Asset Planning Strategies to Host Wealth Management Seminar with Ken Stern for Accredited Investors
Bingham Farms, Mich. (ContentDesk) June 14, 2006 -- Asset Planning Strategies (APS), a Michigan branch of First Allied Securities and the investment advocate of estate, tax, financial planning and money management services to the Great Lakes region, announced today that professional money manager Ken Stern will speak at an upcoming wealth management seminar exclusively for accredited investors. The special seminar entitled Wealth Management with Ken Stern is scheduled for Thursday, June 29th, 2006 at Andiamos Restaurant in West Bloomfield, Mich.
Stern is the host of WJR 760 AM Saturday broadcast of Your Money & Ken Stern, sponsored each week by Asset Planning Strategies.
Stern also is the president and founder of Ken Stern & Associates, Inc., having earned the Certified Financial Planner" certification from the Board in Denver, Colorado.Accredited investors may register for the seminar by calling 1.877.728.7878 or visiting www.assetplanningstrategies.com.
An accredited investor is any person whose individual net worth, or joint net worth with that person's spouse, exceeds $1,000,000; or who had an individual income in excess of $200,000 in each of the two most recent years, or joint income with that person's spouse in excess of $300,000 in each of those years as noted by the U.S. Securities and Exchange Commission (SEC).About Asset Planning Strategies:Asset Planning Strategies (APS) headquartered in Bingham Farms, Mich., provides estate, tax, financial planning and money management services1 through the broker/dealer First Allied Securities, Inc. to individuals and small businesses in the Great Lakes area.
With over 50 years of combined investment experience, the professionals at APS strive to help their clients make more money, pay less tax and protect their hard-earned savings.Serving the public as an investment advocate, APS takes a comprehensive approach to protecting and growing your assets, considering all factors that impact your financial situation and working with you to develop a strategy to maximize your existing assets for your future.
The APS team has specialized investment, tax and legal expertise that works together to chart the best course for your financial planning.
APS specialists can be heard live every Saturday during Your Money with Ken Stern broadcasts on WJR 760 AM radio.
For more information, visit www.assetplanningstrategies.com.1Estate planning services provided by Thav, Gross, Steinway, and Bennett Law Firm; Money management provided by Ken Stern and Associates, RIA; Securities offered through First Allied Securities, Inc. (Member NASD/SIPC); Asset Planning Strategies, LLC is a licensed Michigan Insurance Agency (#0066725)..
Credit Cards Web Site Adds Form, Function, Features & Freebies
New York, NY (ContentDesk) March 29, 2006 -- FrankfordFinancial.com's Credit Cards site is more useful than ever. They have introduced 3 new areas of functionality that provide their customers with tools that encourage consumer credit education and a foundation for financial planning.The three main site features of the re-design are as follows:1. "The Financial Organizer". The Financial Organizer is a multi-purpose software tool that creates a foundation for personal, financial and estate planning matters. Writers and developers say the Financial Organizer was "inspired by Hurricane Katrina...We heard so many stories from friends, family and customers who; because they werent organized and prepared, lost all of their vital information.
They are now faced with the nightmare of having to start over and re-do all their financial, personal, medical and insurance information...this digital document is a solution for always being prepared and we hope our customers will find good use...
Credit Cards Web Site Adds Form, Function, Features & Freebies
Financial planning > Credit Cards Web Site Adds Form, Function, Features & Freebies
Financial Planners Get More Clients With New Certification
Financial planners are getting new clients from a seemingly unlikely market sector:
U.S. federal government employees.
"Federal employee benefits programs are very complicated. Only the best trained financial planners are able to service this market," says Judy Snow, founder of Federal Employee Benefits Specialist, Inc. (FEBSI) (http://www.FEBSI.com) and developer of the Certified Federal Employee Benefits Specialist (CFEBS) training and certification program.
The CFEBS program equips financial planners, insurance agents, accountants, investment advisors, stock brokers, tax preparers, and other professionals with a thorough understanding of federal employee benefits and associated retirement planning. "Achieving CFEBS certification helps financial planners to learn the ins and outs of these benefits programs and to reach federal employees who are in need of quality financial planning services," Snow explained.
Financial planning > Financial Planners Get More Clients With New Certification
Financial Planners Get More Clients With New Certification
Financial planners are getting new clients from a seemingly unlikely market sector:
U.S. federal government employees.
"Federal employee benefits programs are very complicated. Only the best trained financial planners are able to service this market," says Judy Snow, founder of Federal Employee Benefits Specialist, Inc. (FEBSI) (http://www.FEBSI.com) and developer of the Certified Federal Employee Benefits Specialist (CFEBS) training and certification program.
The CFEBS program equips financial planners, insurance agents, accountants, investment advisors, stock brokers, tax preparers, and other professionals with a thorough understanding of federal employee benefits and associated retirement planning. "Achieving CFEBS certification helps financial planners to learn the ins and outs of these benefits programs and to reach federal employees who are in need of quality financial planning services," Snow explained.
Financial planning > Financial Planners Get More Clients With New Certification
Retirement Planning Tools Give Dangerous Advice
(ContentDesk via ContentDesk Direct) February 12, 2006 -- Most retirement planning tools offer dangerous advice to retirees seeking to determine how much they can withdraw each year from their stock portfolios, according to a four-year research project. Rob Bennett, founder of the Financial Freedom Community (a group of Internet discussion boards), today announced the launch of an effort to bring the community's findings to the attention of retirees before the flaws in the retirement planning tools cause millions of busted retirements. Thousands of the worlds best savers and investors--middle-class workers who achieve financial freedom in their 40s or 50s--have studied this question in great depth, said Bennett. All of the evidence points to the same conclusion--most retirement planning tools are gravely flawed. The flaw is that most retirement planning tools identify a single withdrawal rate as safe. For example, a retirement planning...
Retirement Planning Tools Give Dangerous Advice
Financial planning > Retirement Planning Tools Give Dangerous Advice
Fee Only Financial Planners
While talking about fee only financial planners, one thing should be taken into consideration is that "Fee-Only" planners are compensated solely by fees paid by their clients, and do not accept commissions or compensation from any other source. The National Association of Personal Financial Advisors (NAPFA) is the largest organization of "fee-only" planners.
The main function of fee only financial planners is to develop a sound financial plan. A sound financial plan should be simple as well as practical. When there is complexity in the financial plan the operating executives will find it difficult to follow. It should be designed with a long-term view.
While designing the investment, financial and dividend policies, the long-term requirements of the concern are also to be considered. Sound financial planning requires vision and forecast. Proper forecasting of the future is necessary to design the financial plan. It should have enough flexibility to incorporate changes...
Fee Only Financial Planners
Financial planning > Fee Only Financial Planners
Mid-Cities Advisor Named One of the ?Best Financial Planners in Dallas/Fort Worth?
Steve Blankenship, CFP?, Founder and Principal of Heritage Financial Planning in Grapevine has been named by D Magazine as one of the "Best Financial Planners in Dallas" in a recent issue of the magazine.
Over 1,000 financial planners in the greater Dallas/Fort Worth area were considered for this prestigious honor.
Fewer than 10 of those honored are from Tarrant County.
Mr. Blankenship is the only fee-only financial planner in Grapevine, Texas and one of only a handful of fee-only professionals in all of Tarrant County.
As a fee-only professional, Mr. Blankenship receives no commissions or other rewards for selling financial products.
About Heritage Financial PlanningSteve Blankenship, CFP? is the Founder and Principal of Heritage Financial Planning, an independent financial planning firm located in Grapevine, Texas. A Certified Financial Planner? professional, Steve was recently featured on the cover of Financial Planning magazine and profiled...
Financial planning > Mid-Cities Advisor Named One of the ?Best Financial Planners in Dallas/Fort Worth?
New Jersey Real Estate Lawyers
Investing or selling real estate will probably the largest transaction you will undertake. In addition to the enormous financial commitment, real estate buyers and sellers face numerous details and a lapful of paperwork, much of which has been drafted in indecipherable legalese. It is indeed a difficult task for an individual to handle and fulfill these formalities successfully and without any complications on his own. With so much at stake, it is always advisable to hire a real estate lawyer to handle real estate transactions and deals.
Real estate lawyers have expertise and regular practice in the field of wills, trusts, probate and estate planning.
These lawyers can be the best guides to give you sound legal advice as you put your estate selling or buying plan into place. Estate-planning attorneys are subject to the regulations of state bar organizations. Many of these organizations have continuing education requirements, as well as liability insurance in case...
New Jersey Real Estate Lawyers
Financial planning > New Jersey Real Estate Lawyers
Prison Violence Video Sparks Sheriffs Debate on Internet
Los Angeles, CA (ContentDesk) December 8, 2005 -- Full Disclosure Network" takes on Prison Violence in a video blog debate between L.A. County Sheriff Lee Baca and Orange County Sheriff Mike Carona over the causes of prison unrest. This free six minute video blog can be found on the URL: http://www.fulldisclosure.net/flash/VideoBlogs/VideoBlog13.php and features exclusive video footage of prisoners rioting...
Financial planning mattresses Prison Violence Video Sparks Sheriffs Debate on Internet Asset Planning Strategies to Host Wealth Management Seminar with Ken Stern for Accredited Investors
Financial planning > Prison Violence Video Sparks Sheriffs Debate on Internet
Financial planning
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