I “grew up” professionally at the FPA Retreat, an annual meeting of the best financial planners in the nation. This year was the 27th annual Retreat and was my 22nd. At the Retreat I’ve learned the skills of financial planning from the best: Eileen Sharkey, Kemp Fain, Bill Carter, Tim McDermott, Avery Newmark, and a host of other brilliant professionals.
So I was honored when I was asked to speak to this year’s attendees. My topic was “Who’s Planning for the Planner?”
I will be presenting on this topic again at the Money Quotient conference in September.