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 have partnered with Stockton University to offer a Fast Track CFP® Certification Professional Education Program. Classes begin in August in Mt. Holly, NJ and will complete in time for the March 2018 CFP® Exam. The program consists of seven courses and classes normally meet for one four-day period per month for seven months. Upon completion of the educational courses, students are eligible to take the CFP Board Examination in March 2018.
I wanted to share the schedule for the CFP Certification Prossional Education Program that I'm teaching for Stockton University in Mt. Holly, NJ. Of course, individuals looking to earn their CFP® certification must successfully complete a CFP Board-approved educational program like the one given by Stockton University.
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.
In case you missed it, below is a comedy sketch from John Oliver from HBO’s “Last Week Tonight”. Your clients/prospects may ask you about it so I want all to have seen it. It is about 20 minutes long but worth viewing. Yes, it is funny and irreverent but it does paint our entire industry (even those like you that are doing it right) with a broad, negative brush. It is a window into the perception that many people have of us.
The following article appears on PlanSponsor.com. Americans are concerned not only with retirement, but also with unexpected heath care costs, unemployment, student loan debt, and other day-to-day expenses. What are you doing to ease your clients' financial anxiety? Are you talking with your clients about their short-term and long-term goals and the sources of their financial anxieties?