Press Releases with tag "Financial planning"
Josh Mellberg Of J.D. Mellberg Financial Announces Affiliation With Randy Krickei-Newswire, 2013-04-22
Florida Financial Adviser Randy Kricke Specializes in Conservative Financial Strategies
Fiducia Wealth Management Company Wins National Award
i-Newswire, 2013-03-29
Fiducia Wealth Management has received the prestigious Money Marketing Award for Best Small Company IFA
BKD Wealth Advisors’ Gretchen Cliburn Named Chair of Financial Planning Committee
i-Newswire, 2013-03-21
Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce that Managing Advisor Gretchen Cliburn has been named chair of BKD Wealth Advisors’ Financial Planning Committee.
Grace Kvantas Completes First Course to Becoming a CFP®
i-Newswire, 2013-01-30
Grace completed the financial planning process course and is currently taking the second course on insurance planning and risk management.
Financial Symmetry Is Gamma Optimized!
i-Newswire, 2013-01-08
Morningstar recently published research that actually quantifies the extent to which smart financial planning decisions can positively impact your retirement account.
Financial Planner & Investment Analyst Katie Vercio Joins Synergetic Financial Management, LLC
i-Newswire, 2013-01-03
Katie Vercio, a financial planning and investment analyst with international finance experience, has joined Synergetic Financial Management, LLC in Seattle.
Financial Adviser Rick Helbing Featured In The Sarasota Herald-Tribune
i-Newswire, 2012-12-12
Rick Helbing of Suncoast Advisory Group Advises Readers to do their Due Diligence Before Investing in Real Estate
Rick Helbing Named Among 150 Best Financial Advisers For Doctors
i-Newswire, 2012-11-27
Rick Helbing of Suncoast Advisory Group in Sarasota, Florida Named Among 150 Best Financial Advisers for Doctors by Medical Economics Magazine
PlanPlus Launches German Version Of Software At Berlin Financial Planner Forum
i-Newswire, 2012-11-22
PlanPlus announced today the release of its PlanPlus Planit financial planning software for Germany.
Mike Eklund Joins Financial Symmetry, Inc.
i-Newswire, 2012-11-15
Mike Eklund is the most recent addition to the Financial Symmetry team. He joins us after making a career transition from the banking industry to personal financial planning.
PlanPlus Announces Major Rollouts and Releases
i-Newswire, 2012-11-13
PlanPlus announced today that it had rolled out the PlanPlus Planit financial planning software for users in an additional 10 countries for two major banks.
Takaful to Change the Face of Insurance
i-Newswire, 2012-10-10
Takaful – the Islamic alternative to conventional insurance – represents a radical new insurance business model that is firing a potentially very big emerging market in the MEA. Now in it's third year, the Middle East and Africa Insurance Summit,
Suncoast Advisory Group Opens Jacksonville, Florida Office
i-Newswire, 2012-08-29
Suncoast Advisory Group, a Sarasota, Florida-Based Financial Planning Firm, Expands Into Jacksonville, Florida
Baby Boomers To Receive Timely Retirement Advice At Free Financial Seminar, May 31
i-Newswire, 2012-05-15
Ostrofe Financial Consultants will share retirement strategies at “Boomers Behaving Badly” luncheon
PlanPlus Releases New Review Process To Advisors
i-Newswire, 2012-03-06
PlanPlus Inc. is pleased to announce the release of a new review process module within their financial planning program.
Ostrofe Financial Consultants, Inc. Hires Michael Fronk as Investment Advisor
i-Newswire, 2012-03-02
Ostrofe Financial Consultants, Inc. recently named Michael Fronk as the company’s newest investment advisor representative. Fronk is responsible for providing recommendations to prospective and established clients.
Bay Area Start-up Introduces '5 Minutes' Financial Analyst
i-Newswire, 2012-01-24
Bay Area start-up introduces 5 Minutes financial analyst to help individuals make financial decisions.
Webinar Series To Empower Women With Financial Knowledge
i-Newswire, 2012-01-12
This online program will empower women to make informed decisions about their financial matters. These four 1-hour webinars cover the most important financial matters without getting lost in the weeds. Visit PlanPrep.com and click on events.
Chris Leap Has Been Admitted To The Paladin Registery For Financial Professionals
i-Newswire, 2011-11-18
Chris Leap Has Been Admitted To The Paladin Registery For Financial Professionals
PlanPlus President Wins Prestigious Award
i-Newswire, 2011-10-26
Shawn Brayman, President of PlanPlus Inc. was presented the "Best Paper Award" at the 25th Annual Meeting of the Academy of Financial Services for his submission on Defining and Measuring Risk Capacity.
PlanPlus Introducing 24x7 Help Desk For Users Globally
i-Newswire, 2011-09-16
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.
Jonathan K. DeYoe Earns Accredited Investment Fiduciary Designation From FI360
i-Newswire, 2011-08-19
Berkeley, CA. 8/15/11 – Jonathan K. DeYoe of DeYoe Wealth Management, providing financial planning and investment advisory services in Berkeley and Oakland, CA, has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduci
Living Smartly Adds A New Section To Simplify The Confusing Area Of Personal Financial Planning
i-Newswire, 2011-08-06
Living Smartly, a website dedicated to provide smart living tips to hardworking middleclass people, recently announced that it added a new section called 'Personal Financial Planning Simplified'.
Riddell Financial Presents “Smart Money, Smart Women” on July 19
i-Newswire, 2011-07-01
Free Financial Seminar For Women in Sarasota, Florida, Focuses on Retirement Planning and Conservative Investing
A Father’s Day Gift That Will Last A Lifetime
i-Newswire, 2011-06-14
This Father's Day, why not turn the tables and provide your family a gift – a gift that will last a lifetime. A financial plan. Consider preparing a financial plan that focuses on protecting and providing for your family and their future.
