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

News & Events



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

Oct 04, 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 October 2017 newsletter:

  • On World Financial Planning Day, 9 Questions to Help You Find a Financial Advisor
  • When Planning for Retirement, Who Should You Hire to Help You?
  • Extend the Life of Your Portfolio in Retirement
  • Retirement: Balancing Risks and Rewards
  • How to Successfully Split Expenses With Roommates
  • How to File Insurance Claims After a Natural Disaster
  • Women & Money: What to Consider After a Divorce
  • Keep Up Your Financial Fitness
  • Time to Talk With Your Kids About Money
  • Set Your Kids Up For Success With Their Summer Earnings

Read the October 2017 Let's Make a Plan Newsletter

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Speaker's Bureau
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.

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.