1. March 2012 QuickFACTS®Happy 1llthAnniversary Oreo Cookies! I N F OR M AT ION A B OU T AG I N G , L ON G EV I T Y, A N D T H E M AT U R E M A R K E T Welcome to QuickFACTS,…
1. Applicable dealer information 2. Is provided by Investors Group Financial Services Inc. (In Quebec, a financial services firm).Is presented as a general source of information…
Slide 1 Financial Planning Association – Dallas Chapter November 12, 2013 Dr. Jeffrey W. Steed, MBA Senior Director of Gift Planning The University of Texas at Arlington…
Slide 1 elping Clients In Retirement Years Financial Planning Association â Dallas Chapter November 12, 2013 Dr. Jeffrey W. Steed, MBA Senior Director of Gift Planning The…
Final Event Presentation Thanksgiving By: Leslie Looney 11/24/2011 at 12:30pm Planned for 100 guests 55 guests came due to a virus going through the building Final Event…
HH Sholom is a not-for-profi t organization providing a broad continuum of residential, social service, and health care services primarily for older adults and within a Jewish…
Slide 1 Prepared for: About Us About Us Eric McMurdie CFP®, Partner Greg McMurdie CFP®, CEBS, ChFC®, Partner Scott McMurdie CFP®, Partner Shea and McMurdie Retirement…