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

News & Events



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

Nov 10, 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 November 2017 newsletter:

  • The Big 3 Financial Priorities That Come Before Paying for College
  • Why You Should Be Picky When Seeking Out a Financial Pro
  • Considerations for Business Owners When Choosing a Financial Advisor
  • How to Start Saving For Retirement After 50
  • 5 Steps to Help Pre-Plan Your Funeral
  • New Retirement Account Rules for 2018
  • Drowning in Debt? Here Are Some Strategies to Help
  • Bad Things Happen to Good People: How to Prepare for Medical Emergencies
  • Key Financial Rules for Women Over 40
  • New Parents Should Avoid These Money Mistake

Read the November 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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