Noted Estate Planner Takes His Practice On The Road To Reach The Chronically Ill
- Created: Monday, 14 March 2011 19:51
Shenkman and his wife Patti, who has multiple sclerosis, will be driving from New Jersey to Florida over the next few weeks in a big RV and stopping at various points to run seminars and online presentations for people living with MS, Parkinson's, chronic obstructive pulmonary disease and other long-term conditions -- along with the advisors who are or could be making their financial lives better.
Continuing education credits are possible for advisors who participate, and of course attendance is a great way to meet Shenkman and pick his world-class brain.
But the real opportunity here is to see whether an advisory firm with a little spare capacity and a philanthropic urge couldn't apply Shenkman's example to help underserved people in their own community.
Maybe those underserved markets could be impoverished retirees. Or military families. Single moms. Volunteer firefighters, ambulance drivers, schoolteachers. Just pick a niche and the rest takes care of itself.
This Website Is For Financial Professionals Only
- Talk To Local Contacts About The Math Behind Retirement Investing
- NPR Reports On “The Personal Finance Industrial Complex” And Says The Only Person You Should Trust With Your Money Is Yourself
- Write Your Own News Releases, Become Known Locally
- Goldman Sachs Defector's "Toxic" Resignation Could Be A Rallying Cry For Client-Focused Advisors