Certified Financial Planner Board of Standards Inc.

10/28/2025 | Press release | Archived content

AssetMark's Chan: Markets Will Stay 'Favorable' Well Into 2026

Kathryn Berkenpas, CFP®, Managing Director of Corporate Growth, discusses CFP Board's Lessons Learned: A Survey of American Gen Xers research on a personal finance podcast. She emphasizes the importance of planning early, noting that 21% of Gen Xers recommend working with a CFP® professional as soon as possible.

Read More at Money Life with Chuck Jaffe

Money Life with Chuck Jaffe
Chuck Jaffe October 28, 2025
Certified Financial Planner Board of Standards Inc. published this content on October 28, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 06, 2025 at 19:44 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]