TITLE

3 Speakers to Keep on Your Radar

PUB. DATE
November 2008
SOURCE
Journal of Financial Planning;Nov2008 Make History Supplement, p8
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article describes three individuals who will speak at the Financial Planning Association (FPA) Boston 2008 conference in Boston, Massachusetts in October 2008. Joni Youngwirth, managing principal of practice management for the Commonwealth Financial Network, is introduced, noting her good reputation in the financial planning industry and her rank of first lieutenant in the U.S. Air Force. Massachusetts Army National Guard Lieutenant Colonel Michael S. Finer is introduced, describing his application of principles from war to the practice of financial planning. Harvard University negotiation expert Daniel L. Shapiro is also introduced, discussing his efforts to encourage emotional management when discussing financial matters with clients.
ACCESSION #
35650307

 

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