Financial Planning Top Links

T3 Technology Conference Welcomes Financial Planning Students and Professors - MarketWatch (press release)

T3 Technology Conference Welcomes Financial Planning Students and Professors MarketWatch (press release) "What MoneyGuidePro and Redtail Technologies have done is a huge gift for us," said Deena B. Katz, CFP(R), Associate Professor in the Division of Personal Financial Planning at Texas Tech University in Lubbock, Texas. Katz, who is also a partner at ... and more »

Wells Fargo family wealth business gets planning head - Reuters

WPTV

Wells Fargo family wealth business gets planning head Reuters * New planning head is based in Winston-Salem * Will focus on traditional wealth planning and family education * Says biggest challenge for rich families is transfer of wealth By Ashley Lau Feb 9 (Reuters) - Wells Fargo has picked Lisa Featherngill to ... Lisa Featherngill to Head Planning for Wells Fargo's Abbot DowningEON: Enhanced Online News (press release) Wells Fargo names executive for 'boutique' businessWinston-Salem Journal Wells Fargo Names Managing Director for Wealth Management UnitAmerican Banker (subscription) eMoneyDaily all 90 news articles »

An inheritance should be a windfall, not a financial plan - Globe and Mail

Globe and Mail

An inheritance should be a windfall, not a financial plan Globe and Mail I once met a guy who was banking on a large inheritance from his parents as his sole financial planning strategy. He had no savings, and spent frivolously to the point that he couldn't get any more credit extended because what he had was all maxed out.

RIA Firm Gresham Partners Appoints Chief Wealth Strategist - Financial-Planning.com

RIA Firm Gresham Partners Appoints Chief Wealth Strategist Financial-Planning.com Bonaguidi, an attorney and CPA, has been with Gresham Partners since 1997 and has fulfilled a variety of roles analyzing tax law, setting approved transfer planning strategies, and sculpting family financial planning strategies. Gresham Partners Raises Bar for Wealth Planning Expertise, Names Principal ...EON: Enhanced Online News (press release) all 6 news articles »

Fraser receives CFP certification - Midland Daily News

PR Web (press release)

Fraser receives CFP certification Midland Daily News Rick Fraser of the financial services firm Edward Jones in Midland has been authorized by the Certified Financial Planner Board of Standards to use the certification mark CFP. Fraser successfully completed the CFP board's initial certification ... UBS Recognizes Marc Horner for Achieving the CERTIFIED FINANCIAL PLANNER(TM ...PR Web (press release) all 4 news articles »