This presentation was delivered at the 2013 Financial Planning Association Annual conference.
You can view brief YouTube clips of the original presentation […]
By Betty Meredith, CFA, CFP®, CRC®
Director of Education and Research, InFRE
The financial planning industry is not ready to help the middle market make informed retirement decisions when they need it most.
In my April, 2013 article in the Journal of Financial Planning (Still MIA: Comprehensive Best Practices for the Mid-Market), I referred to […]
Other past issues (earn CE for 2017, 2016, 2015 issues only)
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This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE. Read the entire issue and pass the online quiz to receive continuing education credit.
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