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10 Oct 2013, 6:00 pm
In an effort to promote the value of financial planning, this week is the Financial Planning Association’s 12th annual Financial Planning Week. [read post]
7 Jun 2023, 3:53 am
The post LPL Financial Welcomes Hoff Bujnoch & Associates appeared first on Stoltmann Law. [read post]
18 Aug 2009, 1:45 pm
On August 17 the Financial Planning Association (FPA) wrote to the SEC questioning the authority of FINRA to bring an enforcement action against a dual registrant (Ameritas) relating to its marketing of misleading financial plans. [read post]
1 Sep 2012, 1:31 pm
Richard Stebbins (Associate Professor, College for Financial Planning, B.S., West Texas A&M University; J.D. [read post]
18 Oct 2021, 4:02 am
Financial planning can be a headache. [read post]
7 Dec 2021, 10:49 am
One place all of us should be … Read more The post Financial Planning For 2022 appeared first on Baker & Associates. [read post]
3 Jan 2007, 8:19 am
Designing a structured settlement and long-term financial planning can address both short-term financial needs and long-term investments collaboratively. [read post]
9 Aug 2023, 9:28 am
We can give your associates the type of quality that they expect from you. [read post]
7 Sep 2023, 8:18 am
Employers reduce turnover and the costs associated with it. [read post]
4 May 2008, 6:37 am
More of them are leaving the financial planning industry as reported by Plan Adviser citing a new report by Cerulli Associates, a research firm specializing in the financial service industry. [read post]
27 May 2020, 7:32 am
(CRD# 13609) and Planned Financial Programs, Inc. [read post]
5 Nov 2009, 6:41 am
The amendment would extend FINRA’s authority to cover investment advisors who are associated with broker-dealers already under FINRA’s authority.The Coalition, made up of the Certified Financial Planner Board of Standards, Inc., the Financial Planning Association, and the National Association of Personal Financial Advisors, is concerned with how the amendment extends FINRA’s authority to approximately 88 percent of… [read post]
30 Apr 2018, 3:34 pm
In this position, Jaclyn assists the lead advisors with the development and updating of financial plans. [read post]
13 Mar 2018, 3:56 am
The post Financial Wellness: Employers Enhance DC Retirement Plans to Improve Employees’ Financial Security appeared first on HR Daily Advisor. [read post]
13 Mar 2018, 3:56 am
The post Financial Wellness: Employers Enhance DC Retirement Plans to Improve Employees’ Financial Security appeared first on HR Daily Advisor. [read post]
2 Nov 2023, 4:28 pm
One often underappreciated but critical aspect of appropriate association management is long-term financial planning. [read post]
17 Oct 2011, 6:50 am
Ruth Drew, Director of Family and Information Services of the Alzheimer’s Association, and Mary Bohmke, Director of Planned Giving for the Alzheimer’s Association will both join. [read post]
16 Dec 2009, 5:00 am
Financial planning expert witnesses may opine on Antenuptial Agreements defined here by the Association of Divorce Financial Planners, Inc.: ANTENUPTIAL AGREEMENT - a legal contract signed by two people prior to marriage which states limitations to spouse's rights to property, support, or inheritance if the marriage ends in divorce. [read post]
3 Sep 2006, 8:09 am
I will conducting a workshop for the Associates of New England Financial on Friday, September 8, 2006. [read post]
5 Jun 2019, 10:57 am
In fact, in its proposed form, the rule does not go as far as some industry professionals had wanted in expanding who may sponsor such plans, and it expressly prohibits financial services professionals – banks, insurance companies, broker-dealers, third-party administrators and the like – from sponsoring these plans. [read post]
