Quoted in The July 2015 NAPFA Advisor

I was recently quoted in the July 2015 issue of the NAPFA Advisor, by author Jennifer Lazarus in her “Efficient Planner” column. Jennifer’s topic is all about attending financial planning conferences, but she spotlights a few planners and talks a bit about how each approach attending industry events. It’s an interesting insight into how a good financial planner improves their skills and stays on top of industry trends. [More]