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Josh Schwartz to lead two-day agenda, including discussion of plan design, practice management, investment solutions, and market insights. - June 26, 2018 - Retirement Plan Advisors
Brad talks finances over local craft brews. - June 18, 2018 - Sherman Wealth Management
Brad Sherman is proud to be named one of the Investopedia Top 100 Financial Advisors. The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.
Investopedia’s... - June 18, 2018 - Sherman Wealth Management
Northeast Professional Planning Group, Inc., (NPPG) a leading independent ERISA fiduciary, full-service employee benefits, retirement planning, and actuarial consulting firm announces the appointment of Jim Brambilla as Defined Contribution Plan Administrator.
Mr. Brambilla is a seasoned pension professional... - June 03, 2018 - Northeast Professional Planning Group
Northeast Professional Planning Group, Inc., (NPPG) a leading independent ERISA fiduciary, full-service employee benefits, retirement planning, and actuarial consulting firm, announces the appointment of Patrick J. Carragher as Senior Vice President of Employee Benefits.
Mr. Carragher, a 24-year industry... - May 24, 2018 - Northeast Professional Planning Group
Cleveland-based wealth management firm is selected as a “best place to work.” - May 24, 2018 - Cedar Brook Financial Partners LLC
Research by the Federal government suggests a serious knowledge gap among Federal employees when it comes to understanding, measuring and maximizing their multiple benefit programs.
To help close this gap, Dennis Edmonds, Managing Partner of the Federal Benefits Information Center (“FBIC”),... - May 22, 2018 - Federal Benefits Information Center
Horowitz to head NPPG-FS ERISA 3(16) Administrative Fiduciary Services Compliance Department. - May 16, 2018 - Northeast Professional Planning Group
Cleveland-based financial advisor studies industry trends with other top wealth managers in the U.S. - April 19, 2018 - Cedar Brook Financial Partners LLC
PARAGON Wealth Strategies, LLC, a boutique wealth management firm headquartered in Jacksonville, FL, announced today that Jenn King, CFP® has joined their firm as a Senior Financial Planner and Investment Advisor Representative. Jenn has spent her 17 years in the industry focused on a comprehensive,... - March 22, 2018 - PARAGON Wealth Strategies, LLC
Michael Landsberg, Partner, of Landsberg Bennett Private Wealth Management in Punta Gorda, Florida has been recognized as a 2018 Top Financial Advisor by Barron’s Magazine as announced in the March 10th issue.
“It’s an honor to again be named to this ranking,” Landsberg said. - March 21, 2018 - Landsberg Bennett
HUB employee benefits consultants honored as Power Broker® winners and finalist - March 12, 2018 - HUB International - West Region
In "Playing the Game," Paul Remack applies his years of financial experience to questions that haunt anyone planning to retire with significant assets. The most important thing to understand is that you are playing a game whether you realize it or not. Remack explains why Wealth Transfer and Distribution is a game, and he shows you how that game is played. He lays out the necessary steps for planning retirement and how to avoid unnecessary conflict with the IRS. - February 23, 2018 - Remack Associates, Inc.
Zoellner Whole Financial PLLC sponsored an informational seminar about Durable Income Strategies and by combining multi durable income securities together, investors can have multi drivers of return without having bond or equities’ volatility have any effect on their outcomes. - February 21, 2018 - Zoellner Whole Financial PLLC
Zoellner Whole Financial PLLC sponsored an informational webinar about Deferred Installment Sales using IRC 453 to complete large transactions and defer the taxes which are 30% or higher on the sale of a business or a commercial property that has been held for a long period and has low cost basis and highly appreciated. - February 21, 2018 - Zoellner Whole Financial PLLC
Employee Benefit Adviser Editorial Committee Selects 20 Advisers for 2018 Rising Stars in Advising. - February 07, 2018 - HUB International - West Region
Thanks to CryptoWallet IRA, Investing in Digital Currencies is Now Simpler and Safer Than Ever. - January 03, 2018 - CryptoWallet IRA
Local Financial Advisor Attends Advisor Group's ConnectED 2017 National conference. - November 08, 2017 - Physicians Private Client Group
RVers from Northeastern and Central U.S. attracted to camaraderie, affordable standard of living and great mountaintop weather at a one-of-a-kind retirement community in Eastern Tennesse. - November 08, 2017 - The Gardens RV Village
Northeast Professional Planning Group, Inc. (NPPG) a leading national employee benefits, retirement planning and actuarial consulting firm that provides ERISA 3(16) Administrative Fiduciary Services through NPPG Fiduciary Services LLC (NPPG-FS) has entered into an ERISA 3(16) Administrative Services... - October 13, 2017 - Northeast Professional Planning Group
Former Army Captain David Clark’s investment firm Capital Strength Investments, LLC is changing the way America invests for retirement. David is an OIF veteran that served in the prestigious and elite 10th Special Forces Group (Airborne) as a lieutenant and later went on to command at United States... - October 02, 2017 - Capital Strength Investments LLC
RVers attending "America's Largest RV show": daily retirement seminar, from 3:30-4:30 p.m. EST, in the Press Room on lower level. - September 12, 2017 - The Gardens RV Village
Long Island based Howard Ginsberg was recognized among conference attendees as a top financial advisor with the firm as one of only two individuals in New York to ever receive this honor for thirteen consecutive years. - August 25, 2017 - Ginsberg Wealth Management
Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, announces the addition of Jennifer Putney to the team. Jennifer joins PEI in a leadership role as Director of Retirement Plans Consulting, where she will oversee the firm’s service provider research,... - August 12, 2017 - Portfolio Evaluations, Inc.
Enhancing client services to assess, plan, and manage long-range financial growth. - August 10, 2017 - C&J Wealth Advisors
Three financial services professionals with MassMutual Greater Houston – a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) – have earned the Certified Family Business Specialist (CFBS) designation. MassMutual Greater Houston Midtown shows commitment to business owners and their planning needs through continuing professional education. - July 25, 2017 - MassMutual Greater Houston
Intac Actuarial Services, Inc. earns it's CEFEX (Centre for Fiduciary Excellence) certification renewal for the fifth consecutive year. - July 21, 2017 - Intac Actuarial Services, Inc.
Introducing the first-ever, completely independent platform to educate consumers about guaranteed retirement and insurance solutions. SafeMoney.com lets advisors promote themselves, enhance credibility with national branding, and enjoy a full-service client education program with no business requirements to any financial company. - July 13, 2017 - Safe Money Broadcasting
CLH, a local accounting firm situated in the Arts District of Michigan City is thrilled to celebrate its 25th anniversary of business this year. In an age where businesses come and go in the blink of an eye, achieving 25 years of successful business growth demonstrates CLH’s dedication, reliability, and integrity. - June 09, 2017 - CLH, LLC
“We are honored to receive this award, which reflects our team’s commitment to work together to provide exceptional service to our clients,” said Palmerino. “Our team is what sets us apart from others.” - May 18, 2017 - CCR Wealth Management
Chris Campbell, CEO of CJ Campbell & Associates in Rockville, Maryland has qualified for Court of the Table of the Million Dollar Round Table (MDRT).
Achieving Court of the Table status places Mr. Campbell among the top professionals in the global life insurance and financial services industry. - May 18, 2017 - CJ Campbell and Associates
Rick Maraj, Retirement expert and President of The Retire Advisory Group, can now add author to his growing list of accomplishments. His book, "Building A Better Retirement" will be the go to resource for those looking to retire successfully. - April 26, 2017 - The Retire Advisory Group
Asset TV, the worldwide leader in financial and investment video, has further extended its editorial and content resources with the arrival of Jenny Hammond as its latest presenter and producer.
Jenny joins Mark Colegate to become one of the faces of Asset TV in the UK. Jenny who has worked as a news... - April 24, 2017 - Asset TV UK
Rick Maraj, founder and owner of The Retire Advisory Group, an independent financial advisory firm, is now hosting his new radio show on Sarasota News Radio 1320 and 1450 AM. The show "Building A Better Retirement" airs Sundays from 2pm-3pm. - April 19, 2017 - The Retire Advisory Group
David Borden has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. - April 06, 2017 - CCR Wealth Management
Northeast Professional Planning Group, Inc. (NPPG) a leading national employee benefits, retirement planning and actuarial consulting firm, with regional focus in NY, NJ, CT and PA has continued its expansion and growth. This growth comes in the form of increasing services offered via NPPG Fiduciary... - March 23, 2017 - Northeast Professional Planning Group
Michael Landsberg, Partner at Landsberg Bennett Private Wealth Management , associated with Wells Fargo Advisors Financial Network, LLC, in Punta Gorda, Florida was ranked among Barron’s Top 1200 Financial Advisors for 2017, as announced in the weekly magazine’s March 4Th issue.
Landsberg... - March 22, 2017 - Landsberg Bennett
Northeast Professional Planning Group, Inc (NPPG) continues its growth with the announcement of the recent acquisition of all assets of Riker Associates, LLC. This acquisition will provide Riker Associates Plan Sponsors’ greater access to employee benefit resources, pension fiduciary solutions... - February 25, 2017 - Northeast Professional Planning Group
The objective for this study was the identification of compensation and performance practices that are important to millennials. By sharing key takeaways, HUB International hopes you gain insight into what reward practices work best for this growing employee population. - February 21, 2017 - HUB International - West Region
Area licensed investment advisors and insurance professionals Don Bergis and Jared Elson received a rare honor in January when they were inducted into Advisors Excel’s Hall of Fame.
The ceremony took place during Advisors Excel’s 2017 World Series of Sales Awards Night in San Diego, California. - February 09, 2017 - Regent Wealth Management
As part of Northeast Professional Planning Group, Inc.’s (NPPG) continuing expansion, we are pleased to announce the recent acquisition of all assets of Tell Retirement Services, Inc. This acquisition will allow for Tell Retirement Services Plan Sponsors to gain greater access to employee benefit... - February 09, 2017 - Northeast Professional Planning Group
Valuation analyst Gregory M. Clark, CPA, and a manager at CLH, LLC, has successfully completed the certification process to earn the Certified Valuation Analyst® (CVA®) credential. CLH, LLC, now has three CPAs at the firm who hold this credential, allowing the firm to grow its valuation department. - February 09, 2017 - CLH, LLC
Toni DasGupta, CEO of Veda Financial joined the Advisory board of the Kiwanis La Canada AM Endowment Fund. Kiwanis International is a global charitable organization with branches in 80 different countries that work in their local communities. - February 03, 2017 - Veda Financial
Royal Philips NV agreed to sell a majority stake in its lighting components unit to Apollo Global Management LLC in a cut-price deal valued at $2 billion after a U.S. national security panel blocked a more lucrative transaction with a Chinese buyer almost a year ago. - December 14, 2016 - Wismuller Gunter
Asos Plc, Britain's largest online-only fashion retailer, plans to double its U.K. manufacturing as the pound's post-Brexit plunge makes domestic production more affordable. - December 14, 2016 - Wismuller Gunter
Azim Nakhooda, Cleveland Financial Advisor and a Partner and Principal of Cedar Brook Group celebrates 20 years of service. - December 10, 2016 - Cedar Brook Financial Partners LLC
Wismuller Gunter reports that global funds sold about $11 billion of equities and bonds in Asia's emerging markets after Donald Trump's victory in the U.S. presidential election as expectations for his economic policies sent Treasury yields higher and sparked the dollar's strongest rally in eight years. - November 27, 2016 - Wismuller Gunter
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's 'America First' Policy. Emerging markets, thumped by Trump? - November 27, 2016 - Wismuller Gunter
Azim Nakhooda, Cleveland financial advisor, explains wealth redistribution and its impact. - November 05, 2016 - Cedar Brook Financial Partners LLC
Retirement Plan Advisors (RPA) Principal Zach Karas has been invited to join the Planning Committee for the National Association of Government Defined Contribution Administration (NAGDCA) 2017 Annual Conference.
Each year NAGDCA hosts this event to engage and support its members with educational programs... - November 02, 2016 - Retirement Plan Advisors