Search for: "Professional Planners Marketing Group"
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10 Nov 2009, 8:26 pm
Preparing a short (50 min) workshop style presentation for a group of financial planners in Australia. [read post]
2 Nov 2009, 1:07 pm
About the Institute for Consumer Financial Education (ICFE) The San Diego based ICFE was founded in 1982 as an educational nonprofit group to educate consumers of all age groups on how to improve spending practices, increase savings accumulation and the wise use of credit. [read post]
9 Sep 2009, 10:03 am
Co-authored by Daniel Hindert, Joseph Dehner and Patrick Hindert, S2P2J was first published in 1986 and has since been utilized as a textbook for professional certification programs sponsored by both the National Structured Settlement Trade Association (NSSTA) and the Society of Settlement Planners (SSP). [read post]
8 Aug 2009, 7:01 pm
In some instances, the investment manager can be a professional trustee, if a trust is appropriate.Special Needs TrustAn analysis should be made as to whether a special needs trust is required. [read post]
8 Aug 2009, 6:59 pm
In some instances, the investment manager can be a professional trustee, if a trust is appropriate.Special Needs TrustAn analysis should be made as to whether a special needs trust is required. [read post]
8 Jul 2009, 11:16 pm
If these stakeholders do not know they are being improperly advised, they will simply turn down the structured settlement alternative without the benefit of having a registered settlement planner or other qualified and experienced settlement professional properly discuss the alternative. [read post]
4 Jul 2009, 11:26 am
This makes it difficult for hedge fund managers to really know exactly what is required in each state unless they have representation from a specialized compliance group or hedge fund attorney. [read post]
14 Jun 2009, 5:46 pm
@Christa_Coir: Freelance paralegal and financial planner Christa Coir tweets interesting legal news and practice tips. [read post]
1 Jun 2009, 8:03 pm
SSP has developed a legitimate professional certification for settlement planners and a serious curriculum that elevates the settlement planning profession, and after a rough start, has evolved into a more moderate group with serious goals of promoting planning for injury victims. [read post]
31 Mar 2009, 10:00 pm
These organizations or companies can include small community banks, groups of financial planners, chambers of commerce, networking groups, accounting firms, business consultants, psychologists, chiropractic groups, employee benefits companies. 6) Give a presentation or keynote to a trade association. [read post]
28 Mar 2009, 2:35 pm
In fact a number of settlement planners, including NSSTA and SSP member Patrick Hindert, consider and have published and marketed misguided opinions that factoring is an improvement to the structured settlement product. [read post]
15 Mar 2009, 6:37 pm
The reporting requirements for group health plans being January 1, 2009. [read post]
12 Mar 2009, 9:00 am
I appreciate getting these detailed reports and hope they are useful to the broader group of settlement professionals, planners and policyholders who are concerned about the headlines and future plans of AIG. [read post]
26 Jan 2009, 12:17 am
For example, tax planners are busy throughout the year, and often their professional lives become chaotic in December. [read post]
15 Jan 2009, 3:00 am
We have to do something,'" said Thea Pagel, an event planner and one of four people coordinating the guerilla marketing effort. [read post]
12 Aug 2008, 2:00 pm
You'll supposedly be able to connect with some 800 leading professionals from the NYC real-estate industry including investors, developers, brokers, bankers, appraisers and the PropertyShark.com team. [read post]
7 Aug 2008, 5:10 am
In December 2007 Bentzen colluded with Settlement Professionals and former SSP President, Jack L. [read post]
13 Apr 2008, 8:50 am
The advent of the Internet and the expanded use of same by settlement professionals and attorneys to deliver marketing messages and education since the latter part of the 1990s. [read post]
31 Mar 2008, 3:33 am
Issues addressed included secondary market history, public policy considerations, existing laws and regulations, and reactions from the primary markets - as well as the professional responsibilities and planning options for special needs attorneys. [read post]
25 Mar 2008, 6:54 am
Add to that the recent entrance of a media marketing group that is funded by factoring and life settlement interests, and that their aggressive push to turn themselves into the "voice of the industry" to attorneys, investors and the financial community, has created a level of anxiety that gets expressed to me almost daily in some fashion by a settlement planner or life company official. [read post]
