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Why Certified Financial planners are the 1st choice Globally for Personal Assets Management

International College of Financial Planning

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

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What Should I Do With My Old 403(b)? 5 Options to Consider

Walkner Condon Financial Advisors

Related Reading: What to do With Your Previous Job’s 401(k) Plan If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan. A 403(b) is similar to a 401(k) in many ways.

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What Should I Do With My Old 403(b)? 5 Options to Consider

Walkner Condon Financial Advisors

If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan. Please reach out if we can be valuable to you when it comes to your financial planning needs.

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Empowering Women in Finance With Lindsey Lewis

NAIFA Advisor Today

Lindsey Lewis is a Chartered Financial Consultant and a Certified Financial Planner who champions the advancement of women in the financial industry through research, education, and advocacy. She volunteers at nonprofits and holds degrees in personal financial planning and an MBA from Utah Valley University.