Richard Newman

Richard
Newman
Richard Newman, CPA, PFS, AEP, CAP and founder,
Life Audit Professionals, LLC and MYLIFEGIVING, LLC., Boca Raton, Florida
Articles
Engage Your Clients in Legacy Estate Planning
Want to have a positive billion-dollar impact on the world? Richard K Newman and David R. Foster discuss how to engage your clients in legacy estate planning.
Planning for the Needs of Exceptional Children
Special needs children face unique challenges as they transition into adulthood, attempt to gain functional independence, seek to become productive members of society and, eventually, have to face these challenges without their parents.
Are You Practicing Smart Marketing?
As 2012 drew to a close, wealth management professionals were inundated with business from families waiting until the last minute to take advantage of the estate-planning opportunity of a lifetime. But now that the dust has settled, and we’re well into 2013, are you still just as busy or has the momentum fizzled?
Industry Newsletters
Investment Category Sponsor Links

 

Sponsored Introduction Continue on to (or wait seconds) ×