Press Releases with tag "Financial planning"



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.

"Girls Just Wanna Have Funds" Financial Seminar For Women i-Newswire, 2011-05-04
Riddell Financial Presents Free Financial Seminar for Women May 17, 2011

Moran, Kimura & Heising Receives Recognition in Los Angeles Magazine’s FIVE STAR: Best in Client Satisfaction Wealth Manager Listing i-Newswire, 2011-04-18
Rich Moran Is a Partner in Moran, Kimura & Heising LLC, with Offices in Torrance and Rolling Hills Estates.

Riddell Financial Presents: "Girls Just Wanna Have Funds" i-Newswire, 2011-03-23
Sarasota, Florida Seminar, Focuses on Keeping Your Money Safe in These Uncertain Times

Financial Therapist Lora Sasiela And Yoga Teacher Jamie Hanley Team Up To Lead Financially Zen Workshop in Hazlet, New Jersey i-Newswire, 2011-03-03
Lora Sasiela, Financial Therapist and Founder of Financially Smitten, to hold joint financial therapy/yoga workshop with Jamie Hanley, Registered Yoga Teacher, on Sunday, March 27 in Hazlet, New Jersey.

Raleigh-based Northwestern Mutual Office Seeks to Add 108 Financial Representatives in 2011 i-Newswire, 2011-02-17
Efforts are Part of Nationwide Initiative to Recruit Thousands of Financial Professionals and Interns

Financially Smitten To Host Free Financial Planning Teleclass For Women i-Newswire, 2011-02-16
Lora Sasiela of Financially Smitten will be hosting a Free Teleclass on February 28 at 8pm EST entitled “The Hip Girl’s Guide To Financial Planning" along with guest, financial advisor Janice Goldman Picker.

Legacy Trust Adds Experienced Chief Investment Officer i-Newswire, 2011-02-01
Timothy M. Anderson has joined Legacy Trust as its new chief investment officer.

The $100 Million AfroDaddy Challenge - From The Black Man Survival Guide i-Newswire, 2011-01-10
AfroDaddy.com, The Black Man Survival Guide website resource for black men, launches the Afro Daddy Challenge program designed to return $100 million to the black community.

Lora Sasiela, Financial Therapist, To Hold Money Workshop for Women in New York City i-Newswire, 2011-01-05
Lora Sasiela of Financially Smitten is to hold a Money Workshop for women who struggle with shame, guilt, and fear when it comes to money so they may better manage their financial lives.

NavLife Helps Families, Loved Ones Navigate Life’s Emergencies i-Newswire, 2010-12-21
NavLife (www.mynavlife.com) is a new online personal and financial preparedness tool that allows users to create a succession plan, so others can easily step in and assume their responsibilities following an incapacitating illness, injury or death.

Bella Vita Books Gives the Gift of Preparedness i-Newswire, 2010-12-16
End-of-life issues are an uncomfortable topic. Statistics confirm that the vast majority of people do not leave adequate documentation of their wishes.

Szarka Financial Adds Veteran Financial Advisor Mark Stratis, CFP® To Its Northeast Ohio Team i-Newswire, 2010-12-15
A 2010 COSE "Ten Under 10" Winner, the Addition of New Senior Financial Advisor Underscores Szarka Financial's Continued Growth and Success

Nationally Recognized Investment Advisor Opens Office In Vero Beach i-Newswire, 2010-12-07
Massey Quick, a New Jersey-based financial planning and investment advisory firm, has announced the opening of a new office in Portales de Vero on Ocean Drive. Leading the Vero Beach team for Massey Quick is John B. Kemp III, a Partner in the firm.

Investment Planning Counsel Deploys PlanPlus Planit i-Newswire, 2010-10-15
Investment Planning Counsel announced the deployment of Version 5.2 of PlanPlus Planit (branded Dream Planner by IPC) as the financial and investment planning tool for over 600 advisors in the firm.

New Financial Book Shines Spotlight on Helping Generation Y Achieve Financial Independence i-Newswire, 2010-10-09
Newly released financial book, Moneylicious, takes on the tough subjects of financial planning, how to invest and maintain good credit and presents workable solutions specifically for Generation Y. A must read for all young adults and anyone wanting

FIVE STAR: Best in Client Satisfaction Wealth Managers Announced i-Newswire, 2010-08-31
Jordan Dechtman Wealth Management principal, Jordan Dechtman is among 7% of wealth managers in the Denver area to be named a 2009 FIVE STAR Best in Client Satisfaction Wealth Manager.



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