Learn about Investment Policy Statements at FPA Retreat
February 8, 2010
IPS AdvisorPro® co-founders Norm Boone, MBA, CFP®, and Linda Lubitz Boone, CFP® will be speaking on:
After the “Crisis”: Managing Client Expectations Using Investment Policy Statements
When: April 22–25, 2010
Where: Hyatt Regency Hill Country Resort, San Antonio, TX
An IPS Pro: Norman Boone’s expertise on investment policy statements powers his software product-and his advisory practice.
February 4, 2010
February 1, 2010
Norman Boone has an impeccable resume. Founder and president of Bay Area-based Mosaic Financial Partners, Boone earned his CFP certification in 1984 after an undergraduate degree from Stanford and an MBA from Harvard. He served in the first class of directors elected to the national board of the FPA. And he has been included as one of America’s Best Financial Advisors by the Worth/Robb Report every year since the list’s inception in 1994. Read more
