Focus on Intergenerational Planning

Post-transition planning is something of a new frontier in financial planning. Barb Culver talks about the importance of helping clients ensure that their financial legacies - and their values - are passed on successfully.

Journal of Financial Planning - Between the Issues

Barb Culver's review of the new book, "So What? How to Communicate What Really Matters to Your Audience," by Mark Magnacca, appeared in the current issue of the Journal of Financial Planning's Between the Issues. Barb appreciated the book's effort to get people to change the way they look at things (in this case, how they communicate with others). Read the review.