Tag Archives | Financial Trust Asset Management
marlins game 2015-06 cropped.jpg

Take Me Out To The Ball Game!

Stephanie Cooper and Rachael Grattan were at the ball game Tuesday night to see the Miami Marlins play the New York Yankees, in an event sponsored by the Financial Planning Association of South Florida. But the evening wasn’t all fun and games. Before the Marlins took the field, Stephanie and Rachael attended a presentation by Daniel J. […]

Read full story Comments { 0 }

Three Decades Of Change For Women Investors

Have things really changed for women investors over the past three decades? Absolutely, and for the better, said top women investment advisors invited to participate on our women’s panel at the September 16 Financial Planning Association event in Fort Lauderdale. Panelists included Linda Lubitz Boone, CFP®, President and Founder of the Lubitz Financial Group in Miami, Carolyn […]

Read full story Comments { 0 }