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This slide show is adapted from a presentation Ron Muhlenkamp delivered at the May 2005 Financial Planners Association (FPA) Retreat. FPA's individual members include financial planners and brokers, accountants and attorneys, along with a broad range of others who champion the financial planning process. FPA's charter is to "offer services and resources designed to help the public understand the importance of the financial planning process and the value of objective advice." In the spirit of the FPA charter, we offer an adaptation of Ron's presenatation to assist the public and, in particular, anyone having conversations with financial advisers. This presentation is a slide show with commentary. Please send us your questions or suggestions so that we can improve upon the presentation in this format. Sincerely, |
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