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Posts under ‘Financial Planning’

World Financial Group to Sponsor Chuckwagon Champion in Annual Race

World Financial Group to Sponsor Chuckwagon Champion in Annual Race Bonnyville, Alberta, Canada (PRWEB) July 20, 2011 The Bonnyville Chuckwagon is a prestigious annual race that will take place this year from August 4 – 7 in Bonnyville, Alberta. World Financial Group, an [...]

Edelman Financial Opens Office in Novi, MI

Edelman Financial Opens Office in Novi, MI Novi, MI (PRWEB) July 25, 2011 Edelman Financial Services LLC, the nationally acclaimed investment management firm headed by renowned financial advisor, author and talk show host Ric Edelman, announced the opening of its Novi office, [...]

PlanGuru Releases a Dramatically Enhanced Budgeting and Forecasting Software Package: PlanGuru 2011

PlanGuru Releases a Dramatically Enhanced Budgeting and Forecasting Software Package: PlanGuru 2011 Santa Fe, NM (PRWEB) July 21, 2011 PlanGuru is happy to announce the launch of their new product, PlanGuru 2011, a complete rewrite of their budgeting and forecasting software. [...]

Michael Talley, Financial Advisor, Now Offers Totally Free Online Financial Plan

Michael Talley, Financial Advisor, Now Offers Totally Free Online Financial Plan Logo Destin, FL (PRWEB) January 3, 2008 Florida-based financial advisor , Michael Talley, is offering a free, comprehensive financial plan on his full service Web site at http://www.talleyho.net . [...]

Paul Streiber, M.B.A., CFP

Paul Streiber, M.B.A., CFP® Joins Heritage Financial Planning Grapevine, TX (PRWEB) July 07, 2011 Paul R. Streiber, M.B.A., CFP®, financial planner and wealth manager, has joined Heritage Financial Planning (http://www.HeritageFinancialPlanning.com) in Grapevine, Texas, to help serve a select group of clients who [...]

eFinPLAN Announces New Financial Planning Software for Consumers

eFinPLAN Announces New Financial Planning Software for Consumers Columbus, OH (PRWEB) June 28, 2007 eFinPLAN today announced the launch of its new Web-based comprehensive financial planning software designed to help consumers reach their financial goals and improve their financial health and [...]

Introducing the TriDelta Maximizer Strategy that Combines Financial Planning Solutions to Maximize Financial Wealth

Introducing the TriDelta Maximizer Strategy that Combines Financial Planning Solutions to Maximize Financial Wealth Toronto, ON (PRWEB) September 1, 2006 TriDelta Financial Partners’ Certified Financial Planners (CFP™) and financial advisors can now offer a unique financial planning and estate planning approach [...]

Ren

Renée Weese, Financial Planning Consultant with Minerva Planning Group in Atlanta and Saint Simons Island, Georgia, Receives CFP(R) Designation (PRWEB) July 26, 2011 Renée Weese, Financial Planning Consultant with Minerva Planning Group in Atlanta, Georgia and St. Simons Island, Georgia, has been authorized [...]

CFP Board Survey: Consumers More Confident About Their Own Finances, Not Expecting Rebound in U.S. Economy

CFP Board Survey: Consumers More Confident About Their Own Finances, Not Expecting Rebound in U.S. Economy Washington, D.C. (PRWEB) July 28, 2011 Even with a turbulent economy, Americans are more optimistic about their personal financial futures than that of the overall economy, and [...]