had to share.  So who here is focusing on a niche market and how has your experience so far?  Feel free to comment below.

Financial Advisers Focus on Niches to Grow

More than half of advisers in a survey said they plan to add new niches as part of their growth strategy

Just a reminder, folks, that my one day CFP Continuing Education Extravaganza in Philadelphia is next week, September 29th.  And, I have been asked this a lot recently, yes, Pope-Ageddon will be over by then and all of the road closures and restrictions in and around the city will be reopened.

We have a full day of speakers and classes planned and with that you will earn:

I wanted to announce that I will be holding two, full-day CFP Continuing Education Extravaganzas soon.  The first is September 29th in Philadelphia, PA; the second is October 21st in Boston (Norwood), MA.

Both are worth 10 CFP CE credit hours and 2 hours of CFP® Ethics CE credits, as well as 10 Insurance CE credit hours for MA, PA, NJ, DE, MD, VA, and DC at the Philadelphia event, and CT, RI, VT, and NH in Boston (Insurance licensees only).