LRP Training Conference in Scenic Salt Lake City, Utah October 25 and 26, 2012 at the Salt Lake City Plaza Hotel
|
|
- Phyllis Blake
- 8 years ago
- Views:
Transcription
1 Life Resource Planning System; A Rewarding New Approach to Working With Aging Seniors; October 2012 Conference Salt Lake City Utah LRP Training Conference in Scenic Salt Lake City, Utah October 25 and 26, 2012 at the Salt Lake City Plaza Hotel Instructions on How to Increase Your Income with Solution-Based Planning How and Where to Promote Marketing Instructions and Training Manuals Marketing Material, Mentoring Support and Back-Office from the NCPC Valuable and Extensive Training to Become a Life Resource Planner Salt Lake City Plaza Hotel The Plaza Hotel is located in the heart of Salt Lake City Temple Square (800) register to stay overnight for the dates of October 24 and October 25 Additional discount for membership in The National Care Planning Council! Go to to register and learn more about this exciting new approach for your business!
2 Conference Schedule October 25, 2012 Session I 9am to 12:30pm Achieving Success through Life Resource Planning Robert Mauterstock MS, CFP, ChFC, CLTC Income Opportunities Using the Life Resource Planning System Bruce Lybbert BA, CLRP Acquiring the Basic Knowledge to Be a Life Resource Planner Thomas Day MBA, CLU, CLRP Lunch Included Session II 1pm to 5:30pm Life Resource Planning and the Role of the Care Manager Natalie Moyle MA, LAPC The Life Resource Planning Team Thomas Day MBA, CLU, CLRP Designing and Presenting a Life Resource Plan Thomas Day MBA, CLU, CLRP/ Bruce Lybbert BA, CLRP/ Natalie Moyle MA, LAPC October 26, 2012 Session III 8:30am to 12:30pm Building a Successful Fee-Based Planning Practice Robert Mauterstock MS, CFP, ChFC, CLTC Understanding and Educating about Veterans Benefits to Get in Front of Seniors Jed Winegar BS, CLRP/ Chris Merrill CLRP Organizing, Promoting and Marketing the Life Resource Planning Team David Cole RIA, CLTC, CLRP Breakfast Included Session IV 1:30pm to 5:30pm Optional Attendance Questions and Answers and Individual Help from the Staff
3 Biographies of Presenters Thomas Day MBA, CLU, CLRP Thomas is passionate about helping our senior population solve the problems that arise with aging. This passion spans from his experience dealing with a difficult condition in his senior years. The treatment he received for his condition from VA saved his life, and he was lucky. Without a good life resource plan, many seniors lose thousands of dollars from lifechanging events that might have been handled much more cost effectively had a plan been put in place. Now more than ever our country needs experts in life resource planning to aid our aging generation. After graduating with a BA in physics and math, later earning an MBA, becoming a pilot during the Vietnam war, and working as a financial planner for many years, Tom came to the full realization of his passion for helping aging seniors. In 2002, he then founded the web-based company The National Care Planning Council which allowed him to work with seniors and their children. For ten years, Tom has used his expertise in financial planning, long-term care planning, life resource planning and VA Benefits to help thousands of seniors and senior service care providers across the United States. As an accredited claims agent, Director and leading adviser for the National Care Planning Council, he understands the issues that are plaguing our seniors, and is here to help. With each year, comes a new idea and a new plan. The need for elder care will never diminish and neither will Thomas Day's presence in the evergrowing field of life resource planning. Robert Mauterstock MS, CFP, ChFC, CLTC Robert Mauterstock is a recognized expert in the fields of retirement income planning, long term care planning and veterans benefits. For thirty years he helped hundreds of families achieve a worry-free, comfortable retirement. He has also helped many families deal with the chronic illness of a family member, working to create long-term care plans using Medicare, Medicaid and Veterans Benefits, as well as providing awareness of other resources to protect family assets. After graduating from Princeton University, Bob served as a Navy helicopter pilot. He then went back for his Master s Degree in Education from the University of Connecticut. He holds the designations of Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Certified Long-Term Care (CLTC). An accomplished speaker and authority on financial concerns of the elderly, his program entitled Can We Talk inspires elderly parents to work together with their adult children to preserve their legacy.
4 Chris Merrill CLRP Chris has demonstrated a successful career in sales. He was the number one salesman for a national software company for many years before moving on to a position with a national insurance brokerage firm. Recognizing the need to be on his own, Chris chose to work with seniors and their families by providing long term care insurance. His working with seniors also led to a successful career selling Medicare advantage plans. He has been in the top tier of producers for a number of years. Chris currently works with the National Care Planning Council, assisting with national marketing solutions. Natalie Moyle MA, LAPC Geriatric care specialist, Natalie Moyle MA, LAPC has fifteen years of experience managing care for the aging population. She is a valuable resource as she educates, counsels and mediates. Her professional guidance offers peace of mind and helps families come together as they face important care decisions regarding their loved ones. Natalie can assess your family s situation and assemble a variety of services to address the needs of your loved one. She is careful to respect the uniqueness and autonomy of each individual client and delivers her services with sensitivity and proficiency. Enlisting the support of other family members to consult a professional is a good way to build a consensus on the solutions. It is also the best way to preserve precious family relationships. After years of helping people with family disagreements, she also realized the need and the value of mediation services. She received her certificate in mediation from the University of Utah which has one of the most respected programs in the country. Natalie is currently involved in providing badly-needed care management services in the greater Salt Lake Metropolitan Area. Bruce Lybbert BA, CLRP Mr. Lybbert is a Director of the Senior Veteran s Service Alliance and is actively involved in the organization's operations, strategic planning and financial management. A seasoned veteran of the brokerage industry and Wall Street, Bruce co-founded Tel America, Inc in 1982, growing it into a successful communications giant which became the largest regional long distance carrier in the western United States. Mr. Lybbert joined Refill Energy in 2006, as a Chairman of the Board. Bruce holds a BA in finance and marketing from Weber State University and pursued post-graduate studies in finance at New York University. He has been a director with the Senior Veteran s Service Alliance since 2011.
5 David Cole RIA, CLTC, CLRP David was born and raised in Northern California. After high school and college, David served in the Air Force during the Vietnam War as a combat historian with the 22nd Bomb Wing of the Strategic Air Command. After receiving an Honorable Discharge, David went on to build a successful employee benefits consulting firm in Central California (Frontiers Benefit Services), which was acquired by Wells Fargo in For the next six years he worked with Wells Fargo as Vice President, Employee Benefits Division in Rancho Cordova, California with a focus on 401k, Pension, and other employee benefit plans until he relocated his family to North Carolina in 2006 and established an independent advisory business focused on Retirement Resource Planning and the Long Term Care needs of Senior War-Time Veterans. David and his wife Shelley were married in Sacramento, California in July Their family consists of a yours, mine and ours with children ranging in ages from They reside in Apex, NC with their two younger children along with David s father, Gordon, who is 99 years young and very active. Shelley has worked in the insurance industry for over 17 years and built her own Third Party Administration company in California. After arriving in North Carolina she established Apex Health and Life. While her primary focus is raising their younger children, she is also an Accredited VA Claim Agent and licensed agent, and serves as an instructor for the State s Medicare Licensing Course. David also serves on the Board of the Cary Central Rotary, Director of the North Carolina Senior Care Council, and is active in his Church and community. Licenses & Accreditations Held: Securities Series 7, 63 and 65 Registered Investment Advisor, North Carolina & California Property & Casualty, Life and Health Insurance with Medicare Supplement, Medicare Advantage & Long Term Care Certifications, VA Accredited Claims Agent. Jed Winegar BS, CLRP Jed is an original board member and longest standing employee of the National Care Planning Council. Since 2006, he has worked alongside Thomas and Susan Day to help grow the council's membership base to over 1,000 individuals across the country. He is involved with many aspects of the council including web, sales, support, training, Life Planning, and VA Claims. Jed personally handled over 500 applications for VA Benefits in Jed is a VA Accredited Claims Agent, Certified Life Resource Planner and holds a Bachelor's Degree in Business Economics. He is an avid reader of The Economist, active swing trader, and a local scout leader.
6 List of Materials, Support and Other Benefits You Receive from Attending How to Increase Your Income with Solution-Based Planning classroom instruction written instructions on the planning process 36 pages complete 246 page printed and bound sample of a life resource plan copies of the initial survey, the client questionnaire and the client planning letter of agreement available mentoring, online training and phone coaching on fee-based planning How and Where to Promote and Market Instructions, Training Manual, Marketing Support from the NCPC and Marketing Materials classroom instruction sales and marketing manual 80 pages of written instruction "Community Solutions for Eldercare" booklets "Long Term Care Benefits for Veterans" booklets templates for several different types of brochures ghostwritten articles to use as your own for promoting you and your team existing state websites for you and your resource planning team go to as an example a one-year website listing and sales page for you at no additional cost as part of your training fee on your local state planning website go to Natalie Moyle as an example slide presentation system "Understanding the Need for Life Resource Planning" veterans benefit slides for community presentations 11 community slide presentations for the members of your resource planning team available mentoring, online training and phone coaching on marketing How to Become a Life Resource Planner classroom instruction available mentoring, online training and phone coaching to help you be successful a personal copy of the "Life Resource Planning Handbook" 580 pages an essentials of Medicaid planning handbook 340 pages Certified Life Resource Planner Designation This training conference is a prerequisite for your taking the test to become a CLRP.
Charlie Auerbach CFP, CLU, ChFC, EA
Charlie Auerbach CFP, CLU, ChFC, EA In 2001, Charlie Auerbach founded Wealth Strategies Group, Inc. as a full-service financial planning firm dedicated to providing successful executive, professional,
More informationHow To Help Your Family
Shaena L. Miller, Financial Advisor Shaena Welsh Miller is an Financial Advisor with Ameriprise Financial and President of the Welsh Miller Financial Group, which currently manages over $90 million dollars
More informationForm ADV Part 2: Brochure Supplement
Bashar M. Qasem 703.207.7005 x101 This Brochure Supplement provides information about Bashar Qasem that supplements the Azzad Asset Management s brochure. You should have received a copy of that brochure.
More informationDallas Office 14214 Dallas Parkway Suite 1100 Dallas, TX 75254-2961 972.702.8262
October 1, 2013 Dallas Office 14214 Dallas Parkway Suite 1100 Dallas, TX 75254-2961 972.702.8262 Little Rock Office 400 W. Capitol Avenue Little Rock, AR 72203-3217 501.375.5200 www.bkdwa.com Advisors
More informationCapabilities Presentation
PRESENTED TO: Capabilities Presentation Scott J. Horowitz, CRPC, WMS Senior Vice President, Investments Wealth Management Specialist scott.horowitz@raymondjames.com Shelly E. DeLucas Senior Registered
More informationBrock Jolly. for NAIFA Trustee. Innovation Dedication Passion. www.brock4naifa.com. CFP, CLU, ChFC, CLTC, CASL, CFBS
Brock Jolly CFP, CLU, ChFC, CLTC, CASL, CFBS for NAIFA Trustee Innovation Dedication Passion www.brock4naifa.com Innovation If you always do what you ve always done, you will always get what you ve always
More informationHow To Know More About Douglas W. Jones Financial And Insurance Services
Douglas W. Jones Associates Financial & Insurance Services, Inc. 26477 Rancho Parkway South Lake Forest, California 92630 Phone: 949-699-1660 Fax: 949-699-1069 Web Site: www.jonesfinancial.com February
More informationPeter Miller Robert Hofmann, CFP Paulette Greenwell, CFA, MBA Mark Frombach, CFA, MBA Susan Arnold Ryan Crooks, MBA Tucker Schade Lori Blum
1835 Market Street, Suite 500 Philadelphia, PA 19103 215-981-1030 The Following Investment Committee Members are presented in this Supplement. Peter Miller Robert Hofmann, CFP Paulette Greenwell, CFA,
More informationKansas City Office 1201 Walnut Street, Suite 1700 Kansas City, MO 64106-2246 816.842.1935
January 25, 2013 Kansas City Office St. Louis Office One Metropolitan Square 211 N. Broadway, Suite 600 St. Louis, MO 63102-2733 314.231.9731 www.bkdwa.com Advisors presented in this supplement: Lynn Mayabb
More informationJuly 2004 November 2005
July 2004 November 2005 Our firm has been growing and changing over the years and many of you have not had the opportunity to meet all the employees of Private Wealth Management. Over the next several
More informationCapital Advisory Group 442 W. Kennedy Blvd., Suite 380 Tampa, FL 33606 813 254 1070
Capital Advisory Group 442 W. Kennedy Blvd., Suite 380 Tampa, FL 33606 813 254 1070 This brochure is required by law and provides information about the qualifications and business practices of Capital
More informationSeminar Schedule (subject to change)
Tuesday, October 21, 2014 Trilogy Orlando 100 Acorn Avenue, Groveland, FL 34736 The goal of the inaugural Philanthropy Day for Lake County is to offer educational seminars that help to improve and build
More informationBrochure Date: March 30, 2016. Firm Name: Contact Information: Pacific Asset Management, LLC 1590 Bay Street Port Orchard, WA 98366
Brochure Date: March 30, 2016 Firm Name: Pacific Asset Management, LLC 1590 Bay Street Port Orchard, WA 98366 Contact Information: Managing Member: Gary L. Lucy, CPA, CFP Phone: 360-876-1938 Fax: 360-876-0823
More informationwith trust comes solutions
atfinancial.com WHO WE ARE @financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products
More informationC-Careers in Personal Financial Planning and Counseling
C-Careers in Personal Financial Planning and Counseling Personal financial planning and counseling is a professional field that addresses the financial concerns of individuals and families. The need for
More informationGuarneri Kabot Bollag. & Associates
Guarneri Kabot Bollag & Associates Our values Client trust is essential. Every member of our team is dedicated to helping clients reach their goals. When everyone shares the same vision and works toward
More informationKBB Wealth Management
KBB Wealth Management KBB Wealth Management Todd C. Kelly, CFP, CIMA Senior Vice President Sr. Investment Management Consultant Matt J. Bridge, CFP Senior Vice President Sr. Investment Management Consultant
More informationUSING ONLINE TRAINING TO BUILD A CAREGIVER- SAVVY ENSEMBLE OF PROFESSIONALS
USING ONLINE TRAINING TO BUILD A CAREGIVER- SAVVY ENSEMBLE OF PROFESSIONALS North Carolina Lifespan Respite Care Program 2012 Building Integrated and Sustainable Lifespan Respite Care Programs Grant Learning
More informationIt s All About The Experience: Yours And Ours. WealthConsultingGroup_J.Lee_Bro_FNL.indd 1
It s All About The Experience: Yours And Ours WealthConsultingGroup_J.Lee_Bro_FNL.indd 1 Extensive Industry Experience Drives An Exceptional Client Experience WCG is a boutique wealth management firm offering
More informationGregory J. Martik, CFP Jayme A. Russo Robert M. Pulit 538 Valley Brook Road, Suite 100 Venetia, PA 15367 724-941-8625 March 2012 www.bluestonewa.
Gregory J. Martik, CFP Jayme A. Russo Robert M. Pulit 538 Valley Brook Road, Suite 100 Venetia, PA 15367 724-941-8625 March 2012 www.bluestonewa.com Item 1. This brochure supplement provides information
More informationDallas Office 14214 Dallas Parkway Suite 1100 Dallas, TX 75254-2961 972.702.8262
January 25, 2013 Dallas Office 14214 Dallas Parkway Suite 1100 Dallas, TX 75254-2961 972.702.8262 Little Rock Office 400 W. Capitol Avenue Little Rock, AR 72203-3217 501.375.5200 www.bkdwa.com Advisors
More informationPLANNING SYSTEM J A N UA RY 3 1 F E B RUA RY 1, 2 0 1 3 1. C L A R I F Y FA M I LY M O N E Y I S S U E S
DO YOU WANT To be a leader in comprehensive wealth management services in order to attract and retain high net worth clients? To be knowledgeable in the best practices of wealth, life, and legacy planning,
More informationWhat You Should Know A B O U T F INANCIAL P LANNING
What You Should Know A B O U T F INANCIAL P LANNING You may have come across the term financial planning recently and wondered what it means. You may have decided to start your own financial plan but you
More informationUniversity Partners Program FAQs for FSP Chapters
University Partners Program FAQs for FSP Chapters Q 1. What is the University Partners Program? The University Partners Program is an outreach to colleges and universities that includes the following features:
More informationStellar Capital Management, LLC
Stellar Capital Management, LLC 2200 East Camelback Road, Suite 130 Phoenix, Arizona 85016 602.778.0307 Form ADV Part 2B The Brochure Supplement March 25, 2015 This Brochure Supplement provides information
More informationBrochure Supplement (Part 2B of Form ADV)
Brochure Supplement (Part 2B of Form ADV) MCNAMARA FINANCIAL SERVICES, INC. 1020 Plain Street, Suite 200 Marshfield, MA 02050 781-834-2010 Fax 781-834-2056 www.mcnamarafinancial.com This brochure supplement
More informationJohnson & Gilliss Wealth Management Group
Johnson & Gilliss Wealth Management Group Engagement Proposal Prepared by: J. Michael Johnson, CLU E. Neil Gilliss, MBA, CFP 107 South 1st Street Richmond, VA 23219 804-788-1011 michael@johnsonandgilliss.com
More informationPersonal Financial Planning Certificate Program
Finance Personal Financial Planning Certificate Program n Curriculum satisfies the CFP Board s education requirement to sit for the CFP Certification Examination n Program available online and on campus
More informationBetter Financial Education For Greater Wealth
An Absolute Commitment to Relative Wealth Making money and building wealth are not the same thing. Your future is more than your investments. Working Working Retired Wealth Everything Else Investing Perspective
More informationWealth Management Built on Integrity and Experience
Wealth Management Built on Integrity and Experience How Successful Portfolios Can Help You Prepared March 1, 2011 www.successfulportfolios.com 300 South Duncan Avenue, Suite 166 Clearwater, FL 33755 (800)
More informationOur Relationship with You... Jolly Owen Team Brochure
Our Relationship with You... Jolly Owen Team Brochure Benjamin T. Jolly, CFP, AWMA financial advisor S. Grayson Owen financial representative Industry & Community Involvement American Red Cross John Hancock
More informationTAYLOR SENIOR PARTNER
Brochure Supplement (Part 2B of Form ADV) Dated October, 2011 This Brochure Supplement of the ADV II, filed with the SEC on April 29, 2011, provides information on the partners and employees of, 832 Camino
More informationFirm Brochure Supplement (Part 2B of Form ADV) March 9, 2015
NORTHEAST INVESTMENT MANAGEMENT, INC. INVESTMENT ADVISORS AND TRUSTEES 100 High Street, Suite 1000 Boston, Massachusetts 02110-2301 (617) 523-3588 Phone (617) 523-5412 Facsimile www.northeastinvest.com
More information2014 LSA National Conference. introducing Presenters
2014 LSA National Conference introducing Presenters Enhancing Your 2014 LSA National Conference Experience Market, Economic, and Research update Tools & Technology to help you grow your practice Implementation
More informationFlanagan Wealth Management Group. An architect for your financial future
Ab Flanagan Wealth Management Group An architect for your financial future We believe in taking the time to connect with you not just on a financial, but on a personal level to ensure we understand what
More informationHow to Choose the Right Personal Financial Planner
How to Choose the Right Personal Financial Planner Brought to you by and America's CPA Financial Planners Take Charge: Your Money. Your Life. 1 Let s get this out of the way The general information contained
More informationBrian K. Stickney, CFA, CFP
Item 1 - Cover Page Brochure Supplement for Brian K. Stickney, CFA, CFP CRD# 2217162 Ironridge Wealth Management, LLC 100 Galleria Parkway Suite 1130 Atlanta, GA 30339 (770) 635-1925 www.ironridgewealth.com
More informationLeading $700 Million Denver, CO- Based Wealth Management Team, Cardan Capital Partners, Launches as an Independent Advisory Firm
Media Contact sallycates@dynastyfinancialpartners.com 212-373- 1000 Leading $700 Million Denver, CO- Based Wealth Management Team, Cardan Capital Partners, Launches as an Independent Advisory Firm NEW
More informationEQUIPPING FOR IMPACT The Campaign for CBU s College of Engineering
EQUIPPING FOR IMPACT The Campaign for CBU s College of Engineering Gordon and Jill Bourns COLLEGE OF ENGINEERING growth in enrollment and degrees offered Campaign HIGHLIGHTS... Start Campaign $5.5M Gift
More informationPersonal Financial Advisors
SOC 13-2052: Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients assets, liabilities,
More informationPart 2B of Form ADV: Brochure Supplement. Financial Management Strategies, Inc. Carl Camillo 9050 Sweet Valley Drive Valley View, Ohio 44125
Part 2B of Form ADV: Brochure Supplement Financial Management Strategies, Inc. Carl Camillo 9050 Sweet Valley Drive Valley View, Ohio 44125 Telephone: 216-642-1099 Email: carlc@plancorp.biz Web Address:
More informationDie cut with 2mm rounded corners
The Ameriprise Financial Story We are, and have been for over a century, a company on a mission. Our advisors help clients achieve their financial goals through personal financial planning and advice.
More informationPart 2B of Form ADV Brochure Supplement
Item 1 Cover Page Part 2B of Form ADV Brochure Supplement March 16, 2016 Supervised Person: Theodore Jack Ecker Quantitative Advantage, LLC 10400 Yellow Circle Drive, Suite 303 Minnetonka, Minnesota 55343
More informationPart 2B of Form ADV: Brochure Supplement
Capital Ideas, Inc. Charles M. Best 5950 Berkshire Lane, #1060 Dallas, TX 75225 214-750-4400 Item 1 - Cover Page This brochure supplement provides information about Charles M. Best that supplements the
More informationHow to Select the Right Financial Advisor
Q3 2013 Oxford Communiqué Investor Report: How to Select the Right Financial Advisor By The Oxford Club Research Team NOTE: The Oxford Club is not a broker, dealer or licensed investment advisor. No person
More informationConsidering a Career in Life Insurance Sales? We are leading the way! www.mcguirefinancial.ca
Considering a Career in Life Insurance Sales? We are leading the way! For a Career in Life Insurance Sales, We are leading the way Our Company McGuire Financial was founded by Glen P. Zacher CFP in 2004
More informationWealth Preservation Tax Reduction Strategies. Wealth Transfer. Charitable Giving
BRIAN RAMSEY MBA, CFP, ChFC Senior Wealth Manager brian.ramsey@meritrustwm.com Direct: 502.882.4613 Brian Ramsey is a Senior Wealth Manager at Meritrust Wealth Management. Brian specializes in collaborating
More informationCFP CERTIFICANT DISCLOSURE FORM (FORM FPE)
CFP CERTIFICANT DISCLOSURE FORM (FORM FPE) For Use In Financial Planning Engagements This disclosure form gives information about the CFP certificant(s) and his/her/their business. This information has
More informationWhat is a CDFA? How do CDFAs help divorcing people?
What is a CDFA? How do CDFAs help divorcing people? The role of the CDFA is to assist the client and his/her lawyer to understand how the financial decisions he/she makes today will impact the client s
More informationNew Family Welcome Letter
New Family Welcome Letter Welcome to our OASIS family! OASIS is a unique, student-centered educational program for families who are looking for a different option than the traditional school setting. We
More informationy ou don t need to be a millionaire to
y ou don t need to be a millionaire to benefit from comprehensive financial planning. Whether you have thousands or millions of dollars to invest, you are entitled to help from a financial advisor who
More informationApplied Advisor Phone: 415-325-2042 Date: 1/3/2016
Planner's Name: Kathleen Hentges, CFP Company: Applied Advisor Phone: 415-325-2042 Date: 1/3/2016 1 Do you have experience in providing advice on the topics below? If yes, indicate the number of years.
More informationStrategic. partnerships
Strategic partnerships Investment management tax efficiency legal structure risk management MONTI, THOMPSON & GETTY Partners to Leading Accounting and Law Firms Monti, Thompson & Getty (MTG) is in the
More informationALAN S. WARDYGA WEALTH MANAGEMENT RESOURCES, INC.
ALAN S. WARDYGA WEALTH MANAGEMENT RESOURCES, INC. 501 Great Road #201 North Smithfield, Rhode Island 02896 Tel. 401-356-1400 Fax 401-356-0688 February 3, 2016 FORM ADV PART 2B BROCHURE SUPPLEMENT This
More informationVoting Members of Nationwide Investment Advisors, LLC ( NIA ) Investment Committee
Item 1 Cover Page Part 2B of NIA Form ADV: Brochure Supplement Voting Members of ( NIA ) Investment Committee Daniel C. Grome One Nationwide Plaza Mail Code 1-08-401 614-677-8484 Harold C. Schafer Mail
More informationIn January 2012, the VetForce1 organization was formed in order to
In January 2012, the VetForce1 organization was formed in order to assist recently returning Veterans in their quest for a successful career with VetForce1 s cooperative efforts with educational institutions,
More informationWhat It Means To Be A PALADIN 5-Star Advisor
What It Means To Be A PALADIN 5-Star Advisor When is an Advisor not an Advisor? A small percentage of financial professionals have spent years acquiring the knowledge they need to help their clients achieve
More informationTFC Financial Management, Inc. Form ADV Part 2B. Brochure Supplement
Form ADV Part 2B Brochure Supplement May 12, 2015 Website: www.tfcfinancial.com E-mail: info@tfcfinancial.com This Brochure Supplement provides information about Jane Taubner Barney, Kathleen A. Chianca,
More informationWho is your Financial Advisor? (And does it matter?)
Who is your Financial Advisor? (And does it matter?) By Randy Christian, ChFC Many years ago, when I was just starting out in the financial services business as an agent for The Prudential Insurance Company,
More informationForm ADV Part 2B Brochure Supplement Jeffery Dane Brookshire and Graham Stuart Guess
Form ADV Part 2B Brochure Supplement Jeffery Dane Brookshire and Graham Stuart Guess Item 1 Cover Page Jeffery Dane Brookshire and Graham Stuart Guess Pacific Wealth Strategies Group, Inc. 4213 State Street,
More informationCOMPETITION CFA INSTITUTE RESEARCH CHALLENGE SOUTHWEST U.S. FINALS
COMPETITION CFA INSTITUTE RESEARCH CHALLENGE SOUTHWEST U.S. FINALS Leah R. Bennett, CFA, CIC Managing Director and CIO King Investment Advisors Leah R. Bennett is a portfolio manager and investment analyst
More informationHow to Evaluate An Investment Advisor
Key Questions to Ask an Investment Advisor Specially Prepared for Continental Airlines Pilots Nearing Retirement You have built a substantial retirement nest egg over the years. Soon, you can relax and
More informationMBA, CFP Financial Consultant
NATHAN MCNULTY, MBA, CFP Financial Consultant nathan.mcnulty@meritrustwm.com Direct: 502.882.4608 Nathan McNulty is a Financial Consultant at Meritrust Wealth Management. He specializes in providing individuals
More informationFinding the Right Investment Advisor: Key Questions Pilots Need to Ask Now
Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now At Cleary Gull, we think the best way to find the right investment advisor is to focus on the four Ps: people, philosophy, process
More informationPOSITION SPECIFICATION LIFE INSURANCE MARKETING REPRESENTATIVE. Company Vision: To be Respected Leaders, Guides & Confidants to Our Clients
POSITION SPECIFICATION LIFE INSURANCE MARKETING REPRESENTATIVE THE COMPANY Plybon & Associates entered the life insurance business in 1950, with a commitment to provide clients with professional guidance
More informationExperience a different kind of advice.
Experience a different kind of advice. From the CEO Thank you for taking the time to get acquainted with SmithReed. In this brochure you ll find an overview of our services and you ll meet a team of experienced
More informationIRS KANSAS TAX PRACTITIONER SYMPOSIUM August 20, 2015 Agenda Johnson County Community College Overland Park, KS
IRS KANSAS TAX PRACTITIONER SYMPOSIUM August 20, 2015 Agenda Johnson County Community College Overland Park, KS 8:00 a.m. Welcome Timothy Cain, Kansas NATP President, Tax Wise Inc. 8:10 a.m. Examination
More informationThe Tom Wathen Center
The Tom Wathen Center @ Historic Flabob Airport 4130 Mennes Avenue #24 Jurupa Valley (Riverside), CA 92509 Tel: (951) 683-2309 ~ Fax: (951) 683-4569 www.flabob.org ~ www.tomwathencenter.org ~ www.facebook.com/flabobairport
More informationTHE STRATEGIC WEALTH ADVISORS GROUP AT CITI PERSONAL WEALTH MANAGEMENT
THE STRATEGIC WEALTH ADVISORS GROUP AT CITI PERSONAL WEALTH MANAGEMENT Managing Your Wealth, Growing Our Relationship INVESTMENTS AND INSURANCE PRODUCTS: NOT FDIC INSURED NOT A BANK DEPOSIT NOT INSURED
More informationIntroduction to Financial Architects
Introduction to Financial Architects We are a registered investment advisory firm providing financial planning and wealth management services to private clients in metro-atlanta, across the United States,
More informationBernice P. (Bernie) Dixon
Bernice P. (Bernie) Dixon Bernice P. Dixon is the Chairman and CEO of Atlanta Technology Angels and Founder and CEO of Advising Angels. Bernie has been passionate about leveraging her positions as a senior
More informationNAPFA University presents. Financial Planning FUNDAMENTALS. October 9-14, 2011 NAPFA Headquarters Arlington Heights, IL
NAPFA University presents Financial Planning FUNDAMENTALS October 9-14, 2011 NAPFA Headquarters Arlington Heights, IL Financial Planning Fundamentals is a comprehensive financial planning program integrating
More informationHerb White, CFP Denverʼs Strategic Retirement Planner
MEDIA KIT CERTIFIED FINANCIAL PLANNER Ed Slottʼs Elite IRA Advisor Group SM Denverʼs Top Wealth Managers Award Coloradoʼs Best Wealth Managers Award 2013 NABCAB Premier Advisor Award Master of Business
More informationGlobal Financial Planning Group, LLC
DARRYL G. DUERBUSCH DAVID B. LESZCYNSKI LYNN M. VANCE Global Financial Planning Group, LLC 1301 W. Long Lake Road, Suite 100 Troy, MI 48098 Phone: (248) 643-4820 Fax: (248) 643-4906 www.gfpgroup.com 1/31/2013
More informationEXPLORING THE ADVISOR MASTERY PROGRAM
EXPLORING THE ADVISOR MASTERY PROGRAM This unique program is designed to provide the training and support you need to become a well-prepared financial advisor. THE ADVISOR MASTERY PROGRAM IS DESIGNED FOR
More informationROWLING AND ASSOCIATES ACCOUNTANCY CORPORATION DBA ROWLING & ASSOCIATES
ROWLING AND ASSOCIATES ACCOUNTANCY CORPORATION DBA ROWLING & ASSOCIATES FIRM BROCHURE SUPPLEMENT (ADV PART 2B) APRIL 28, 2015 SUPERVISED PERSONS COVERED BY THIS SUPPLEMENT: Sheryl Lisa Rowling, CPA/PFS
More informationFerguson & Associates
Ferguson & Associates Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation (BofA
More informationSimmer Financial Planning, LLC
Item 1 Cover Page Ronald G. Simmer, CFP Simmer Financial Planning, LLC 5765 Willow Springs Way Ferndale, WA 98248 tel. (360) 380 0517 fax (360) 380 0528 ron@simmer.org www.simmerfinancial.com This Brochure
More informationQuestions to Ask When Choosing a Financial Planner: Our Responses
Questions to Ask When Choosing a Financial Planner: Our Responses Selecting a competent, qualified financial planner with whom you feel comfortable and one whose business style suits your needs is an important
More informationThe NorthStar Group at Morgan Stanley. We Will Help You Chart Your Course
The NorthStar Group at Morgan Stanley We Will Help You Chart Your Course 60 East South Temple Suite 2000, Salt Lake City, UT 84111 801-322-4711 / MAIN 800-453-9408 / TOLL-FREE 801-322-7695 / FAX www.ms.com/fa/thenorthstargroup/
More information13 th Annual General Meeting
13 th Annual General Meeting Meet the Candidates You can hear from the candidates in the 2016 Board of Director Election by attending the Meet the Candidates webinar on Tuesday, May 3, 2016 from 3:00 pm
More informationTFC Financial Management, Inc. Form ADV Part 2B. Brochure Supplement
Form ADV Part 2B Brochure Supplement May 19, 2014 Website: www.tfcfinancial.com E-mail: info@tfcfinancial.com This Brochure Supplement provides information about Jane Taubner Barney, Kathleen A. Chianca,
More informationHOW DO YOU GET TODAY TO FROM SOMEDAY? SUNCOAST ADVISORY GROUP SOMEDAY BEGINS TODAY
SOMEDAY? HOW DO YOU GET FROM TODAY TO SUNCOAST ADVISORY GROUP SOMEDAY BEGINS TODAY How am I going to live today in order to create the tomorrow I m committed to? - A NTHONY ROBBINS CLARITY. TARGETS. STRATEGIES.
More informationThe California Delta Group at Morgan Stanley Smith Barney....managing change
The California Delta Group at Morgan Stanley Smith Barney...managing change Delta is the symbol for change... The California Delta Group at Morgan Stanley Smith Barney looks forward to helping our clients
More informationDr. Paul Dyer Dr. Brigitte Steinheider
Jim Priest is a husband, dad, attorney and ordained deacon in the Church of the Nazarene. He has practiced law in Oklahoma for thirty years and has been consistently recognized as one of the best lawyers
More informationWealth Management & Planning
Wealth Management & Planning 1 , home of the... CONTACT INFORMATION LLG Financial Wealth Management & Planning 2840 Plaza Place Suite 206 Raleigh, NC 27612 Toll-Free 888-854-7526 Local 919-881-2850 Fax
More informationTERI M. HOLLANDER ALBIN
TERI M. HOLLANDER ALBIN 110 Main Street P O Box 98 Evansville, IN 47708 812-426-1481 J.J.B. Hilliard, W.L. Lyons, LLC 500 West Jefferson Street Suite 700 Louisville, KY 40202 800-444-1854 April 23, 2015
More informationTHE CALIFORNIA PARTNERSHIP FOR LONG-TERM CARE
THE CALIFORNIA PARTNERSHIP FOR LONG-TERM CARE Preserve Your Independence & Secure Lifetime Asset Protection WRITE TO US AT: California Partnership for Long-Term Care P.O. Box 997413 Mail Stop 4100 Sacramento,
More informationThe 8 Wealth Management Issues and Form 1040 Resolving a Common Frustration for Tax Professionals
The 8 Wealth Management Issues and Form 1040 Resolving a Common Frustration for Tax Professionals Sarah is a tax professional whose clients often ask for financial advice. One morning, her client Mike
More informationThe Integra Group Morgan Stanley Smith Barney
Contact Information at Tel: (925) 746-2982 Email: george.noceti@mssb.com Tel: (925) 746-2918 Email: paul.noceti@mssb.com Our Mission Statement Your economic and life situation is unique, and we at keep
More informationExpert advice on business opportunities in Cuba
CUBA Answers Expert advice on business opportunities in Cuba 10:00 a.m. Thursday, April 30, 2015 Price Lake Room Plemmons Student Union Appalachian State University CUBA ANSWERS 10:00 a.m. Welcome Heather
More information$2,500 Nursing Scholarship
$2,500 Nursing Scholarship Thank you for your interest in the Millie & Ken Hom Nursing Scholarship Program. Ken was looking for a special way to honor his late wife, Millie, a true pioneer for nursing
More informationProfessor, Pharmacy Practice, Ohio Northern University, College of Pharmacy Business Law
MIAMI-LUKEN SEPTEMBER 20 21, 2014 GREAT WOLF LODGE - Cincinnati/Mason Donnie Sullivan, RPh, PhD Professor, Pharmacy Practice, Ohio Northern University, College of Pharmacy Law Dr. Sullivan is a professor
More informationFINANCIAL INDEPENDENCE PLANNING, LLC
Volume XVII No. 4 APRIL 2011 422business.com Serving the Route 422, 100, 202, and Route 30 Corridors in Montgomery, Chester and Berks Counties. phoenixville pottstown reading royersford spring city collegeville
More informationThe Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish
The Paladin Group at Morgan Stanley Advocates for the People, Causes and Goals You Cherish 3737 Glenwood Avenue, Ste. 320 Raleigh, North Carolina 27612 855-830-0665 / Toll-Free 919-785-7163 / main 919-882-1212
More information2011-2012 CATALOG ADDENDUM 2 Effective January 31, 2012
2011-2012 CATALOG ADDENDUM 2 Effective January 31, 2012 See suprograms.info for program duration, tuition, fees, and other costs, median debt, federal salary data, alumni success, and other important info.
More informationWOMEN S ADVISORY BOARD BIOS
WOMEN S ADVISORY BOARD BIOS PATRICIA C. BRENNAN, CFP, CFS A graduate of Georgetown University and a Certified Financial Planner, Patti Brennan is different. Not only does she provide comprehensive wealth
More informationForm ADV Part 2B Individual Disclosure Brochure. Mark W. McGorry Personal CRD Number: 327815 Investment Adviser Representative
Form ADV Part 2B Individual Disclosure Brochure Mark W. McGorry Personal CRD Number: 327815 Investment Adviser Representative Wealth Partners Advisors, LLC 286 Madison Avenue, Suite 200 New York, NY 10017
More informationGHF GREENHOUSE FINANCIAL, LLC
GHF GREENHOUSE FINANCIAL, LLC 1009 East Church Street Atmore, AL 36502 Voice: Fax: (251) 446-7661 WHO IS GREENHOUSE FINANCIAL? GHF is a financial firm providing consulting advice and solutions to financial
More information