This monthly section provides practical, valuable content to help new financial planners develop personally and professionally as they work toward their most important career goals.
Next Generation Planner: October 2022
TABLE OF CONTENTS
FEATURED ARTICLE
Insights from the Tax Trenches for NexGen Financial Planners
By Tina Wood-Wentz
YAFPNW
Bridging the Gap: Partnering Effectively with Your Client’s Tax Planner
By Matt Fizell, CFP®