Amie Agamata is a Certified Financial Planner in San Diego, Calif. Amie serves as the NexGen President for the Financial Planning Association of San Diego and is a member of the FPA Retirement Income Planning Advisory Council. She may be contacted at amie.agamata@innfeedback.com.
Here are four tips to help prepare for conference season. Attending conferences is more than just networking.
It’s overwhelming to join any association because there are typically a lot of resources available to you, so you don’t know where to start.
However, state auto-IRA program assets have increased nearly three times since December 2020; over $450 billion in total assets and close to 520,000 funded accounts in OregonSaves, Illinois SecureChoice, CalSavers, and MyCTSavings.
Financial planners have an opportunity to change communities and help create a retirement-ready nation through leadership in the retirement plan niche.
Why are some people either for or against whole life insurance? It’s not a religion. It’s not something you believe in or don’t. It’s an insurance product and its important clients understand all their options despite the advisor’s personal opinion.
