Posts Tagged ‘Financial’

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 …

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)

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.

Financial Aid Headache

As a financial advisor, I frequently run across families who struggle with the college planning process. That’s one of the reasons I chose to specialize in this field. With direction, parents can save a great deal of money on college costs by lowering out-of-pocket expenses and improving their odds for better financial aid packages. If you qualify for financial aid, did you know it’s possible to negotiate with the school to get a higher aid package? If you don’t qualify, did you know there are ways to pay for college on a tax-favored basis? Good college planning combines solid financial planning techniques with financial aid formulas and adheres to all tax and educational laws. If you have some of the same questions found in this video, I may be able to help. Send me an email at KEDRM @ yahoo.com or call 989-846-9581. All the best, Ken May

Parkinsons and Centrelink considerations (Outlook Financial Solutions)

Outlook Financial Solutions advisor Scott discusses considerations about financial planning when diagnosed with Parkinson’s. This video presents infomation on Centrelink considerations and is Part 2 of 3 videos