Financial planning's evolution has shifted focus to people, not just portfolios

November 15, 2013 @ 6:47 pm

Runtime: 3:02

Harold Evensky, CFP, AIF Principal and Founder, Evensky & Katz Wealth Management Deena Katz, CFP Chairman and Founder, Evensky & Katz Wealth Management

Exclusive coverage of Charles Schwab's IMPACT 2013 conference from November 10-13 in Washington, D.C.


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