Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University joins us to discuss the past, present and future of financial planning.
We are excited to have Elissa Buie join us to discuss what is financial planning. She has quite literally wrote the book (or at least 17 chapters) of the CFP Board’s Financial Planning Competency Handbook.
For this episode we have a treat. Dr. Dave Yeske, CFP® was kind enough to send us a recorded speech by one of the founders of our profession – P. Kemp Fain, Jr.