2008

October

Executive Benefits

Advising executive clients about their employee benefits has broadened and grown more complex than merely reviewing stock options. Planners need to better understand and incorporate these critical benefits in order to better serve their clients.

November

Practice Management

What makes a financial planning practice successful? It's often a combination of factors: five-star client service, hiring and retaining top-notch employees, efficient business operations and a planner's attention to his or her own professional development.

December

Elder Care

An aging population of baby boomers and increased life expectancy make elder care a critical issue that's on the minds of financial planners and their clients. We'll talk with planners and experts to explore trends and developments.