Part of our conference recap series

We chatted with Dr. Nathan Harness about the capstone course he developed at Texas A&M University, along with Karis Jochen, one of his students who recently completed that capstone. Many of us never had to go through a capstone course, so this is a chanc

A recap of the recent NAPFA national conference

Yes really

Conference recap

The meta-episode

CFP CE Credit Eligible!

Yes really. Powerpoint with no visuals.

The story of everyone's favorite D-List financial planning celebrity

We are truly living in the future