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    Trends in Pricing

    Presentation These are the presentation materials associated with Deborah Fox’s web seminar where she describes how to charge for personal financial planning services in order to generate a profit.
    Published on August 29, 2012

    Latest Trends & Developments in Long-Term Care Insurance

    Webcast In this presentation, we review the recent trends and developments of “asset-based” long-term care protection
    Published on February 08, 2013

    Latest Trends & Developments in Long-Term Care Insurance

    Audio In this presentation, we review the recent trends and developments as a new form of “asset-based” long-term care protection
    Published on February 08, 2013

    Latest Trends & Developments in Long-Term Care Insurance -- Handout

    Presentation In this presentation, review the recent trends and developments as a new form of “asset-based” long-term care protection
    Published on February 08, 2013

    PFP Trends Survey - 2015 Q1

    Press Release Media release for the Q1 2015 AICPA PFP Trends Survey
    Published on April 08, 2015

    PFP Trends Survey - 2015 Q1 Executive Summary

    Executive Summary Read about CPA financial planner perspectives on their client’s retirement planning concerns in the Q1 2015 AICPA PFP Trend Survey
    Published on April 08, 2015

    AICPA Personal Financial Planning Trend Survey

    Survey Identify current trends CPA financial planners and their clients are facing
    Published on April 08, 2015

    Leadership Update

    Audio Learn llatest trends, strategy, and resources from the PFP Division
    Published on March 03, 2015

    Leadership Update Handout

    Presentation Shares the latest trends, strategy, and resources from the PFP Division
    Published on March 03, 2015

    Inside Information March 2015

    Newsletter Bob Veres provides detailed coverage of many new trends and software offerings at the T3 conference in Dallas, plus an article on potentially a significant opportunity for your business in the 401(k) world
    Published on March 01, 2015

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