Search for: "Professional Planners Marketing Group"
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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]
12 Apr 2019, 2:00 am
Were planners so accustomed to working with men that they didn’t make sure they had the right equipment for both women? [read post]
12 Apr 2019, 2:00 am
Were planners so accustomed to working with men that they didn’t make sure they had the right equipment for both women? [read post]
3 Apr 2019, 10:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner professional (CFP). [read post]
27 Mar 2019, 10:00 am
For more information, visit Medina Law Group or Palante Wealth Advisors. [read post]
20 Mar 2019, 10:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner professional (CFP). [read post]
27 Feb 2019, 9:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). [read post]
20 Feb 2019, 9:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). [read post]
20 Feb 2019, 2:00 am
David Freedman is the General Manager of group programs at LegalZoom overseeing product, services and distribution in the commercial group, Medicare, life insurance and affinity markets. [read post]
13 Feb 2019, 9:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). [read post]
18 Jan 2019, 5:01 pm
Not to worry about your personal Facebook friends being bothered by your professional sharing. [read post]
16 Jan 2019, 2:00 am
David Freedman is the General Manager of group programs at LegalZoom overseeing product, services and distribution in the commercial group, Medicare, life insurance and affinity markets. [read post]
15 Jan 2019, 4:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). [read post]
14 Jan 2019, 2:00 am
After all, it’s a huge pool of working professionals, many of whom are searching for their next opportunity. [read post]
9 Jan 2019, 1:39 pm
In this case, the owner of a home health agency allegedly paid marketers and group home owners for Medicare beneficiary information which he used to bill Medicare and Medicaid for home health services that were either not provided or did not qualify for coverage and payment. [read post]
8 Dec 2018, 12:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). [read post]
24 Nov 2018, 8:10 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). [read post]
3 Nov 2018, 1:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). [read post]
20 Oct 2018, 1:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). [read post]
6 Oct 2018, 1:00 am
Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). [read post]
