Announcements

  • Upcoming Planner-to-Planner calls this week

    The first Planner-to-Planner conversation is being held this Wednesday, April 15th at 4:30 pm ET.

    Join us for a conversation with Diane Bourdo, CFP®, and Lexi Olian, CFP®, with the Humphreys Group, and Elizabeth Jetton, M.Ed., CFP®.

    REGISTER NOW!

    The second conversation is being held on Thursday, April 16th at 4 pm ET.

    Join the conversation with your peers to share experiences, offer questions and discuss the challenges in applying for benefits, getting information, helping employees; and making sense of it all.  Feel free to pre-submit your questions and comments.

    Participants will include Neal Solomon, CFP®, CLU, ChFC, CASL;  Guy Cumbie, CFP,®, CIMA®, RLP®; Rick Kahler, MS, CFP®, CFT-I™, CeFT®, CCIM; moderated by Elizabeth Jetton, M.Ed., CFP®

    REGISTER NOW!