August 2024 NAPFA Advisor Magazine

August 2024 NAPFA Advisor Magazine - Full Issue

NAPFA Advisor

Issue: August 2024

Full Issue

Articles and Authors:

AI Administrative Use Guidelines
By Scott Snipkie
Helping Clients Prepare Their Digital Assets for the Inevitable or Unexpected
By Kate Hufnagel
Working With Pro Bono Clients in Financial Stress
By Cynthia Meyer, CFA^®, CFP^®, ChFC^®
Committing to an Unexpected Niche
By Ryan Derousseau
Technology in Financial Planning
By Linda Leitz, CFP^®

Summary


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