Showing posts with label NAPFA. Show all posts
Showing posts with label NAPFA. Show all posts

Wednesday, September 8, 2010

NAPFA Consumer Webinar Oct 1st

NAPFA will present the next in it's series of Free Consumer Webinars: Financial Management of an Aging Parent on Friday, October 1st.

Instructor Cheryl Sherrard, AAMS, ATP, CFP®
NAPFA-Registered Financial Advisor

Many Americans are faced with the reality that they will be responsible for managing the financial needs of aging parents. From paying for housing and health care costs to addressing estate planning needs, ensuring that Mom and Dad are taken care of can take a considerable amount of time. This session will address what you can do today to begin planning for their needs tomorrow.

Sign up for "Financial Management of an Aging Parent" on the NAPFA website at http://www.napfa.org/calendar/calendar/event.asp?EVENT_ID=1051&

Friday, August 20, 2010

Without a Financial Plan, Women's Long-Term Outlook at Risk

The Great Recession has changed our lives in many ways. One positive result is that it has helped women to become more educated about their finances. A recent study shows that 95% of women are involved in making financial decisions yet most do not have a financial plan in place and many look for help in the wrong places. Good resources to find a Fee-Only Advisor who will be a fiduciary are NAPFA or the Garrett Planning Network.

Read more in Ruthie Ackerman's July 28th article:
http://www.financial-planning.com/news/women-financial-prudential-2668099-1.html?ET=financialplanning:e1792:2120299a:&st=email&utm_source=editorial&utm_medium=email&utm_campaign=FP_Retirement_Planning_081910

Wednesday, October 28, 2009

Free NAPFA Webinar Nov 6

NAPFA's Consumer Webinar Series, a year-long initiative for NAPFA-Registered Financial Advisors to provide information on a wide range of issues, is gaining steam. There are recordings of the first three sessions archived on the NAPFA website, so anyone can listen to the audio synchronized with the PowerPoint slides.

Each month a new session will be conducted live online. Consumers can attend the live session after registering for free, or listen/view the archived programs.

November 6, 2009
1:00 pm - 2:00 pm ET
"Protecting What You Have"
Instructor Roseann Bove, CFP, CLU
NAPFA-Registered Financial Advisor

Your health, family, and home are important and need to be kept safe. Roseann will provide information on how you can portect the things you have through life, health and medical insurance.