Financial Planning

The Women in Insurance and Financial Services (WIFS) rings the NYSE Opening Bell

On Tuesday, December 27, representatives from The Women in Insurance and Financial Services (WIFS) national and local New York City metro chapter, along with their partners at Lincoln Financial Group, visited the New York Stock Exchange. WIFS is celebrating 75 years of helping women succeed in the insurance and financial services fields. WIFS brings together a strong network of professional women and provides opportunities for them to help themselves and others grow personally and professionally through education, leadership, networking, and lifelong friendships. Members of WIFS include insurance and investment professionals, managers, advisors, CPAs, attorneys, and other professionals associated with the financial services industry. National President Karen Roberts was joined by NYC Metro Chapter President Jen McClellan and National Director Susan Combs to ring The Opening Bell. About WIFS WIFS is the ONLY national organization exclusively devoted to helping women succeed in both insurance and financial services. WIFS provides the support, networking and training for new and experienced professionals to develop personally and professionally. We contribute to the growth of our industry by providing resources and learning needed to attract, retain and advance women in today’s competitive market (Source: www.wifs-nyc.com). About Lincoln Financial Group Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With …

Generations: TV Commercial

Tommy Lee Jones shares how Ameriprise has helped generations of Americans through tough times and good times. This information is not intended as advice designed to meet the particular needs of an individual investor. Ameriprise Financial, its representatives and its affiliates do not provide tax or legal advice. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice. Ameriprise Financial cannot guarantee future financial results.

JHG Financial – Charlotte, NC

JHG Financial guides clients to make the right decisions for their financial well-being and success in reaching their goals, whether it is helping clients with financial planning, business benefit packages, to 401K rollover planning & management. (video production by brightcast.com)

Budgeting, Planning & Forecasting Software – arcplan Edge

arcplan Edge is a robust, out-of-the-box budgeting, planning, and forecasting solution for organizations seeking to streamline processes and shorten budgeting cycles. With its intuitive Web user interface, it offers a wide range of planning and spreading functions. These capabilities shorten and improve the typically time- and labor-intensive consolidation process.

Allen Giese, CLU, ChFC, NorthStar Financial Planners, Plantation Florida

www.northstarplanners.com Founder of NorthStar Financial Planners, Allen Giese, CLU ChFC has been a financial advisor for over 17 years. In 2000, he opened NorthStar Financial Planners, a fee-only financial planning firm based out of Plantation Florida. “Advising should be more than simply the scientific side of structuring and managing portfolios,” he professes. “There’s the whole artistic side of maintaining relationships, solving problems, and being pleasurable to work with.” NorthStar Financial Planners, Inc, The Fine Art of Wealth Management.