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Financial Planning Press Releases

Rebecca Gorrell of PIVOT Income Strategies Named to New York Life's Chairman's Council

Rebecca Gorrell, Principal of PIVOT Income Strategies, has been named to New York Life’s Chairman’s Council for 2018. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than…

CrossleyShear Wealth Management Unveils New Logo, Tagline, and Website as Part of Rebranding Effort

CrossleyShear Wealth Management (CrossleyShear), a team of advisors who offer premier financial planning and wealth management services, officially announced today the completion of a corporate-wide rebranding effort. The launch is the culmination of a fourteen-month project dedicated to creating a…

New Research Finds Link Between Financial Status and Body Weight

The Association for Financial Counseling and Planning Education® (AFCPE®) released results from a national study that examines the association of financial status and body mass index (BMI). Published in the Journal of Financial Counseling and Planning as a part of…

AdvisoryWorld to Sponsor and Exhibit at United Planners 2018 Annual Partners Conference

AdvisoryWorld to Sponsor and Exhibit at United Planners 2018 Annual Partners Conference

AdvisoryWorld (www.advisoryworld.com) a leading software provider for financial advisors, today announced that they will be attending United Planners Annual Partners Conference from May 30 – June 1, 2018, at The Scottsdale Resort at McCormick Ranch in Scottsdale, AZ. AdvisoryWorld representatives…

Mason Finance, Leader in Life Settlements, Launches Viatical Settlement Page

Mason Finance debuted a new viatical settlement page, https://www.masonfinance.com/viatical-settlement with the goal of increasing awareness about the life settlement option. Currently, many policyholders don't understand the difference between a life settlement and a viatical settlement. More importantly, too many policyholders don't even know that they…

International Association of Women Honors Czarina Frias as a 2018-2019 Influencer of the Year

​​The International Association of Women (IAW) honors Czarina Frias as a 2018-2019 Influencer of the Year. She is recognized with this prestigious distinction for leadership in entrepreneurship. The International Association of Women (IAW) is a global in-person and online networking…

Jim Cotturone Joins Brookfield, Wis., Office of Ameriprise Financial

Jim Cotturone Joins Brookfield, Wis., Office of Ameriprise Financial

Jim Cotturone, CFP®, CRPC®, has joined the Brookfield office of Ameriprise Financial Services Inc., as a financial advisor. His office is at 16650 W. Bluemound Road, Suite 800.Cotturone has nearly 10 years of experience working with clients on retirement and…

Thrivent Financial’s Leah Joyce Earns FIC Designation

Thrivent Financial’s Leah Joyce Earns FIC Designation

Leah Joyce, FIC®, CLTC®, of Collinsville, Ill, a Financial Associate with Thrivent Financial, recently earned the Fraternal Insurance Counselor (FIC®) designation granted by the Fraternal Field Managers' Association.The FIC® designation is awarded only to those who complete basic, intermediate and…

Client Advisor Mary Ballin Earns CDFA® Designation

Mosaic Financial Partners is pleased to announce that client advisor and CERTIFIED FINANCIAL PLANNERTM practitioner Mary L. Ballin earned the designation of Certified Divorce Financial Analyst  (CDFA®), as awarded and maintained by the Institute for Divorce Financial AnalystsTM. “A CDFA®…

Mason Finance Launches New Life Settlement Companies Page

Mason Finance unveiled a new life settlement companies page, https://www.masonfinance.com/life-settlement/companies/, with the goal of helping life insurance policyholders sell their life insurance. Currently, many holders of life insurance policies don't fully understand the difference between a life settlement broker and…

Mason Finance Debuts First Infographic Addressing Baby Boomer Retirement Obstacles

Mason Finance unveiled their first infographic with the goal of spreading the word about the retirement finance challenges facing millions of Americans. The traditional romanticized view of retirement has persisted for too long and this infographic is a more accurate portrayal of…

Northwestern Mutual Chicagoland’s Carm Barbaro Receives Elite Financial Planning Award

Northwestern Mutual Chicagoland’s Carm Barbaro Receives Elite Financial Planning Award

For five consecutive years, Carm Barbaro has been honored with the NAIFA Quality Award, which recognizes outstanding performance in the financial planning industry. Winners of the NAIFA Quality Award demonstrate exceptional commitment to extraordinary results in three key areas: Client…

Lionshare Partners LLC Launches New Wealth Management Firm and Heroes and Zeros Initiative

Lionshare Partners LLC, a new fee-only wealth management firm founded by Chris Jackson, has launched in the Los Angeles area. The new firm was developed to provide a range of financial services through a new flexible fee model that is both…

Ameriprise Financial Announces Nov. 16 Open House at New Office in Mequon, WI

Ameriprise Financial Announces Nov. 16 Open House at New Office in Mequon, WI

Ameriprise Financial will hold an open house Nov. 16 from 2 to 7 p.m. at its new branch office in Mequon.The public is invited to visit the new office, 11039 Towne Square Road (one block west of Ace Hardware), and…

Cleveland Financial Group™ Enhances Its Team With the Addition of Two Industry Veterans.

Cleveland Financial Group™ Enhances Its Team With the Addition of Two Industry Veterans.

Cleveland Financial Group (CFG) announced today that Matthew K. Whitson ChFC® and Bill W. Crozier, Jr., CLTC® have joined Cleveland Financial Group™ as Partners and Financial Planners. “Crozier and Whitson are two key additions, and we are thrilled to have them…

Ameriprise Financial Opens New Mequon, Wis., Office

Ameriprise Financial Opens New Mequon, Wis., Office

Ameriprise Financial has opened a new branch office in Mequon. The office is at 11039 Towne Square Road (one block west of Ace Hardware).The new branch is open Mondays through Fridays from 8 a.m. to 4:30 p.m. Its phone number…

FPANJ Fall Conference 2017: Putting Passion into the Profession

The Financial Planning Association of New Jersey (FPANJ) announced its slate of keynoter speakers for its Fall Conference, on Thursday, November 2, with savings for preregistration of $50 now underway through November 1. It all takes place at a new…

Western & Southern and Everplans to Provide Life and Legacy Solution to Consumers

Western & Southern Financial Group (Western & Southern), a Fortune 500 financial services company based in Cincinnati, today announced that it will be offering a one-year complimentary subscription of Everplans to consumers via a fully integrated media/digital advertising campaign featuring…

Resource Planning Group is pleased to announce the addition of Alan Thomson, CFP as Lead Advisor

Resource Planning Group, one the largest and oldest Fee-Only financial planning firms in Georgia, is pleased to announce the addition of Alan Thomson, CFP® as a Lead Advisor.  In his role, Alan will advise individuals and families on a myriad…

AdvisoryWorld to Speak at Orion Advisor Services Ascent Conference 2017

AdvisoryWorld to Speak at Orion Advisor Services Ascent Conference 2017

AdvisoryWorld (www.advisoryworld.com), a leading software provider for financial advisors, today announced they will be sponsoring and attending Orion Advisor Service's Ascent 2017 Conference on September 18-20, in Scottsdale, AZ. Michael Wilson, COO & President of AdvisoryWorld, will be speaking on…

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