Search by Tag: financial planning

2010-09-16 | The sixth annual T3 Technology Tools for Today Conference will be held at the Grand Hyatt Bonaventure Hotel in Weston, FL (Fort Lauderdale) from February 16-19th, 2011.

2010-09-10 | Financial Life Planning pioneer George Kinder, who moved his family from America to London for an extended stay in August, will return to the U.S. to lead a new one-day workshop and participate in the annual Life Planning Conference in Denver.

2010-08-28 | Stevens Wealth Management recently appeared in Financial Advisor's 2010 list of largest and fastest growing registered investment advisor firms.

2010-08-25 | A new book sheds light on a revolutionary financial planning method that could mean the end of retirement planning as we know it.

| Video Release

2010-08-25 | Local independent advisory firm achieves distinction in recent surveys in Wealth Manager, Financial Advisor magazines, second year running.

2010-08-06 | Stanley, Morgan & Associates, the asset recovery giant located in Anaheim, CA, announces plans to offer credit counseling and financial planning to debtors and clients alike.

| Attachments

2010-08-01 | "I look forward to taking part strategic planning alongside other recognized professionals in the industry so that we can collectively make the entire practice easier both for mortgage professionals and for borrowers," said Milstein.

2010-07-27 | Securities America has named Jim Nagengast as chief executive officer. Nagengast follows Steve McWhorter, who announced his retirement in January after 23 years with the company.

2010-07-21 | Financial Life Planning pioneer George Kinder will be moving from America to London for an extended stay beginning August 1, 2010. Mr. Kinder is founder and president of the Kinder Institute of Life Planning (www.KinderInstitute.com).

2010-07-16 | Securities America's commitment to helping branch office managers improve and expand their business is producing results.

2010-07-02 | Securities America hosted its annual conference June 5-8, 2010, in Huntington Beach, Calif. With more than 1,148 attendees, the conference set a new attendance record.

2010-06-30 | Geoff Davey, co-founder of FinaMetrica, and Andy Frommeyer, fi360's director of products and services, announced they have entered into an alliance to further support fi360's Toolkit subscribers.

2010-06-30 | Sue Stevens, a Chicago-area based CERTIFIED FINANCIAL PLANNER; professional and president of Stevens Wealth Management, LLC, has to date received three awards for her debut book Put Your Money Where Your Heart Is.

| Attachments

2010-06-25 | "Dave has a history of managing and streamlining large operations by implementing successful business strategies. We are very pleased to welcome him and are confident that he will be instrumental in driving growth and efficiency" - CEO Dan Milstein

2010-06-25 | The bill's new taxes will affect more than just everyone's healthcare, it could significantly alter investment and tax planning strategies and may potentially have an adverse impact on many individual's personal retirement planning goals as well.

2010-06-16 | Lindner Capital Advisors (LCA) announced today that Mary Pitts is associating with the Atlanta-based investment advisory firm as an independent advisor.

2010-06-09 | In a gut-wrenching afternoon for Wall Street traders and market timers across the United States, the Dow Jones Industrial Average dropped 700 points in just ten minutes on May 10.

2010-06-08 | Now that the Healthcare and Education Reconciliation Act of 2010 has passed, John Jenkins, an independent financial professional is helping Americans answer the question "What's in it for me?"

2010-06-07 | Topics covered in the report include the benefits of managing investment risk, stock market volatility and determining whether the stock market's risk has been increasing or decreasing.

2010-06-03 | Securities America has added Debra Grier as regional director of branch office development for the west coast region, covering the states of California, Nevada, Hawaii, Washington and Oregon.