Online Now: Read the September 2017 Let's Make a Plan Newsletter

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Online Now: Read the September 2017 Let's Make a Plan Newsletter

Sep 08, 2017

Read the latest "Let's Make a Plan" eNewsletter, featuring articles about the importance of a well-planned estate, what type of adviser is right for you, steps to early retirement, and financial planning tools and tips. From the September 2017 newsletter:

  • Ways to Manage Risk Amid Low Volatility
  • How to Determine the Right Advisor for You
  • Working with a Financial Planner: 5 Things to Consider
  • Don’t Let Fear of Finances Impact Your Retirement
  • Who Will Manage Your Estate When You’re Gone?
  • Advice for Couples Mismatched About Money
  • Tips for Traveling if You’re Short on Cash
  • Financial Confidence: A Young Woman’s Perspective
  • Raising Financially Savvy Kids
  • Choosing a Guardian for Your Children

Read the September 2017 Let's Make a Plan Newsletter

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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