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Documents Commonwealth Financial Network ® does not provide legal or tax advice. You should consult a legal.....

Slide 1Commonwealth Financial Network ® does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Securities…

Economy & Finance Making Sense of Fee Disclosure Regulations

1. 401(k) Fee Disclosure RegulationsDefined a NEW Fiduciary Duty – Are You Compliant? Presented byJanel M. Cross, President Align Financial Services Group 2. You May be…

Economy & Finance Financial Planning Skills for Doctors: A Presentation by Certified Financial Planner Joel Greenwald,...

PowerPoint Presentation Retire in Style: From One Doctor to Another Star of the North Meeting ⢠April 25-27, 2013 Saint Paul RiverCentre ⢠Saint Paul, Minnesota Joel…

Economy & Finance Case Studies in Financial Planning from Certified Financial Planner Joel Greenwald, MD, CFP

Case Studies in Financial Planning Joel Greenwald, M.D. CERTIFIED FINANCIAL PLANNERTM 1660 South Highway 100, Suite 270 St. Louis Park, MN 55416 (952) 641-7595 [email protected]

Documents CAP Brochure TBG.PDF

1. THE COMMONWEALTH ALLIANCE PROGRAM WHY IT ADDS UP TO WORK WITH US The Bridgeway Group Matthew B. Dupon, CFP,® AIF® Sean A. Montgomery, CFP® Theresa M. Mahoney 301 E…

Documents Pursuing a Better Investment Experience Brochure Branded

1. The Bridgeway Group 301 E Colorado Blvd, Suite 500 1037 Park View Drive Pasadena, CA 91101 Covina, CA 91742 P 626.460.0400 P 626.502.1923 F 626.744.1242 F 626.915.6469…

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1. Wealth Management Second Opinion Service Exclusively for friends, family and associates of our valued clients In this challenging economy, you probably know a friend,…

Documents Managing Your Fiduciary Responsibilities Kevin Handford, CFP®, ChFC®, CFS®, AIF® 7 Hotel Street,...

Slide 1 Managing Your Fiduciary Responsibilities Kevin Handford, CFP®, ChFC®, CFS®, AIF® 7 Hotel Street, Warrenton, VA 20186 540-349-0700 Securities and Advisory Services…

Documents Commonwealth Financial Network ® does not provide legal or tax advice. You should consult a legal.....

Slide 1 Commonwealth Financial Network ® does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Securities…

Documents Brook S. Deaver CFS, MBA The “Secret” of Financial Success GATEWAY WEALTH MANAGEMENT, INC. A...

The âSecretâ of Financial Success Brook S. Deaver CFS, MBA GATEWAY WEALTH MANAGEMENT, INC. A REGISTERED INVESTMENT ADVISER Young Nonprofit Professionals Network of Kansas…