>Are you sure you were a financial planner?
>What were you planning?
There are few general statements that can be made in this arena for which a particular exception cannot be found. My point stands. Setting up qualified plans for people other than yourself subjects you to highly complex rules. Get professional help and go into it with your eyes open.
And yes, Dave. I am quite certain I worked as a financial planner. The political portion of my bio is easy to verify with a simple Google search. My financial planning career was less public. But since you have seen fit to raise doubt about what I did a decade ago, I'll provide this much.
The Star Tribune is Minnesota's largest newspaper. Every now and then, their business reporters set up a meeting with credible financial planners and people whose financial circumstances may be of interest to the paper's readers. The newspaper once asked me to do one of these cases. The story about it was published on May 15, 1994. That story can be retrieved from the paper's web site, in their paid archives. The preview to the story reads as follows:
"MONEY AND MARRIAGE
Published on May 15, 1994
When Kathleen Riley and David Daniels described their finances and impending June marriage, financial planner Phil Madsen said he thought of a kaleidoscope. .. "They're absolutely atypical," Madsen said. "This was a real perplexing case. . . . The overriding characteristic of financial situation is its unpredictability.".. Here's why: Riley, 33, is a self-employed trainer of dogs for people with physical"
If you want the rest of the story, you'll have to pay the paper for it and download it yourself.
To verify the above, use the Star Tribune archive search page and search my name in the year 1994.
http://www.startribune.com/archives
As I said, Dave. I am quite certain I worked as a financial planner.
The implication you made that I am lying in my biography is unsubstantiated and not something the EO community should expect from a moderator. The fact that you make it at all raises more questions than it answers about your motives and intent. But such things go to personalities so in the interests of civility, I'll restain myself and stop here.