Archive | Company & Community News RSS feed for this section
financial_media

In the News

We actively participate in a variety of  media projects with the goal of helping clients and consumers learn more about financial issues.  Here are some of the recent articles to which we contributed (for a full listing, please visit our website): Florida Trend, Cindy Krischer Goodman, April 2012, “Where are you advising clients to invest while […]

Read full story Comments { 0 }
women advisors banner

Mari to Speak at Women Advisors Forum on March 13

      We are pleased to announce that Mari Adam has been invited to participate on the “Demystifying Decumulation” panel at the Women Advisors Forum, scheduled for March 13, 2012 in Boca Raton, Florida.  The panel will focus on how, as Baby Boomers age, advisors are tasked with transforming their strategies and practices along with them. The […]

Read full story Comments { 0 }
congratulations_balloon

Congratulations to Client Services Associate Melissa Grochal!

Congratulations to our Client Services Associate Melissa Grochal who recently earned the Registered ParaplannerSM designation, which includes coursework in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, as well as on-the-job experience and a written examination and code of ethics.   Melissa undertook most of her undergraduate coursework at Emory University and […]

Read full story Comments { 0 }