March / April 2026 • www. fa-mag. com
What To Do With A Depressed Client
How can you talk with retirees who feel they’ ve lost purpose?
Are You Doing International All Wrong?
The risk of investing overseas isn’ t what you think it is.
How Well Do You Know Roth Conversions?
This man wants to test you.
KNOWLEDGE FOR THE SOPHISTICATED ADVISOR
Women In Planning
The advisory world is changing, and its female leaders know that more than anyone.
Kristen Bauer CEO LNW Seattle