1. Regulatory Update on Financial ReformAICPA PFP11 Jan. 2011 Prof. William H. Byrnes & Prof. Stephen Polak International Tax & Financial Services Graduate Program…
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1.Spectrum is an independent financial planning and investment management firm that is owned by Bill Elson, CFP®. We provide fee-based financial planning to clients and…
1. Putting millions of dreams on track. One dream at a time. Annual Report 2006 2. 41 million mass affluentand affluent U.S. households.*Many of them: baby boomers whoare…