Featured Jobs
|
3(16) Retirement Plan & Customer Liaison Compass
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
BPAS
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
Regional Vice President, Sales MAP Retirement
|
|
MAP Retirement
|
|
Pattison Pension
|
|
DWC - The 401(k) Experts
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
Sentinel Group
|
|
Pension Investors Corporation
|
|
MAP Retirement
|
|
Retirement Relationship Manager MAP Retirement
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Developing a One-Page Financial Plan and Its 'Technical Appendix'
Nerd's Eye View 
July 2, 2021 "[T]he full financial plan is incredibly important. The breadth and depth of the work that financial planners do cannot fit on one page. But it's equally important to acknowledge that the full financial plan becomes 'outdated' the instant that a client walks out of the presentation meeting, and in the end, most clients simply can't absorb the full extent of numbers and details that are encapsulated in a comprehensive financial plan." |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |