Fran Goldman joined ACP in 2010 and opened her financial planning practice, Frango Financial, in Washington, DC, on January 1, 2011. Fran came to financial planning after a career in the federal government and as a CFO of several nonprofit organizations. Her practice focuses on working professionals, many in government or the nonprofit sector – singles, married couples, and nontraditional families ranging in age from late 20s to early 70s.
John Einberger has been in the financial planning business for 27 years and a member of ACP for 16 years. John began his professional career as an entrepreneur, starting four companies and growing them to the point they could be sold or merged. Tiring of the responsibility of ownership, he started on his last company, Mutual Advantage, where he thrives helping Middle America get all the life they can out of the money they have.
Description:
An Investment Policy Statement is a core component of a comprehensive financial plan. Until recently, the ACP system did not include an Investment Policy Statement. In October 2014, the ACP Board approved a template for an ACP Investment Policy Statement that is consistent with the core ACP system, including the pyramid, the financial life cycle, and the endogenous risk profile. Fran Goldman and John Einberger from the System Committee will introduce the approved IPS template for ACP members and discuss how to adapt and use in their own practices.
Learning Objectives:
- Understand how an Investment Policy Statement establishes a clear, written understanding between the Client and the Advisor regarding the investment objectives of the Client’s portfolio.
- Learn how the ACP template for an Investment Policy Statement incorporates key components of the ACP System.
- Learn how to incorporate an Investment Policy Statement into your practice and how to adapt the template to meet the unique requirements of your firm.
1 NASBA CE Specialized Knowledge
1 NAPFA CE – Investments
1 CFP CE - Investment Planning - Pending
To register for this webinar please click on the below link:
https://attendee.gotowebinar.com/register/120481550386321410