Category: General Financial Planning (page 2 of 2)

NAIFA LA: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size

NAIFA LA Meeting: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size The owner’s financial service business is required to meet industry compliance, as well as the owner’s retirement, needs to exit successfully. To do so, they often rely on appraisers or financial intermediaries to facilitate the exit or succession transition. The […]

Entrepreneur? Business Owner? You Face More Complex Retirement Planning

Chien, C.-L. (2020, Feb 12). Entrepreneur? Business Owner? You Face More Complex Retirement Planning. TheStreet: Retirement Daily.

Interviewed with our proud alum Mr. Juan Ros, CFP, AEP

Juan Ros discusses his career, his job as a Financial Planner at Forum Financial Management and gives advice to others.

Blockchain and Cryptocurrency – Jeffery Lang, PhD Candidate, MS, CFP®, ChFC, CLU

Jeffrey Lang blockchain, cryptocurrency, bitcoin and how technology is changing banking.

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