DANIEL F. YASHAREL, Named an Accredited Estate Planner
(ContentDesk) September 10, 2004 -- DANIEL F. YASHAREL, MSFS, CFP?, CLU?, ChFC?, SENIOR VICE PRESIDENT, The AFP GROUP is newly certified as an Accredited Estate Planner by the National Association of Estate Planners & Councils.
His office is at 11835 W. Olympic Boulevard, Suite 1150 East, Los Angeles, CA 90064.The Accredited Estate Planner (AEP) designation is a graduate level specialization in estate planning designation, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
The AEP designation is available to attorneys, Chartered Life Underwriters, Certified Public Accounts, Certified Financial Planners?, Chartered Financial Consultants and Certified Trust and Financial Advisors.
It is awarded by the National Association of Estate Planners and Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, and professional reputation and character.
An AEP must embrace the team concept of estate planning and adhere to the NAEPC professional code of ethics.The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards.
NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards.
NAEPC builds a team approach involving cross-professional disciplines to better serve the public's need in estate planning.For more information please contact Candace R. Ristagno at the National Association of Estate Planners & Councils - 1120 Chester Avenue, Suite 470, Cleveland, Ohio 44114.
The toll-free phone is 866 226 2224.
See the NAEPC website at www.naepc.org.
Thinking About Early Retirement? 10-Minute Quiz Determines Your Readiness
(ARA) - If you've delayed planning for retirement because it makes you feel a) old or b) financially inept, think again. With a little foresight, you could be out there enjoying life like other people -- maybe even before you reach the so-called "retirement age." Like many people in the prime of life, it's not unusual to think of retirement as such a distant idea that you avoid saving for it until next week, next year, next job. After all, who's got time to think about the "R" word? In reality, it's never too late, or too early, to start planning for retirement. Retirement used to be defined as what a person was no longer doing. More and more, however, retirement has come to mean what a person is can do.
Choosing a second career. Traveling to see the world. Volunteering in the community. Taking on a new hobby. Taking care of grandchildren.
If Mondays find you heading for the highway to work, but you'd rather be heading for the golf course to play, it might be time to consider...
Thinking About Early Retirement? 10-Minute Quiz Determines Your Readiness
Financial planning > Thinking About Early Retirement? 10-Minute Quiz Determines Your Readiness
Turbocharged Financial Planning
Financial planning is an ongoing process individuals and businesses should implement by organizing all aspects of their finances. This will assist in identifying financial goals, providing a comprehensive written Financial Plan, and implementing the plan in accordance with the objectives that are most important to you.Comprehensive financial planning should involve these areas and these specific questions.ESTATE PLANNING
- How can you accumulate a sizable estate to pass on as a family legacy?
- How will your hard-earned assets be distributed after your death?
- How can you minimize federal estate taxes and state inheritance taxes?
- How can you best provide for your surviving spouse and children?
- Whom do you want to carry out your wishes?
- How can you accumulate enough in retirement savings and pension benefits to enjoy a comfortable retirement free of financial worry and not be a burden to your family?
- How much (or little) can you expect...
Financial planning > Turbocharged Financial Planning
DANIEL F. YASHAREL, Named an Accredited Estate Planner
(ContentDesk) September 10, 2004 -- DANIEL F. YASHAREL, MSFS, CFP?, CLU?, ChFC?, SENIOR VICE PRESIDENT, The AFP GROUP is newly certified as an Accredited Estate Planner by the National Association of Estate Planners & Councils.
His office is at 11835 W. Olympic Boulevard, Suite 1150 East, Los Angeles, CA 90064.The Accredited Estate Planner (AEP) designation is a graduate level specialization in estate planning designation, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
The AEP designation is available to attorneys, Chartered Life Underwriters, Certified Public Accounts, Certified Financial Planners?, Chartered Financial Consultants and Certified Trust and Financial Advisors.
It is awarded by the National Association of Estate Planners and Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, and professional reputation...
DANIEL F. YASHAREL, Named an Accredited Estate Planner
Financial planning > DANIEL F. YASHAREL, Named an Accredited Estate Planner
A Win-Win Strategy for Women Financial Advisors
(ContentDesk) March 16, 2004 -- The Women's Interfinancial Network (WIN) is dedicated to the support, development, and recruitment of women financial advisors. Member practitioners include investment management consultants, certified financial planners, registered investment advisors, registered representatives, certified public accountants, attorneys, and insurance representatives.The Mission of WIN is to champion and support women financial advisors in realizing their full potential. This core mission will be accomplished via a dynamic and diverse community of practice that inspires a standard of excellence through shared vision, shared learning, shared expertise, shared commitment, and shared passion for the profession.An example of professional services provided by WIN are:? Compliance and Legal Services Program that will provide a number of services, workshops, and assistance that will allow members to stay up-to-date on regulatory and legal development that impact the practice...
A Win-Win Strategy for Women Financial Advisors
Financial planning > A Win-Win Strategy for Women Financial Advisors
Asset Planning Strategies Launches New Web Site
Bingham Farms, Mich. (ContentDesk) May 25, 2006 Asset Planning Strategies (APS), a Michigan branch agency of First Allied Securities and the investment advocate of estate, tax, financial planning and money management services to the Great Lakes region, announced today the launch of a redesigned corporate Web site at www.assetplanningstrategies.com.
The new APS Web site contains information on all of the firms services including retirement planning, tax planning, estate planning, money management, and 401(k) rollovers. Clients and prospects will find valuable resources at the new site such as upcoming workshop schedules, financial calculators, and information-packed newsletters and articles.The new Web site will communicate future topics and invited guests on the Asset Planning Strategies sponsored radio broadcast show Your Money & Ken Stern, which airs on WJR 760 AM every Saturday afternoon. The new site...
Financial planning > Asset Planning Strategies Launches New Web Site
Asset Protection Seminar in San Diego
(ContentDesk) September 18, 2005 -- Most everything you need to know about asset protection planning will be described at a seminar on October 21, 2005 at the Manchester Grand Hyatt in San Diego, California by Jacob Stein, Esq. a Los Angeles attorney and a nationally known expert in the field.Stein will explore the range of practical plans that can insulate individuals and businesses from existing or future creditors and plaintiffs, including community property, domestic and foreign trusts, corporations, limited liability companies, retirement plans and other ethical and effective tools.Stein also will explain in practical terms how specific assets common to most Americans can be protected, such as the home, bank and brokerage accounts, a business, rental real estate and retirement plans.The seminar, which is open to the public, is certified for continuing legal education for attorneys, CPAs and financial planners. It also is open to company executives and business and real estate owners....
Asset Protection Seminar in San Diego
Financial planning > Asset Protection Seminar in San Diego
Turbocharged Financial Planning
Financial planning is an ongoing process individuals and businesses should implement by organizing all aspects of their finances. This will assist in identifying financial goals, providing a comprehensive written Financial Plan, and implementing the plan in accordance with the objectives that are most important to you.Comprehensive financial planning should involve these areas and these specific questions.ESTATE PLANNING
- How can you accumulate a sizable estate to pass on as a family legacy?
- How will your hard-earned assets be distributed after your death?
- How can you minimize federal estate taxes and state inheritance taxes?
- How can you best provide for your surviving spouse and children?
- Whom do you want to carry out your wishes?
- How can you accumulate enough in retirement savings and pension benefits to enjoy a comfortable retirement free of financial worry and not be a burden to your family?
- How much (or little) can you expect...
Financial planning > Turbocharged Financial Planning
Surviving an Ice Storm-Induced Power Outage
Chicago, IL (ContentDesk) December 2, 2004 -- Hurricane season may be officially behind us, but the threat of wide-spread power outages still loom in the horizon."Ice storms can snap power lines just as easily as any hurricane," said Jon Hoch, founder of Electric Generators Direct.com (http://www.electricgeneratorsdirect.com), an online emergency generator superstore.Surviving an ice storm-induced power outage is a lot different...
home generator Financial planning Surviving an Ice Storm-Induced Power Outage
Financial planning > Surviving an Ice Storm-Induced Power Outage
Financial planning DANIEL F. YASHAREL, Named an Accredited Estate Planner
Financial planning
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