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Financial Planning
August 1, 2011
Jim Grote |
Giving Back The Foundation for Financial Planning is a nonprofit organization with a mission to provide financial planning services to lower-income families and individuals in crisis situations.   |
Financial Planning
August 1, 2013
Ann Marsh |
Financial Planning's Pro Bono Awards Most advisors offer their services to the wealthy. The people honored here provide planning help to clients who can least afford it - and need it most. |
Financial Advisor
November 2007
Karen DeMasters |
Fanning The Flames The Foundation for Financial Planning has been a bucket brigade that gets planners in touch with those in need -- not just of money, but advice. |
On Wall Street
November 1, 2010
Lauren Barack |
Difficult Conversations In Trying Times Michael Olman has watched clients affected by chronic illness. The senior vice president and wealth management specialist at Raymond James & Associates knows these sensitive times require both a deft touch, and a firm handle on financial matters. |
Financial Advisor
August 2006
Tracey Longo |
Pro Bono And The Profession Officials from 43 FPA chapters met to find out how to launch successful pro bono financial planning programs in their states. |
Financial Planning
August 1, 2012
Scott Wenger |
The Gift of Planning Imagine if every American had the benefit of consulting with a financial planner. The winners of this year's Financial Planning Pro Bono Planner of the Year Awards understand just how vital sharing this knowledge is. |
Financial Planning
October 1, 2012
Miriam Rozen |
The Ultimate Deadline: Planners Who Deal With Clients With A Fatal Illness A financial planner with a client with a fatal illness needs to engage in hand-holding and some gentle pushing. |
Financial Advisor
October 2010
Karen Demasters |
Reaching Out The troubled economy has meant more people need financial planning but can't afford it. Frank Pare and Saundra Davis are among those stepping in to help. |
Financial Planning
October 1, 2012
Ann Marsh |
Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights. |
Investment Advisor
June 2008 |
Planning for Those in Real Need Millions of people who need sound financial advice cannot afford it, and may not know where to go even if they could pay. Those are the people helped by the Foundation for Financial Planning. |
Investment Advisor
September 2007 |
Group Think SEC Chairman Christopher Cox announced that two new organizational units will be formed within the Office of Investor Education and Advocacy: The Office of Policy and Investor Outreach... The Certified Financial Planner Board of Standards has allocated $456,063 in grant funding... etc. |
Financial Planning
June 1, 2008
Martin M Shenkman |
Protect the Weak Chronic illness affects every aspect of wealth management. Because these matters are so important, you'll have to work through any discomfort about addressing these issues. |
Financial Advisor
December 2009
Mitch Anthony |
The Next Generation Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession. |
Financial Planning
August 1, 2010
Martin Shenkman |
Not Fade Away Planners must care because the aging population brings with it great incidences of chronic illnesses and every aspect of planning is affected. |
Financial Planning
September 1, 2012
Ann Marsh |
Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions. |
Energize
July 2009
Susan J. Ellis |
The Drive towards "Highly-skilled" and "Pro Bono" Volunteering Skilled or skills-based volunteering is the practice of using work-related knowledge and expertise in a volunteer opportunity |
Investment Advisor
September 2007
James E. Kearney |
No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future. |
Financial Planning
August 1, 2013
Scott Wenger |
Editor's Note: For Pro Bono Award Winners, Different ROI Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners |
Financial Planning
April 1, 2006
Ed McCarthy |
Critical Coverage Even the best-tended assets are at risk when clients suffer from extended illness or injury. Here's how financial planners are protecting them. |
Financial Planning
July 1, 2013
Scott Wenger |
FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers. |
