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Investment Advisor July 2006 Megan L.F. Robert |
Planning for the Wounded To assist the wounded at Walter Reed Army Medial Center in Washington, D.C., the FPA has partnered with Army Community Services (ACS) to offer pro bono planning services. |
Financial Advisor August 2006 Tracey Longo |
Pro Bono And The Profession Officials from 43 FPA chapters met to find out how to launch successful pro bono financial planning programs in their states. |
Investment Advisor October 2005 Bob Clark |
Clark at Large: After the Flood Hurricane Katrina presents the community of independent financial planners with both challenges and opportunities. |
Financial Advisor September 2006 Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture. |
Registered Rep. October 29, 2015 Anne Field |
A Focus on Philanthropy During her 25 years in the business, Kalita Blessing has always helped her clients give to charity, trying to ensure the gifts were efficient and effective from a financial planning perspective. |