Weekend Reading For Financial Planners (September 9-10)
Nerd's Eye View
SEPTEMBER 8, 2023
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CFP Investment Planning Presentation Taxes 
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An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities
International College of Financial Planning
JANUARY 18, 2023
He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.”
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Identifying the four stages of transition for widows
Million Dollar Round Table (MDRT)
JULY 21, 2022
CFP While the journey through grief and widowhood is unique to each widow, it will likely progress through four stages of transition. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. By Laura H. Mattia, Ph.D.,
How Much Should I Be Saving in My 20s?
Carson Wealth
DECEMBER 1, 2022
CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? In other words, your 20s present a financial challenge. . An individual who learns to manage $4,000 a month after taxes will be equipped to manage $14,000 or even $40,000 a month as their earnings increase over time.
Stop Overlooking These Valuable Workplace Benefits
Carson Wealth
OCTOBER 6, 2022
Kevin Oleszewski, CFP ® , Senior Wealth Planner. I have two friends, both in education, who literally threw away their 403(b) enrollment forms because they didn’t understand what the tax-sheltered retirement plan was. 1. Employer match on 401(k) plans. 3. Employee stock purchase plans.
An Insight into Investment Advisor Courses and Training Programs
International College of Financial Planning
NOVEMBER 10, 2021
If you are planning your career in this direction, it is the right time to take the plunge in this trade. Whether you are starting up your career in this trade or looking for a mid-career switch this career option presents to you immense growth opportunities. Types of Investment Advisor Courses and Training Programs.
Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
Sara Grillo
AUGUST 14, 2023
According to the Consumer Federation of America , When they are marketing their services to the investing public and enticing clients into handing over their hard-earned savings, these sales-based financial professionals present themselves as “trusted advisors” whose only concern is their clients’ best interest. Commissions are opaque.
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