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Learning a few lessons from planning professionals.

Publication: Mississippi Business Journal
Publication Date: 30-APR-07 		Format: Online
Delivery: Immediate Online Access
Full Article Title: Learning a few lessons from planning professionals.(Focus Family Business & Financial Planning)

Article Excerpt
When it comes to financial planning, regrets are commonplace. Even professionals who deal with financial planning every day lament the "things I know now I wish I'd known years ago."

Germaine Weldon of Gulfport says that includes everything. "Everyday I learn new information. Everyday I have new experiences," she said. "I know considerably more now than I did five years ago, l0 years ago and 20 years ago. I think that is why you see successful older people as financial advisors and planners; they have a lot more experience and knowledge than the kid fight out of school."

A CPA and financial planner with AVL WealthCare, Weldon is impressed with planners in their 60s and 70s who are not interested in retiring. "The first time I went to the American Institute of Certified Public Accountants annual conference, I was...

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