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