May 21, 2019
It's all about a happy life! Hear how Glenn Frank helps clients and encourages advisors to consider client happiness as part of what financial planning should really consider. Glenn gives some thought provoking questions and insights for advisors in the practice of Financial Planning. Karen Van Voorhis, FPA MA's Women's Initiative director, shares a little about all the great things happening uniquely for women planners in our area. Our FPA MA partners, Nationwide, review some of their great tools for advisors looking for low cost options when their clients have annuity assets or a need for guaranteed income. Join us!