TITLE

Reader Spotcheck

PUB. DATE
January 2000
SOURCE
Journal of Financial Planning;Jan2000, Vol. 13 Issue 1, p29
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents results of various surveys in the United States related to the opinion of financial planners on some issues as of October 21, 1999. One of the surveys focused on the percentage of clients that have a planned giving strategy either in place or being prepared. Another survey discussed that does one has in place his own business succession plan. A survey was related to the rate of the current business climate for the practice of financial planning.
ACCESSION #
2711346

 

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