Search for: "Professional Planners Marketing Group"
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15 Jan 2023, 8:59 pm
By a long shot, lawyers are not the only profession (or lobby or industry group) to engage in protectionism. [read post]
21 May 2019, 10:38 am
Stockbroker’s Senior Designations According to the Security and Exchange Commission’s website (SEC), neither they or the Financial Industry Regulatory Authority (FINRA) “endorse professional designations or titles such as “senior specialist” or “retirement advisor” that some financial professionals use to market themselves. [read post]
18 Aug 2018, 1:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). [read post]
17 Jul 2007, 6:12 pm
Trust companies Special needs attorneys Medicare set-aside professionals Life care planners - Beacon, a regular AAJ exhibitor, is a notable exception within this category. [read post]
17 Feb 2010, 9:00 am
Referrals from other professionals The professionals that I have in mind here are mainly financial planners, accountants, and real estate agents. [read post]
24 Apr 2016, 5:42 pm
Membership in AARP Legal Services Network may provide new clients Happy Hour networking party for professionals such as Accountants, CPA’s, Financial Planners plus clients and friends.......................................... [read post]
25 Nov 2015, 9:27 am
White discusses the registration requirements for financial professionals, including brokers and certified financial planners. [read post]
10 Nov 2015, 3:03 pm
White discusses the registration requirements for financial professionals, including brokers and certified financial planners. [read post]
29 Feb 2016, 6:19 am
Among other results, and despite shared interests, limited collaborative membership and/or educational/lobbying interaction currently exists between NSSTA and professional associations such as the National Academy of Elder Law Attorneys (NAELA), the Special Needs Alliance (SNA), the Academy of Special Needs Planners (ASNP), the National Alliance of Medicare Set-Aside Professionals (NAMSAP) or the American Association of Nurse Life Care Planners (AANLCP). [read post]
7 Dec 2022, 11:16 am
Lawyers, insurance agents, financial planners, real estate brokers, of course, but also business executives and other influential people in their industry or market. [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]
15 Jul 2012, 9:00 am
” From this mailing, our client got a group of about 25 going. [read post]
1 Nov 2021, 12:46 pm
Nonetheless, lawyers, if eligible, may want to consider joining these optional associations for the numerous professional benefits they offer in addition to the possible marketing benefits. [read post]
10 Sep 2023, 11:08 am
A mastermind group is a gathering of like-minded individuals who meet regularly (either in person or virtually) to advise, support, and encourage each other toward achieving their personal and professional goals. [read post]
26 Jul 2016, 5:01 am
Consider hiring a professional party planner if the details might become overwhelming. [read post]
11 Feb 2008, 6:35 pm
How can settlement planners and financial planners help their clients get their affairs in order? [read post]
16 Feb 2006, 8:05 am
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]
23 Jan 2017, 1:47 pm
According to reports, more than half of all households use a financial planner. [read post]
2 Jun 2018, 1:00 am
For more information, visit Medina Law Group or Private Client Capital Group. [read post]
12 Mar 2010, 1:26 pm
Ferchill, Chairman and CEO, The Ferchill Group; Edward W. [read post]
