004 2009Nov04b

David Ingram continues his conversation with Fred Snyder about personal financial planning and Fred's ongoing series of talks and radio shows that bring his background to the task of helping his clients and the general public learn.
"Would the real financial planner please stand up?" How many of the people who "peddle product" are really financial planners?
How can you be a planner if you don't give your client a written financial plan?
"Enjoy some wine and nuts with Bill and Hillary" - have fun with your money as Fred says.

Category:

Education

Tags:

• tax
• finance
• personal plan
• financial plan
• tax deductible mortgage
• hillary nut cracker
• bill cork screw