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  • Why is financial planning important? 
  • What are the key components of a financial plan?
  • What are some do's and don'ts when discussing cash-flow modeling with clients?
MDRT
MDRT
Jun 7, 2021

MDRT financial planning guide

Why is financial planning important? What are the key components of a financial plan? Do you discuss cash-flow modeling with clients? MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, possessing more than 130 years of combined experience as financial planners, advise on crucial aspects to know about financial planning. 

Financial planning
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MDRT

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