financial planning News

National branding expert, Christine Wright-Isak, Ph.D., Assistant Professor of Marketing, at Florida Gulf Coast University will speak on, “How Well do you Love Your Brand” on February 23, 2012 at Alliance Financial Group in Fort Myers, Florida.

Boca Raton, Fl –February, 7, 2012-- Michael Kalisch, an independent financial advisor at LPL Financial in Boca Raton, Fl today announced that he was recognized as a top financial advisor and named to the LPL Financial Freedom Club.

Ara Oghoorian, CFA, CFP® of ACap Asset Management, Inc. will present 2 sessions at this year’s LACPMS conference: “Behavioral Finance: Are Your Emotions Costing You $$?” & “Stretching your Income – Tips for Budgeting and Planning.”

KeatsConnelly Director of Financial Planning Scheduled to Speak on Cross-Border Living

Redwood Coast Financial Partners will display both a historical photo collection of the Arcata-Eureka Airport that has never before been displayed and local artist Howard Rutherford’s aviation art for the Arts Alive event on February 4 in Eureka.

Local Wealth Management Financial Experts at WealthTrust-Arizona Analyze How the Fall in Unemployment Claims Signify Economic Growth

The Financial Planning Association of New Jersey (FPANJ) is pleased to announce its newly elected Officers and Directors. They will each serve a term of one year, beginning January 1 2012.

Worried about your exit strategy? Learn how to remove organizational resistance to your business's revenue growth.

Cleveland-based Cedar Brook Financial Partners is merging with Bloomfield Hills, MI-based wealth management firm, The Professional Advisor Group, LLC.

Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be co-presenting the PFS Exam Review Class at the AICPA Advanced Personal Financial Planning Conference.

For the 9th time since 2002, Harbor Financial Group, Inc. was included in AdvisorOne’s “2011 Top Wealth Manager Rankings”. This list captures the largest and most successful independent wealth management firms in the nation.

Calandra Financial Group, LLC - Metro Atlanta's Retirement & Investment Specialist will be giving away 65 Christmas Trees to active duty military personnel.

Harbor Financial Group, Inc. of Boulder, Colorado was recently included in Boulder’s Top Women-Owned Businesses.

The Divorce Expo (TDE) today announced that registration is open for the 2012 Divorce Expo , one of the largest consumer interest events, scheduled March 24-25, 2012 in Novi, Michigan.

The Divorce Expo (TDE), the nation's newest consumer interest conference and expo, comes to Novi, on March 24-25 2012. The two-day event will bring together the top industry experts at the largest divorce event in the Midwest.

Harbor Financial Group, Inc. of Boulder, Colo recognized as NABCAP Premier Advisor for 2nd consecutive year since inception.

Make Sure Your Retirement Lasts a Lifetime, Says Sacramento Financial Expert. Local nonprofit, CAIFL is hosting Retirement Planning 101, an adult-education course starting October 18, at Yuba College.

One of the nation’s most dependable debt management nonprofits helps individuals filing bankruptcy

The 2011 deVere Group Annual Far East adviser conference, which was held on the 22nd of September in Singapore, indeed marked another successful year for deVere, the World's Largest Independent Financial Consultancy.

PlanPlus Inc. is introducing 24x7 English language help desk support for customers. Support in French, Chinese and some additional European languages will remain linked to specific time zones.

Free Feb. 28 seminar to explore strategies, benefits of planning ahead

Local CFP launches a new tv show on personal finance to air on NBC affiliate, WESH channel 2 beginning February 20, 2012.

Local Wealth Management Financial Expert Explains the European Debt Crisis and Why it Matters to American Investors

National branding expert, Christine Wright-Isak, Ph.D., Assistant Professor of Marketing, at Florida Gulf Coast University will speak on, “How Well do you Love Your Brand” on February 23, 2012 at Alliance Financial Group in Fort Myers, Florida.

Megan Farnsworth, Senior Account Manager of Cleveland-based Cedar Brook Financial Partners' Employee Benefits Division, hits 5-year career milestone.

Using the curriculum of the College for Financial Planning, this course offered by UMSL covers all newly revised topics that the Certified Financial Planner Board of Standards requires

Boca Raton, Fl –February, 7, 2012-- Michael Kalisch, an independent financial advisor at LPL Financial in Boca Raton, Fl today announced that he was recognized as a top financial advisor and named to the LPL Financial Freedom Club.

InEx Finance money management and budgeting software reached its first anniversary. The online service has been significantly improved and some enhanced features have been added. New development ideas and prospects for 2012.

Ara Oghoorian, CFA, CFP® of ACap Asset Management, Inc. will present 2 sessions at this year’s LACPMS conference: “Behavioral Finance: Are Your Emotions Costing You $$?” & “Stretching your Income – Tips for Budgeting and Planning.”

KeatsConnelly Director of Financial Planning Scheduled to Speak on Cross-Border Living

Redwood Coast Financial Partners will display both a historical photo collection of the Arcata-Eureka Airport that has never before been displayed and local artist Howard Rutherford’s aviation art for the Arts Alive event on February 4 in Eureka.

The Financial Planning Association of MA will present an ongoing series of financial planning seminars to the public at the Boston Public Libraries Copley Branch.

Boca Raton, FL, April 15, 2011 – MICHAEL KALISCH, CFP®, Wealth Advisor at LPL Financial in Boca Raton, Florida has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®...

Local Wealth Management Financial Experts at WealthTrust-Arizona Analyze How the Fall in Unemployment Claims Signify Economic Growth

KeatsConnelly CEO Selected to Leverage Cross-Border Wealth Management Expertise at the 20th Annual Conference in Vancouver

The Financial Planning Association of New Jersey (FPANJ) is pleased to announce its newly elected Officers and Directors. They will each serve a term of one year, beginning January 1 2012.

Worried about your exit strategy? Learn how to remove organizational resistance to your business's revenue growth.

Greg Herlean, businessman and finance expert, has signed a publishing deal with CelebrityPress, along with other leading business and marketing experts, including Brian Tracy, to release “The Only Business Book You’ll Ever Need.”

Financial Planning Association of MA member Robert Glovsky, J.D., LLM, CFP has been recognized by the FPA for his contribution to the financial planning community and the public.

Bryan Sullivan, retirement and finance expert, was recently featured in USA Today as well as major online media outlets, including Yahoo!Finance, Morningstar, CNBC, MarketWatch and many others.

FPA of Massachusetts is offering free financial coaching and planning for military personnel and their families.

Paul Mann and TJ Tillman, finance and retirement planning experts, were recently featured in USA Today as well as major online media outlets, including Yahoo! Finance, Morningstar, CNBC, MarketWatch and many others.

Bryan Sullivan, retirement and finance expert, has signed a publishing deal with CelebrityPress, along with other leading experts, including Brian Tracy, to release “The Only Business Book You’ll Ever Need.”

Cleveland-based Cedar Brook Financial Partners is merging with Bloomfield Hills, MI-based wealth management firm, The Professional Advisor Group, LLC.

Everyone is setting New Years resolutions and the most popular are focused on managing finances. The California Institute of Finance has put together a quick list of ways people can better manage money so that they can end 2012 on a high note.

Local Financial Experts Give Advice on How to Position Your Portfolio for the Financial Uncertainties of 2012

Richard B. Soscia, finance and tax planning expert, recently hit three separate Amazon.com best-seller lists with the new book “Breaking The Tax Code: 2nd Ed.”

Medicare-Supplement.US, a leading, independent resource for Medigap insurance now offers customized Medigap comparisons by email.

MONTREAL, QC, CANADA, Dec. 13, 2011 – PlanPlus announced today that Maria Luise Neuper has been named Vice-President, Product Usability and Training.

The Board of Directors of the Financial Planning Association of Massachusetts advises on 12 smart financial resolutions for 2012.

Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be co-presenting the PFS Exam Review Class at the AICPA Advanced Personal Financial Planning Conference.

Foresight Financial Management Investement Advisor Representative, Phil Kostaroff has earned his CFP® Certification.

Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® and and Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be presenting two sessions at the AICPA Advanced Personal Financial Planning Conference.

Robert Feinholz and his associates have created Desert Peak Tax Service to assist clients with tax needs.

Richard B. Soscia, finance and tax planning expert, has recently signed a publishing deal with CelebrityPress, a leading finance book publishing company, along with leading financial experts to release “Breaking The Tax Code: 2nd Edition.”

For the 9th time since 2002, Harbor Financial Group, Inc. was included in AdvisorOne’s “2011 Top Wealth Manager Rankings”. This list captures the largest and most successful independent wealth management firms in the nation.

Susan Tillery, President and CEO of Paraklete Financial, will be participating as a panelist at the AICPA Advanced Personal Financial Planning Conference to be held January 15-18th in Las Vegas, NV.

Calandra Financial Group, LLC - Metro Atlanta's Retirement & Investment Specialist will be giving away 65 Christmas Trees to active duty military personnel.

Dec. 7 seminar to examine strategies to make money last a lifetime

Performance Investment Group to sponsor 2011 Mistletoe Fun Run benefiting Run Over Cancer on Sunday, December 4, 2011.

Sydney-based INKOM Wealth Management joined the latest technology trends and released a suite of mobile applications offering access to 2 million financial instruments from 162 global exchanges, mortgage, tax and investment apps.

Net Worth Advisory Group announced today that they have been recognized as a Premier Advisor in Salt Lake City, Utah, by the National Association of Board Certified Advisory Practices.

FPA of MA member Rick Fingerman recognized by the Foundation for Financial Planners and Financial Planning Magazine with the inaufural Pro Bono of the Year Award

Greg Herlean, businessman and finance expert, was recently featured in the Wall Street Journal as well as major online media outlets, including Yahoo!Finance, Morningstar, CNBC, MarketWatch and many others.

Harbor Financial Group, Inc. of Boulder, Colorado was recently included in Boulder’s Top Women-Owned Businesses.

Paul Mann and TJ Tillman with Empire Wealth: Two Heads are Better Than One

Today's economic climate requires skill and expertise to navigate. Future Planning Systems, Inc. shows why it is important to get guidance when it comes to your wealth.

Business Excellence in Workplace Flexibility Award Bestowed upon Company Four Years in a Row

Greg Herlean Empowers Clients And Audiences To Take Control of Their Financial Futures

Entrepreneur and Senior Financial Advisor Bryan Sullivan Takes A New Approach to Both Investing and His Clients