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                                 Meet the Hosts of our
    International/Cross-Border Knowledge Circle

    *  Lubomir Christoff is the host for Europe/Africa region
    *  Vishal Dhawan is the host for Asia Pacific
    *  Tom Zachystal is the host for North America
    *  Jeff Crampton is the host for South American and the Caribbean

    Click here to join - specify International.

    Does Budgeting Really Work?
    Does Budgeting Really Work?

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In The Know


  • Christine J. Walsh

    RE: Women and Finance Host Interest Call - Invi...

    Posted in: Women and Finance

    Hi Everyone, I just want to highlight the fact that when responding to our WhenIsGood? invitation to please click on ALL times that you are available. Doing so will give us a fighting chance at being able to include as many people as possible...

  • photo not available

    succession planning

    Posted in: Pennsylvania (PA ...

    I am a new member looking to take part in a firm's succession plan. I have 15 years' of experience in an extremely entrepreneurial environment and am very comfortable discussing issues related to small and medium businesses. I believe planners...

  • Christine J. Walsh

    Women and Finance Host Interest Call - Invitati...

    Posted in: Women and Finance

    Dear Women and Finance Members, We recently issued a call for members interested in hosting this community. Thank you for the enthusiastic responses we have received. We are planning a conversation for you to learn more about being a Women and...

  • Zoltan Luttenberger, PhD, RFPH

    RE: "The best advisors are fee-only advisors."

    Posted in: International Cro...

    Hi Lubo, Here's an EXCELLENT wrap up on the new German Fee only law and also on MiFID II. Commission, indep., simplified advice and likes acc. to EU and German Law. One of the lessons that there are still 2 levels generic rules and local one...

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Laura Brook

Brett T. Holmes, CRPC®

Nathan Gehring, CFP®