Retirement Planning

  1. Professional Advisory Services
    1. Types of Financial Professionals
      1. Certified Financial Planners
        1. Registered Investment Advisors
          1. Certified Public Accountants
            1. Estate Planning Attorneys
              1. Insurance Professionals
              2. Fiduciary Standards
                1. Fiduciary vs. Suitability
                  1. Best Interest Standards
                    1. Conflict of Interest Disclosure
                    2. Advisor Selection Process
                      1. Credential Verification
                        1. Fee Structure Analysis
                          1. Fee-Only Advisors
                            1. Commission-Based Advisors
                              1. Fee-Based Advisors
                              2. Interview Process
                                1. Reference Checking
                                2. Working with Advisors
                                  1. Communication Expectations
                                    1. Regular Review Meetings
                                      1. Performance Monitoring
                                        1. Relationship Management

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                                      10. Estate Planning Integration

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                                      1. Foundations of Retirement Planning