Financial Plans for Your Clients: A Financial Planning Presentation
IFB Member: $19
Non-Member: $24
Join seasoned financial planner, Kenneth Doll, as he shares his journey from investment and insurance advising to full-time financial planning, motivated by his struggling to find reliable financial planning options. During this session, Kenneth will dive into the concept of fee-only financial planning, emphasizing its holistic approach encompassing taxation, investment, estate, and retirement planning. He will go over the various financial planning software available, compensation structures, the six-step financial planning process, as well as the benefits of this comprehensive strategy for both the broker and the client.
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