1.FINANCIAL PLANNING MYTHS Myths Commonly Associated with Financial Planning, the Profession & Its Practitioners2. TODAY’S AGENDA DefineFinancial Planning, The Financial…
1. Retirement Plans: Managing Your Fiduciary Responsibility 2. About PensionmarkPensionmark Retirement Group provides retirement plan consulting services toemployers throughout…
Slide 11 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Capital Markets Review Q2 2010 Reviewing the quarter ended March 31, 2010 1…
The Financial Planning Asso-ciation® has announced Janet Stanzak, CFP®, as its 2013 president-elect, with her term as president beginning Jan. 1, 2014. âIâm looking…