I just got back from my yearly pilgrimage to the Northern California regional conference in San Francisco, which is always one of the best financial planning meetings of the year.
I spoke on "The Seven Keys to the Future" in a breakout session and, to give you an idea of the quality of the meeting, consider that during that same time slot in other rooms they had: Michael Kitces speaking about the next version of "Modern Portfolio Theory"; my former co-worker/analyst Margie Carpenter presenting her research about the risk/return characteristics of emerging market equities and how to change your global allocations based on a combination of each country's percentage of global population, percentage of global GDP, projected overall economic growth and other factors; Ed Jacobson on appreciative financial planning; ActiFi's Spenser Segal (RoadMap) on selecting technology for your practice and Jerry McCoy, who may still be our best technical speaker on planned giving and charitable planning.
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