Search for: "Professional Planners Marketing Group" Results 241 - 253 of 253
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29 May 2007, 2:47 pm
  It is improper for a broker or financial planner to guarantee a specific rate of return. [read post]
28 Apr 2007, 11:36 am
A number of structured settlement professionals and settlement planners make statements that they are "plaintiff exclusive" in their advertising and solicitation of insurance products, including structured annuities. [read post]
22 Apr 2007, 4:27 pm
Smart planners may have already considered the consequences of divorce by prenuptial agreements or other pre-divorce planning devices. [read post]
9 Apr 2007, 7:25 pm
The Academy of Special Needs Planners (ASNP) hosted its first annual conference March 23-24, 2007 at the Marriott Evergreen Conference Resort in Stone Mountain, Georgia. [read post]
9 Apr 2007, 9:43 am
The knowledge gained by the clients through the data collection and documentation can aid each partner in achieving the financial settlement he/she desires.Financial Planner/Financial Advisor/Estate Planner - Certified professionals who work in the field of accounting, insurance, or investments. [read post]
9 Mar 2007, 3:10 pm
The RSP program will target structured settlement brokers, special needs attorneys; financial planners; life care planners; and trustees. [read post]
14 Feb 2007, 6:05 pm
The Halpren Group markets directly to plaintiff attorneys and for many years has sponsored  AAJ programs and events. [read post]
30 Dec 2006, 8:46 am
Sure it's going to require some additional paperwork and disclosure, but wouldn't doing this, or something like it, essentially end most questionable business practices and begin to move our industry on to the same standards of disclosure and professionalism that are required of financial planners, investment advisors and trust companies? [read post]
26 Sep 2006, 9:46 am
Have your certified financial planner or tax professional review the assets' tax bases to help you reach a truly equitable split. [read post]
16 Feb 2006, 8:05 am by Larry Bodine
So, she put together a team of female experts in all dimensions of helping adult children to take care of their aging parents – including health professionals, family counselor, financial planner and a tax specialists. [read post]
30 Jan 2006, 3:51 pm
As a member of the Firm's trusts/estates and litigation practice groups. [read post]