Week 4 : Financial Planning II
Outline:
Financial Planning Part 1 & 2 – Cuthbertson
Financial Planning – Laura Tarbox
Documents:
Is modern portfolio theory all bunk
50 Ways to Improve Your Finances in 2012
10 Ways Boomers Can Avoid Savings Shortfalls in Retirement
Ticklish topics for every parent
Six perennial mistakes retirees make
Real estate may need renovation but is still a good diversifier
Protecting families from their wealth
Helping kids with goals and their money
Asset allocation is as much an art as a science – understanding risk
Happiness – will money make you happy?
Market skid may prompt Roth IRA do-overs
That retirement calculator is lying to you and your clients
Volatile markets push investors to seek second opinions
Clients clamoring for alternative investments
Every adviser should be invested in alternatives
Workshop Videos:
Part 1:
Part 2:
Part 3:
Part 4:
Part 5:
