February 2021 NAPFA Advisor Magazine - Full Issue-February 2021 NAPFA Advisor Magazine

February 2021 NAPFA Advisor Magazine - Full Issue

Pdf Summary

The February edition of NAPFA Advisor discusses the importance of estate planning, including the need for regular updates to estate planning documents and the selection of a trustee for a family trust. It also features interviews with financial advisors Wendy Hartman and Ashley Murphy, who share their experiences and insights in the industry. Other articles cover topics such as client retention rates, financial education for teenagers, managing money conflicts, and optimizing client options. The magazine also highlights NAPFA members' appearances in the media, showcasing their expertise.

Keywords

estate planning

regular updates

trustee

financial advisors

client retention rates

financial education

managing money conflicts

optimizing client options

NAPFA members

media appearances