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Retirement Planning Press Releases

Financial Education Seminars Making a Comeback – New Research From Advisorist and NAFA

During the past 10 years, financial advisors have watched the steady decline of qualified annuity buyers showing up at retirement- or Social Security-themed dinner seminars. Advisors had three options: 1) accept declining ROI from their seminars, 2) turn to alternative…

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…

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…

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…

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…

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…

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…

New calculator offers certainty in future retirement income, not guesses

Jerry Golden, a retirement expert who offers common-sense advice to Baby Boomers looking for ways to enjoy and afford their retirement, has created a new calculator that will take the uncertainty out of their retirement income planning.It works like this:…

Lynn A. Schmidt Attends HD Vest’s Leading Industry Conference for Independent Financial Advisors

Lynn A. Schmidt Attends HD Vest’s Leading Industry Conference for Independent Financial Advisors

Lynn A. Schmidt recently attended CONNECT2017, HD Vest's annual national conference. HD Vest Investment ServicesSM, the leading independent broker-dealer empowering holistic wealth management-based investment services, hosted more than 1,500 advisors, exhibitors, and other partners as part of CONNECT2017, which took…

Safe Money Broadcasting Acquires Independent Consumer Financial Education Website

Safe Money Broadcasting Acquires Independent Consumer Financial Education Website

Emerging Internet and media publishing company, Safe Money Broadcasting ("SMB") has acquired SafeMoney.com, a consumer education site on safe retirement strategies using guaranteed insurance products. SMB provides agents, financial advisors, and brokers with independent publishing and insurance marketing solutions to…

AFEA Expands by Adding Chapter in Plano, TX

The American Financial Education Alliance (AFEA) is dedicated to providing financial education and increasing financial literacy within communities all over the country. Today, the Board of Directors has chosen to continue to do just that, by unanimously voting Steve Meeks…

AFEA Expands by Adding Chapter in Putnam Valley, NY

The American Financial Education Alliance (AFEA) is dedicated to providing financial education and increasing financial literacy within communities all over the country. Today, the Board of Directors has chosen to continue to do just that, by unanimously voting Ralph S.…

AFEA Expands by Adding Chapter in Lisle, IL #4515

The American Financial Education Alliance (AFEA) is dedicated to providing financial education and increasing financial literacy within communities all over the country. Today, the Board of Directors has chosen to continue to do just that, by unanimously voting Matthew Welgat…

AFEA Expands by Adding Chapter in Denton, TX

The American Financial Education Alliance (AFEA) is dedicated to providing financial education and increasing financial literacy within communities all over the country. Today, the Board of Directors has chosen to continue to do just that, by unanimously voting Ken Walbridge…

AFEA Expands by Adding Chapter in Pasadena/Glendale, CA

The American Financial Education Alliance (AFEA) is dedicated to providing financial education and increasing financial literacy within communities all over the country. Today, the Board of Directors has chosen to continue to do just that, by unanimously voting Allen Yeeas…

AFEA Expands by Adding Chapter in Wycoff, NJ

The American Financial Education Alliance (AFEA) is dedicated to providing financial education and increasing financial literacy within communities all over the country. Today, the Board of Directors has chosen to continue to do just that, by unanimously voting Fortune Puleoas…

AFEA Expands by Adding Chapter in Greenwood Village, CO

The American Financial Education Alliance (AFEA) is dedicated to providing financial education and increasing financial literacy within communities all over the country. Today, the Board of Directors has chosen to continue to do just that, by unanimously voting Michael Whitmoreas…

AFEA Expands by Adding Chapter in Seattle, WA

The American Financial Education Alliance (AFEA) is dedicated to providing financial education and increasing financial literacy within communities all over the country. Today, the Board of Directors has chosen to continue to do just that, by unanimously voting Tyler Livelyas…

Mark Wernig Promoted to Portfolio Manager at Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that Mark Wernig has been promoted to Portfolio Manager. In his new role, Mark will serve as…

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