Hello Harold: Volume 1

Harold Evensky was dubbed the "Dean of Financial Planning" by Don Phillips, CEO of Morningstar, and is largely seen as one of the top fee-only financial planners in the country. Evensky's legacy to the industry is seen through his personal appearances to adviser organizations and his development of codifying his successful practice style through literary works. He has addressed conference throughout the United States, Canada, Europe, Australia, Asia, South Africa, and the United Kingdom. Evensky is frequently quoted in number of financial trade publications, newspapers, internet articles, Blogs, and magazines. Evensky is a contributing writer for Financial Advisor Magazine and The Asian Financial Planning Journal, research columnist for the Journal of Financial Planning, and a member of the editorial review board of the Journal of Financial Planning. He wrote the books Long Term Health Care and Wealth Management. He has also co-edited two books with his business partner and wife, Deena Katz, titled The Investment Think Tank: Theory, Strategy, and Practice For Advisers and Retirement Income Redesigned: Master Plans for Distribution by Bloomberg Press) where he also wrote a chapter for each. In addition to his literary works in the field of Financial Planning, Evensky served on a number of different financial advisory boards, including as chairperson of the TIAA-CREF Institute Advisory Board, the International CFP Council, the CFP Board of Governors, the CFP Board of Examiners, and the CFP Board of Appeals, as well as a member of the national board of the International Association for Financial Planning (IAFP) and the Charles Schwab institutional advisory board and council. Currently Evensky is a member of the Financial Planning Association, the Academy of Financial Services, The CFA Institute, and as an association member of the American Bar Association. He is also a co-founder of the Alpha Group, an association of senior investment advisors. Book jacket.