Posts Tagged ‘Social’

How to use Social Media with Stephen Jagger Part 2 with Vancouver Mortgage Broker Mark Fidgett


Stephen Jagger, author of www.sociablebook.com and co-founder of www.ubertor.com interview part 2 with Vancouver mortgage broker Mark Fidgett. How to use social media

Be the first to comment - What do you think?  Posted by - February 10, 2012 at 10:16 pm

Categories: Refinancing   Tags: , , , , , , , , ,

Marketing Solutions Webcast: The Emerging Role of Social Media in Financial Services


How Can Financial Services Companies Engage with Social Media? Financial services companies and advisors alike have been slow to fully step into the world of social media given the highly regulated nature of their industry. Some, however, are blazing the trail and leveraging the powerful nature of conversational media to help grow their businesses. In this video, you will learn how financial advisors are using social media in their daily business practices and how financial services companies can best engage them in this new platform. Featuring: • Lauren Boyman, Executive Director, Marketing and Client Services at Morgan Stanley Smith Barney • Cathy Curtis, Independent Certified Financial Planner • Jennifer Grazel, Financial Services Category Lead at LinkedIn

Be the first to comment - What do you think?  Posted by - January 27, 2012 at 9:01 pm

Categories: Financial Planning   Tags: , , , , , , , ,

Social Media Program: Christine Parker, CERTIFIED FINANCIAL PLANNER™


An award winning personal finance expert for women Christine Parker, CERTIFIED FINANCIAL PLANNER™ has launched a unique social media program to connect women about how to retire, when to reitre. Christine is president of Parker Financial, LLC, a leading provider of personalized retirement planning and investment advisory services specializing in helping women business owners and executives plan well to live well at everyone major milestone.

Be the first to comment - What do you think?  Posted by - November 14, 2011 at 10:20 pm

Categories: Retirement Planning   Tags: , , , , , , ,

Social Security Benefits – Take or Wait? – Skloff Financial Group


Social Security Benefits – Take or Wait? – Skloff Financial Group Skloff Financial Group www.skloff.com

Be the first to comment - What do you think?  Posted by - October 21, 2011 at 11:19 pm

Categories: Retirement Planning   Tags: , , , , , , ,

Social Security “Do-Over” Eliminated


Did you know the Social Security Administration recently closed the door on a very attractive planning loop hole? One that provided a tax free loan from the Government! I’ll tell you what it was and whether it could affect you!

Be the first to comment - What do you think?  Posted by - September 20, 2011 at 10:04 pm

Categories: Financial Planning   Tags: , , ,

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