August 18 Quarterly Education Meeting

Thanks for joining us!

Below are links to our speakers presentations from yesterday. 

Advanced Planning Ideas for Stock Compensation for Years RSUs Vest, Dan Zajac



How Real Retirement Spending Patterns Change Traditional Retirement Withdrawl Strategies, Dr. Derek Tharp
See Dr. Tharp's resources here. 

Meeting Client Demand for Sustainable Investing, Bill Burckart



Policy-Based Financial Planning as Decision Architecture, David Yeske



The little things you don't know can cost you big with the CFP board, Kim Chavers