National (18 year-old) estate planning firm offers a 21st century approach to multi-disciplinary networking.
(ContentDesk) January 2 2004--Financial professionals, like everyone else, are being impacted by a 21st century information blitz. Mainstream Americans have become more informed and thus aware of their family's particulary estate planning needs. Clients now carry that attitude with them as they go into meetings to discuss investment-suitability or insurance needs. For the financial/agent advisor, that presents an opportunity. Clients are looking for a "platform" to help put it all together for them, to package granular products and services into a singular plan - a "one-stop-shop", so to speak, to help them with their planning concerns and objectives.
Integrated Trust Systems has galvanized their 18 years of professional experience in the national estate planning industry to develop a high-tech "virtual office" networking system that brings the advisor and attorney together - online - to help meet the clients' estate planning needs with speed, efficiency, accuracy, and cost effectiveness..
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
National (18 year-old) estate planning firm offers a 21st century approach to multi-disciplinary networking.
(ContentDesk) January 2 2004--Financial professionals, like everyone else, are being impacted by a 21st century information blitz. Mainstream Americans have become more informed and thus aware of their family's particulary estate planning needs. Clients now carry that attitude with them as they go into meetings to discuss investment-suitability or insurance needs. For the financial/agent advisor, that presents an opportunity. Clients are looking for a "platform" to help put it all together for them, to package granular products and services into a singular plan - a "one-stop-shop", so to speak, to help them with their planning concerns and objectives.
Integrated Trust Systems has galvanized their 18 years of professional experience in the national estate planning industry to develop a high-tech "virtual office" networking system that brings the advisor and attorney together - online - to help meet the clients' estate planning needs with speed, efficiency, accuracy, and cost effectiveness.....
National (18 year-old) estate planning firm offers a 21st century approach to multi-disciplinary networking.
Financial planning > National (18 year-old) estate planning firm offers a 21st century approach to multi-disciplinary networking.
Ali Samii Joins The Island Financial Group - A Mass Mutual Financial Group Company, As A Financial Services Professional Specialising In Business Continuation, Wealth Management And Asset Preservation
Woodbury, NY (ContentDesk) July 6, 2006 -- Ali Samii, most recently a Financial Services Representative at the Greater New York General Office of New York Life Insurance Company, has joined The Island Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), as a financial services professional.Ali earned his undergraduate degree at New York University, where he majored in Political Science and Near Eastern Studies. He was awarded a master's degree in International Studies from The University of Birmingham in the United Kingdom.At The Island Financial Group Agency, Ali serves as a specialist in Business Continuance, Estate Planning and Wealth Management. He is a member of NAIFA, NAHU, AHIA and AALTCI.The Island Financial Group...
Ali Samii Joins The Island Financial Group - A Mass Mutual Financial Group Company, As A Financial Services Professional Specialising In Business Continuation, Wealth Management And Asset Preservation
Financial planning > Ali Samii Joins The Island Financial Group - A Mass Mutual Financial Group Company, As A Financial Services Professional Specialising In Business Continuation, Wealth Management And Asset Preservation
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
The Wright Place- Finances
Women have a love/hate relationship with money. Most of us do not enjoy dealing with it, yet we know not having finances under control will cause our entire family to suffer. A recent guest on the show Karen Franks, explained how important your credit is and how you should check on it often. ?At least twice a year", says Karen Franks. Checking our credit is one important proactive way we can make sure we are in good financial shape.
She also mentioned that many married women have better credit score than their husbands, even if they do not make as much. When another show guest, Dan Contreras talked about financial planning, he stressed using a professional. ?Don't rely on hearsay, get some real understanding about your situation."
And Linda
Hollander the author or Bags to Riches says "Mentors are the fast track to success". Find someone who has reached the same financial goals you want to reach and then do what they did. This simple technique works even if your...
Financial planning > The Wright Place- Finances
Twenty One Percent of People Who Retire Are Forced Back to Work From Financial Need Within Five Years of Retirement
According to financial author and retirement planning expert Jim Trippon, "Twenty One Percent of people who retire are forced back to work from financial need within five years of retirement."
In conducting research for his retirement planning book How Millionaires Stay Rich Forever, Trippon identified nine causes for post-retirement financial problems and offers solutions. "Many people assume that the only thing that affects their retirement security is their choice of investments." says Trippon. "In fact there are nine pitfalls to watch out for and investing is only one of them." Take for example the impact of post-retirement lawsuits like the Moldon case, which is told in Trippons new book. (Case # A344462 Nevada State District Court ? Clark County, Nevada -
Department III)Billionaire Carl Icahn wants to build a luxury casino tower on retiree Paul Moldon's rental property in Las Vegas. The City of Las Vegas Redevelopment Agency seized the prime property, which is...
Financial planning > Twenty One Percent of People Who Retire Are Forced Back to Work From Financial Need Within Five Years of Retirement
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
To Successfully Obtain Business Capital Every Business Needs A Coach
If you are a business owner the task of obtaining business capital can be very daunting. Most businesses fail because they have never been taught how to obtain financing and therefore they have no clue where to begin. The Small Business Administration reports that 97% of business loan applications fail.
The importance of seeking expert assistance when setting up business credit has many business owners turning to a business finance coach to help them establish their business...
Financial planning > To Successfully Obtain Business Capital Every Business Needs A Coach
Financial planning
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