With all of the continual changes that are taking place in the financial planning world, it is imperative that we stay current. One great way to do this is through attending the Financial Planning Association (FPA) conference which was held in Orlando this year.
Through the conference we were able to see areas such taxes, estate planning, technology, retirement planning, regulation, long term care, and health insurance be discussed in a condensed format. Our goal is to take these convoluted changes that are occurring and convey them to our clients in a factual, summarized format.
With all of the misinformation that is often readily presented to people, it is important that our clients know they can contact us for a concise answer as to how these items will actually affect them.
The following is a summary of our visit to the FPA conference.