Mitchell Kraus, CFP®, CAP®, CLU®, ChFC®, is a registered representative with, and offers securities through, LPL Financial, Member FINRA/SIPC. He has been helping clients plan for their financial future since 1993. He and his father, Arthur, established Capital Intelligence Associates in 2003 as a comprehensive resource for independent, unbiased advice and trusted financial guidance. Mitchell.Kraus@wcinput.com
Your clients can pass on more than money to their children. Read More >
Christopher P. Woehrle, JD, LLM, is an assistant professor of taxation and The Guardian/Deppe Chair in Pensions and Retirement Planning at The American College and a subject matter expert on and champion of the ChFC® program.
Supported by an internal advisory group of faculty and other program experts, extensive work has gone into reshaping the ChFC® curriculum to address practical planning applications for business owners, special needs clients, and nontraditional, divorced and blended families. In response to survey results... Read More >
David K. Smucker, MSM, CFP®, CLU®, ChFC®, has been in advanced consulting and sales with Nationwide for 24 years, working in executive benefits as well as business and estate planning. Prior to that, he was an IRS auditor for seven years and a practicing CPA for 15 years. He frequently writes for professional journals. David.Smucker@wcinput.com
Consider the following case study, which represents nobody in particular and is meant only to illustrate a point. Read More >
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