Category Archives for Writings

Economists Rebuke Proposed Tax Plan

11 months ago

Death and taxes, right? And we only one have any ability to negotiate with the latter. Economists and The Proposed Tax Plan I received an email from the Sanders Institute and Dr. Stephanie Kelton, an admired family friend who has some of the most innovative ways to understand money and economics I’ve ever learned.  She […]

Renewed from FPA NexGen

A few weeks ago, the profession’s brightest and boldest young planners gathered in Naperville, Illinois to learn what it was like To Think… Like a CFP® as a community.  It was humbling and inspiring.  This was my 5th gathering and I’ll be sad if it’s my last. I was able to see my sister, Natalie Wagner, […]

E17 | 5 steps to a great writing process

Scott Wentworth knows how to write.  He’s made a career out of it and uses those skills to help planners. Growing from a necessity to a passion, now Scott is the CEO and Founder of Wentworth Financial Communications.  His firm is dedicated to compliant writing for financial service firms. You can use his strategy whether […]

FPA NexGen Gathering 2016

a couple of years ago

A storm descended on Dallas Texas this weekend.  110 of the brightest up and coming minds in the financial planning profession met at the University of Dallas Texas in Richardson for the annual FPA NexGen Gathering conference. This was my 4th year attending.  At the end of each year I feel exhausted and energized, looking forward […]

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