Highlights of Upcoming Masters Retreat

September 1999
Journal of Financial Planning;Sep99, Vol. 12 Issue 8, p10
Academic Journal
The article offers information about the 1999 CFP Masters Retreat, which will be held from September 30 to October 3, 1999 at the Resort at Squaw Creek, in Lake Tahoe, California. Margaret Wheatley of Kellner-Rogers & Wheatley is included in the list of speakers and advanced educational sessions. Her presentation addresses the trend toward individual autonomy and implications for the financial planning profession. Jeffrey Ellis of Ellis Hamilton will outline the basics of scenario learning and give guidelines for integrating such techniques in everyday practice.


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