There are “financial planners” that hold themselves out as “money manager” or “wealth managers” or “Certified Financial Planner Professionals” or the like. You say po-TAY-to, I say po-TAH-to. All these…
This event is for CPAs, attorneys (family law, estate planning, business)and business brokers.
Join us for a Webinar on June 29.
Learn how the The Deferred Sales Trust™, a tax code compliant…
For the last several weeks, the “markets” have taught us that the turmoil and volatility is not passed us yet (if it ever will be). But you will unlikely ever…
Attention Real Estate Professionals!
If you would like to learn a new strategy for building business and creating more sales for yourself this year, you should attend the upcoming webinar that…
Investment News (which is sort of like People magazine for investment folks) in its April 20, 2010 issue reports that life insurance sales are booming in the first quarter of…
Taking a break from the seriousness of money, I have to tell you I have some of the coolest clients. Dana Nelson owns Green Twig Salon over in Noe Valley…