Displaying posts tagged with

“Planning”

Sam Thornal Receives Chartered Retirement Planning Counselor(SM) Designation

Sam Thornal Receives Chartered Retirement Planning Counselor(SM) Designation Addison, TX (PRWEB) November 22, 2010 Sam Thornal CFP®, CDFA(TM), ChFC®, a Senior Financial Advisor with Ameriprise Financial in Addison, TX has also achieved the professional designation of Chartered Retirement Planning Counselor (CRPC®) through The [...]

strategicplanningMD, Kurt Salmon Forge Strategic Partnership to Strengthen Strategic Planning Software Offering

strategicplanningMD, Kurt Salmon Forge Strategic Partnership to Strengthen Strategic Planning Software Offering Scott Regan Atlanta, GA (PRWEB) January 10, 2012 strategicplanningMD and Kurt Salmon today announced a strategic partnership that will deepen the capabilities and offerings of both companies. strategicplanningMD [...]

Governor Sonny Perdue Declares Oct 4th – 9th as Financial Planning Week

Governor Sonny Perdue Declares Oct 4th – 9th as Financial Planning Week® in the State of Georgia Woodstock, GA (PRWEB) October 2, 2010 The Financial Planning Association of Georgia is pleased to announce that Georgia Governor Sonny Perdue has proclaimed the week of [...]

Flood Waters Don?t Stop eShipping

Flood Waters Don’t Stop eShipping® as They Leverage Proactive Planning and the CoSentry Kansas City Business Resiliency Center Kansas City, MO (PRWEB) July 21, 2011 Headquartered in Parkville, Missouri, eShipping enacted plans that use CoSentry’s work group recovery capabilities [...]

Paul Streiber, M.B.A., CFP

Paul Streiber, M.B.A., CFP® Joins Heritage Financial Planning Grapevine, TX (PRWEB) July 07, 2011 Paul R. Streiber, M.B.A., CFP®, financial planner and wealth manager, has joined Heritage Financial Planning (http://www.HeritageFinancialPlanning.com) in Grapevine, Texas, to help serve a select group of clients who [...]

Dallas Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP, Fort Worth Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP

Dallas Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP, Fort Worth Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP Dallas/Fort Worth, TX (PRWEB) April 23, 2005 Steve Blankenship, CFP®, a nationally recognized financial planner, is conveniently located in the heart of the DFW [...]

Robert Pagliarini, CFP Promoted to Vice President of Financial Planning Assocation Los Angeles Chapter

Robert Pagliarini, CFP Promoted to Vice President of Financial Planning Assocation Los Angeles Chapter (PRWEB) March 8, 2004 Robert Pagliarini, CFP was promoted to Vice President of the Financial Planning Association Los Angeles chapter. The Financial Planning Association is the membership organization for [...]

INFRE Certified Retirement Counselor

INFRE Certified Retirement Counselor® (CRC®) Accreditation Distinguishes Retirement Planning Professionals Lubbock, TX (PRWEB) October 24, 2009 InFre Certified Retirement Counselor® program receives national Accreditation. Combine the current economic crisis with the fact that there are 78 million Boomers getting ready to retire [...]

Paul R. Streiber?s M.B.A., CFP

Paul R. Streiber’s M.B.A., CFP® Offers Mid Year Financial Planning Tips Dallas, TX (PRWEB) July 20, 2011 Paul R. Streiber, M.B.A., CFP®, financial planner and wealth manager, with Heritage Financial Planning (http://www.HeritageFinancialPlanning.com) in Dallas, Texas, works with people who start the year with [...]

Governor declares Financial Planning Week

Governor declares Financial Planning Week® in Georgia Oct 5th through 11th Atlanta, Georgia (PRWEB) September 27, 2009 The Honorable Governor Sonny Perdue has issued a proclamation declaring October 5 – 11, 2009, as Financial Planning Week in the state of Georgia. Similar proclamations [...]