I sent this to my subscribers yesterday, but think it's important enough to share more broadly even though it may only apply to a few of you.  Deadline to enroll is February 18.

I sent this to my subscribers yesterday, but think it's important enough to share more broadly even though it may only apply to a few of you.  Deadline to enroll is February 18.

This may NOT apply to many of you that work for larger firms.  However, for those at smaller firms, this could be a valuable opportunity.

No matter where you work, you want to make sure there is adequate disability coverage for you and your clients.  My experience is most of my students have NO idea how much disability coverage they have. Not good.

I wanted to remind friends in the Boston area that the day-long CFP Education Extravaganza is coming up next week, October 21, at the Marriott Courtyard in Norwood, MA.

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).

The Supreme Court ruled Friday that same-sex couples have the right to marry nationwide, freeing gay couples from complicated legal and financial planning.

“Their hope is not to be condemned to live in loneliness, excluded from one of civilization’s oldest institutions. They ask for equal dignity in the eyes of the law. The Constitution grants them that right,” the 5-4 Obergefell v. Hodges decision read.