At Schultz Financial Group, we look forward to springtime for several reasons: warmer temperatures, budding trees and flowers, and financial planning conferences. In May, we were fortunate to partake in two conferences in San Diego with a variety of educational sessions, keynote speakers, and networking opportunities. Alyssa and Kaleigh attended the Institute of Wealth &
Posted ByThe Heckerling Institute on Estate Planning has long been recognized as the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities to estate planning professionals. In May 2021, Alyssa virtually attended the 55th Institute. Alyssa enjoyed learning about proposed and existing legislation as it relates to estate planning from some
Posted BySchultz Financial Group and our advisors have been long-standing members of The National Association of Personal Financial Advisors (NAPFA) and attendees of NAPFA Connect. NAPFA is the country’s leading professional association of fee-only financial advisors. NAPFA hosts several conferences and events to provide continuing education to its members. However, this year the in-person conference was
Posted ByThe National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In May, Alyssa and Clarissa had the opportunity to attend the conference in Austin, TX. They enjoyed keynote speakers, networking opportunities, and a wide variety of educational programs. Some key takeaways from the conference are outlined in this post.
Posted ByThe Investments and Wealth Institute’s flagship event is their Annual Conference Experience (ACE). This conference offers four days of exposure to “the sharpest thinkers and practitioners: blending Ivy League quality education with practical application.” Alyssa had the opportunity to attend ACE this May in Las Vegas.
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Paramedics Share One Tip That May Save Your Life
advisorstream.com
When paramedics arrive at an emergency, they have to gather information, quickly and under chaotic circumstances. Scrambling for identification or medications “eats up time,” said Anthony Almojera...
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advisorstream.com
The rise of the “pet directive” lets anyone plan for their animals, not just the wealthy.
Why Everyone Needs a ‘Digital Death-Cleaning’ Plan
advisorstream.com
Nobody wants to leave heirs a confusing collection of files they can’t open, accounts they can’t access and assets they can’t locate.
The Blood Tests That Can Flag Your Hidden Heart Disease Risk
advisorstream.com
Doctors say these tests can offer a better indication of potential problems than some better-known measures.
The Main Concern Of Most People Approaching Retirement Is Not Money
advisorstream.com
Meaning is more important than money and significance is more important than success.