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9 Dec 2017, 12:00 am
For more information, visit Medina Law Group or Private Client Capital Group. [read post]
2 Dec 2017, 12:00 am
For more information, visit Medina Law Group or Private Client Capital Group. [read post]
28 Sep 2017, 4:22 pm
Although the lowest rate is higher than the poorest wage-earning taxpayers pay now, the planners claim that this is still a tax cut because of the "doubling" of the standard deduction for those taxpayers that do not itemize. [read post]
11 Sep 2017, 5:16 am
For wedding planners, caterers, florists, venue operators, and other wedding vendors, the legalization of recreational marijuana in California has created a vastly-expanded potential market of specialty services to offer their clientele. [read post]
10 May 2017, 11:28 am
Observation: plaintiff structured settlement brokers transitioning to settlement planners are also emphasizing "process" - over "product" (see this S2KM report which includes the Society of Settlement Planner's (SSP)description of the "settlement planning process".). [read post]
10 May 2017, 11:28 am
Observation: plaintiff structured settlement brokers transitioning to settlement planners are also emphasizing "process" - over "product" (see this S2KM report which includes the Society of Settlement Planner's (SSP)description of the "settlement planning process".). [read post]
1 Feb 2017, 5:01 am
This avoids the bad but common instinct to sell low and buy high, or to read more into market trends than they deserve. [read post]
23 Jan 2017, 1:47 pm
According to reports, more than half of all households use a financial planner. [read post]
16 Jan 2017, 7:37 am
Primary vs. secondary structured settlement markets. [read post]
16 Jan 2017, 7:37 am
Primary vs. secondary structured settlement markets. [read post]
27 Dec 2016, 6:20 am
We will share ideas on providing advice, new laws and marketing. [read post]
18 Oct 2016, 4:54 am
Any true investment banker will know that financial planners and wealth management professionals in the area in which they work. [read post]
9 Oct 2016, 9:46 am
NAMSAP, which also seeks and welcomes opportunities to help improve Medicare set-aside (MSA) industry standards for documentation, work product and business practices, encompasses a highly diverse professional membership consisting of attorneys, MSA allocators, MSP compliance consultants, CPAs, claims professionals, structured settlement consultants, guardians, nurses, pharmacists, rehabilitation professionals, and life care planners. [read post]
9 Oct 2016, 9:46 am
NAMSAP, which also seeks and welcomes opportunities to help improve Medicare set-aside (MSA) industry standards for documentation, work product and business practices, encompasses a highly diverse professional membership consisting of attorneys, MSA allocators, MSP compliance consultants, CPAs, claims professionals, structured settlement consultants, guardians, nurses, pharmacists, rehabilitation professionals, and life care planners. [read post]
26 Jul 2016, 5:01 am
Consider hiring a professional party planner if the details might become overwhelming. [read post]
24 Apr 2016, 6:06 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]
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]
24 Mar 2016, 8:03 am
Joint overlapping educational conferences hosted by the Society of Settlement Planners (SSP) and the Academy of Special Needs Planners (ASNP) March 9-12, 2016 in Tucson, Arizona provided S2KM and other attendees an opportunity to evaluate the current status of structured settlements within the larger, more complex personal injury settlement planning market. [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]
25 Dec 2015, 7:27 pm
2016 update Wills and Estate Planning- Free Seminar January 13, 2016 Wednesday 12:15-1:00 PM and again 5:15pm-6pm at Law Office of Kenneth Vercammen, 2053 Woodbridge Ave, Edison, NJ 08817 Invited: Clients, Friends, Accountants, Business… [read post]
