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Technical

Meeting the financial planning challenges of the future

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Courtney L. Vien | Free | AICPA | 01 Sep 2015 | Journal of Accountancy

Practice management & professional standards
Foundational
Article

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In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.

Topics covered:

Tax: Technical: Practice management & professional standards, Foundational
Personal financial planning: Technical: Estate planning: Incapacity & postmortem estate planning, Foundational
Personal financial planning: Technical: Risk management & insurance planning: Medical expense & long-term care insurance, Foundational
Personal financial planning: Technical: Retirement planning, Foundational
Personal financial planning: Technical: Practice management & professional standards, Foundational

Technical

Meeting the financial planning challenges of the future

Comments/Reflections

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