Innovations in Financial Planning

June 1998
Journal of Financial Planning;Jun98, Vol. 11 Issue 3, p18
Academic Journal
This section highlights financial products and services available to financial planners and their clients, as of June 1998. The nonprofit American Success Institute offers free business education courses, articles and questions and answers on its Web site. Included in its 30-lesson course, Winning With Small Business, geared for the would-be entrepreneur. Meanwhile, the newly released software by RIA allows estate planners to customize estate planning documents, from wills to engagement letters, as well as planning through what if scenarios. Designed by four of the leading estate planning attorneys in the U.S.


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