California Lutheran University
Thousand Oaks, CA
Ameriprise Financial Services, Inc.
It's interesting having a discussion on integrating solutions, and coming back to the fact that a lot of people use excel. My partner and I have really shifted from the software planning solutions back towards more excel spreadsheets....
We're off to a great start with our engaging October Knowledge Circle Retirement Planning call; let's keep it going with our next call Nov. 20 at 2 p.m. Eastern time. Our topic will revolve around considerations for health care expenses in retirement...
Good post. Particularly important to provide ways to better present the benefits of holding off for those you think would be best served by doing so.
I'm often bemused by the quest to maximize benefits from the Government in the writings without...
That's a good time.. I'll be in.
Membership Director Spotlight
Meet J. Christopher Boyd. Chris is as the head of Membership committee for the Massachusetts...
Lauren Schadle CAE
Financial Planning Association