Search for: "Professional Planners Marketing Group"
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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]
16 Jan 2008, 10:49 am
The case had been brought by the Financial Planning Association (FPA) whose members, along with many consumer groups and other financial planners, had complained vehemently about the rule. [read post]
21 Jul 2015, 11:11 am
To reconnect these two groups of important structured settlement stakeholders and improve industry performance more generally, S2KM recommends increased prioritization on program analytics and metrics. [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]
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]
15 Apr 2015, 8:54 am
Special needs attorneys are one of several professional groups who participate in, and are helping to define, the evolving personal injury settlement planning market. [read post]
22 Jul 2019, 7:56 am
But I have also met bankers, financial planners, marketing professionals, management consultants, IP consultants, etc. [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]
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]
22 Sep 2011, 6:52 am
Staff managers may wish to send the greetings to vendors and professional association colleagues. [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]
18 May 2010, 8:16 am
” From this mailing, our client got a group of about 25 going. [read post]
18 Jan 2019, 5:01 pm
Not to worry about your personal Facebook friends being bothered by your professional sharing. [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]
18 Jan 2021, 2:39 am
There are many things I love about the group and during the pandemic, it has been a great way to stay connected to a very giving group of professionals. [read post]
4 Oct 2007, 8:34 pm
What a diverse and interesting group! [read post]
11 Nov 2011, 9:58 am
There are a variety of senior designations in use by brokers including: Certified Senior Advisor (CSA), Certified Senior Consultant (CSC), Chartered Senior Financial Planner (CSFP), Chartered Advisor for Senior Living (CASL), Certified Retirement Planning Counselor (CRPC), Accredited Retirement Plan Consultant (ARPC) and Certified Retirement Services Professional (CRSP). [read post]
12 Jan 2021, 12:27 pm
An estate planner who gets a lot of clients through networking first defines the niche they want to target–medical professionals and their advisors, for example–and then research that niche. [read post]
21 Dec 2009, 4:29 pm
The contracts between agents and the companies they represent as well as the codes of ethics/standards of professional conduct of their professional associations also prohibit these practices. [read post]
25 Feb 2014, 4:22 pm
See, e.g., Inst. of Store Planners, 135 F.T.C. 793 (2003) (challenging restraints on price competition); Nat’l Acad. of Arbitrators, 135 F.T.C. 1 (2003) (restraints on solicitation and advertising); Am. [read post]
