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Financial Behavior in Retirement Summit: The Battle Royale Over Standards

November 17, 2009

Click here to see the entire podcast library from our Financial Behavior in Retirement Conference

Leading watchdog organizations discuss standards of practice for financial planners and advisors. These critical issues must be implemented into every planning practice in order to not only comply, but to succeed in the marketplace. A must-attend final session!

 

Moderator:

Harold Evensky, CFP®

President

Evensky & Katz

 

Panelists:

Marilyn Capelli Dimitroff, CFP®

2009, Chair, CFP Board of Directors

CFP Board of Standards, Inc.

President

Capelli Financial Services, Inc.

 

Ivan Knauer

Partner, Commercial Litigation Practice Group

Pepper Hamilton LLP

Click here to Download Podcast


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