Practice Foundation: All Day Case Study

C (5)
C (5)
Main
10/21/2015
9:35 AM - 5:00 PM
The centerpiece of the program is the Case Study on Day One. The Case Study is fairly complex so that you can gain insight into the technical issues included in a comprehensive financial plan. You will receive an advance copy of the case for review.


During the Case Study presentations, two NAPFA members will walk you through the case – explaining what they did and did not choose to recommend for the client. Our presenters prepare their Case Study plans independently – so you have a chance to see how their analysis and recommendations might differ. They are often likely to use different financial planning software too, so you’ll gain some insight into the range of products available to planners.

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