Bob attended the Insider’s Forum in San Antonio last week - a gathering of several hundred financial planners that focused on the latest research in practice management and other topics for the advisory profession. Seated at dinner were Joel Bruckenstein, Jean Sinclair (Bob Veres’ wife and co-host of the conference), Bob Veres, Bob Huebscher, Bill Bengen and Barbara Bengen. Read Bob’s article on Bill Bengen’s latest research here.
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