Women Business Owners: Work Less, Make More
Brent Dees, coach and financial planner for small business owners, spoke recently to the Triad Chapter of the National Association of Women Business about how to work less and make more. "Many business owners hit the entrepreneurial ceiling, where they are working more and making less. They often don't recognize when it is time to give up some duties to others in the company so they can focus on owning and growing the business," says Brent Dees, president of Brent Dees Financial Planning. "I teach a process called Focus Four that allows entrepreneurs to determine what you want to accomplish and develop a track to accomplish it." Dees advises: - understand you can't accomplish everything- replace control with leadership and coaching- replace doing with delegation and mentoring- implement systems policies and procedures that will replace direct control???If you'd like to book Brent Dees to speak to your group of business owners, contact Harry Hoover, 704-953-3406. ???Brent Dees, CFP, CSA is president of Brent Dees Financial Planning and a registered principal with the Financial Network Investment Corporation.
He is one of only a handful of advisors in the nation who has both the certified financial planner and the certified senior advisor designations. The company focuses on preserving, protecting and growing the assets of small business owners in the Charlotte and Greensboro, NC metro areas so they can focus on running their businesses and pursuing their personal goals..
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
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
Ameriprise Financial Launches New Homepage
Minneapolis, MN (ContentDesk) March 17, 2006 -- Ameriprise Financial has launched a new homepage designed to help users find financial planning information more rapidly. Focusing heavily on the customer experience, the new homepage offers a more effective design that engages users and helps them easily find information and tools to aid in the financial planning process.
The new Ameriprise Financial homepage also features more information about working with an Ameriprise financial advisor, including an easy to use financial advisor locator.Ameriprise Financial, Inc. is a leading...
Financial planning > Ameriprise Financial Launches New Homepage
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
Women Business Owners: Work Less, Make More
Brent Dees, coach and financial planner for small business owners, spoke recently to the Triad Chapter of the National Association of Women Business about how to work less and make more. "Many business owners hit the entrepreneurial ceiling, where they are working more and making less. They often don't recognize when it is time to give up some duties to others in the company so they can focus on owning and growing the business," says Brent Dees, president of Brent Dees Financial Planning. "I teach a process called Focus Four that allows entrepreneurs to determine what you want to accomplish and develop a track to accomplish it." Dees advises: - understand you can't accomplish everything- replace control with leadership and coaching- replace doing with delegation and mentoring- implement systems policies and procedures that will replace direct control???If you'd like to book Brent Dees to speak to your group of business owners, contact Harry Hoover, 704-953-3406. ???Brent Dees, CFP, CSA...
Women Business Owners: Work Less, Make More
Financial planning > Women Business Owners: Work Less, Make More
David A. Katzman CPA/CFP? Of Goldstein Lewin & Co. Earns Personal Financial Specialist Credential
(ContentDesk) April 24, 2004--To obtain this credential, Mr. Katzman earned a passing grade on a financial planning examination, submitted references, and documented his business experience in personal financial planning, personal income tax planning, risk management planning, investment planning, and estate planning.
A Certified Public Accountant, Mr. Katzman is licensed to practice in the State of Florida and the Commonwealth of Massachusetts.
He received the CERTIFIED FINANCIAL PLANNER?
(CFP) credential in 1998.The rigorous course of study required to obtain the PFS designation provides me with the additional skills and knowledge necessary to provide my clients with comprehensive financial services," states Mr.
Katzman.
Mr. Katzman has extensive experience working with businesses to resolve auditing and tax issues and with high net-worth individuals to provide financial and trust planning advisory services.
As an eldercare practitioner,...
Financial planning > David A. Katzman CPA/CFP? Of Goldstein Lewin & Co. Earns Personal Financial Specialist Credential
Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Troy, MI (ContentDesk) October 27, 2004 -- Mary Ann Golin CFP?, CRPC, a leading Financial Expert & Advisor, breaks from Merrill Lynch to launch GOLIN CONSULTING, LLC, an Expert Witness and Financial Planning Services company headquartered in Troy, MI, offering its services throughout the United States.Since the beginning of her career in 1981, Golin boasts an unblemished CRD as a Financial Consultant and Branch Manager, and has served as an NASD Arbitrator since 1988 and Chairperson since 1996, is a member of the Financial Planning Association, and is a distinguished MENSA member."The ability to analyze the investment at issue, provide information as to the rules violated, and appropriately assess the damages is what both counsel and client look for in an Expert Witness." Says Golin.With extensive court experience and legal knowledge, Golin Consulting provides claimants and respondents with expert witness services during securities & investment litigation, arbitration and mediation with...
Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Financial planning > Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Women Business Owners: Work Less, Make More Financial planning student loans
Terrible At Choosing Gifts?
Need help with gifts? Not everyone is good at choosing them. But there's more to gift giving than getting gift ideas from someone else.This is why we'd like to share our gift giving philosophy: Focus on "The Who". No, no, no... not the band. Don't go giving someone a "the who" t-shirt.
(Unless, of course, they are a fan of Pete Townhsend.) What we mean is... who is the recipient? Who are you giving to? And we don't mean their name. You need to know about this person. You can't give a great...
Terrible At Choosing Gifts? Women Business Owners: Work Less, Make More
Financial planning > Terrible At Choosing Gifts?
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