Tag Archives | Financial Planning Association
opera mari

What I Learned About Financial Planning In My Week “Down Under”

It was fantastic, instructive and inspirational, but way too short.  Our whirlwind week Down Under is unfortunately over and we’re safely back home (even my suitcase, which went walkabout for three days, had the good sense to finally come home!). I had the privilege of traveling to Australia as part of the U.S. Financial Planning Association’s […]

Read full story Comments { 1 }
suitcase

CFPs At Work: We’re Headed Down Under!

Mari is heading off this week on a voyage Down Under! She’s part of a delegation of U.S. certified financial planners jetting to Australia to meet with peers in Sydney and Melbourne on a trip sponsored by the Financial Planning Association. The goal is to learn more about Australia’s financial services industry and trends in […]

Read full story Comments { 0 }
kiplinger's june 2016

Boca High School Teacher Brett Burkey Featured in Kiplinger’s

Yes, that is indeed Spanish River High School econ teacher Brett Burkey in this month’s Kiplinger’s magazine! Seems Kiplinger interviewed Burkey back in 2006 to talk about the investment strategy he used in his own retirement portfolio, and checked back in with him this month for a quick update. Burkey teaches economics at Boca’s Spanish River […]

Read full story Comments { 0 }
teens shopping

U.S. Students’ Financial Literacy “Painfully Average”

U.S. teenagers ranked “painfully average” in a just-released world ranking of financial literacy skills. American 15-year-olds’ placed between eighth and 12th compared to over 29,000 students in 65 countries across the globe. The test scores were from the high profile Programme for International Student Assessment, or PISA, for short. “We certainly were disappointed, but not surprised,” says Ted Beck, CEO of […]

Read full story Comments { 0 }