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By Financial Planning Association
DENVER – On Apr. 20-23, the best minds in the financial planning profession will gather for FPA Retreat 2015 to explore and advance the art and science of financial planning in the 21st century.
12410715
By Capitol Financial Solutions
Kristopher Olexy, CFP®, CLU®, Financial Advisor at Capitol Financial Solutions in Richmond, VA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks...
12385766
By Paraklete® Financial, Inc.
Susan M. Tillery is co-presenting: Expand Your Financial Planning Practice through Your Client's Tax Return: Moving from Tax Planning to Integrated Financial Planning. The event will be presented on October 29, 2014 from 10:30am-12:15pm ET.
12385095
By Paraklete® Financial, Inc.
Thomas N. Tillery will be a guest speaker on Wharton Business Radio’s - Your Money with host Professor Kent Smetters for an estate planning discussion on Tuesday, October 21, 2014 from 5-7 PM EDT on SiriusXM® Radio Channel 111.
By Heritage Financial Planning
New Dallas Office of Heritage Financial Planning to be headed by award winning financial planner Allison Geiger, CFP®
12356256
By Paraklete® Financial, Inc.
Realty Capital Securities sponsors Thomas N. Tillery as the keynote speaker at the Cetara Wealth Management University, Las Vegas, NV, August 12-13, 2014.
12349015
By Paraklete® Financial, Inc.
Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, July 25, 2014.
12346323
By About Advantage Retirement Group
$13,600 collected to advance mission of Lee County Homeless Coalition and CCMI
12324652
By Paraklete® Financial, Inc.
Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, May 30, 2014.
12321510
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs.
12321474
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will moderate the AICPA Personal Financial Planning Boot Camp hosted by AICPA’s PFP Division.
12285033
By Pioneer Financial
Michael Schwartz, CFP® has recently been named as one of America’s PremierExperts® in recognition of his success and knowledge as Wealth Management Advisor.
By Creekside Financial Advisors
Jessica Silver, Client Manager for Cleveland’s Creekside Financial Advisors financial services firm, successfully completed the CFP® certification process.
12266347
By Paraklete® Financial, Inc.
Susan Tillery, President and CEO of Paraklete® Financial, Inc. will be participating as a panelist at the 2014 AICPA Advanced Personal Financial Planning Conference to be held in Las Vegas, NV.
12252032
By LINQ Conference
Learning Innovations and Quality 2014 “Changing the Trajectory – Quality for Opening up Education” Call for Papers and Projects Open
By One Warm Coat
Key Financial Group and One Warm Coat®, warming communities…one coat at a time.
By Hergenroeder Financial Advisors, Inc.
Timonium, Maryland: Hergenroeder Financial Advisors, Inc. is pleased to announce the addition of Anthony Malizia and Megan Kelly as Client Services Associates.
12240038
By Paraklete® Financial, Inc.
Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, November 22, 2013.
12239908
By Harbor Financial Group, Inc.
Megan Foster of Harbor Financial Group, Inc. earns CFP® Certification
By Resource Planning Group
An executive from Humana, one of the largest health insurance providers on the Affordable Care Act's newly established exchange, said on Wednesday that he expects the U.S.

All Press Releases

By Lamia Financial
David Seery, a California State University, Channel Islands alumnus and client service specialist for Lamia Financial Group, Inc., has received the prestigious Certified Financial Planner (CFP®)  designation.
By Phoenix Public Works
The city of Phoenix plays party host once again for the College Football Playoff (CFP) this weekend.
By SOCRATES SCHOLARLY RESEARCH JOURNAL
Research papers and manuscripts are invited for consideration of publication in the regular issue- VOL. 3 NO. 4 (2015) ISSUE- DECEMBER OF the Journal SOCRATES. Deadline: November 20, 2015.
By Key Financial Group, LLC
Contact: Beth Mason          240.215.4709          bmason@keyfinancialgrp.com David Morders, CRPC® and Jason Jennings, CFP® Recognized as a Top Financial Advisor by LPL Financial Frederick, MD – March...
By LINQ Conference
LINQ 2015 to Host UNESCO and European Commission VIPs Speaking on "The Need for Change in Education: Openness as Default?"
By LINQ Conference
LINQ Conference 2015 Experiences Surge of Interest for Motto “The Need for Change in Education: Openness as Default?”
By Financial Planning Association
DENVER – On Apr. 20-23, the best minds in the financial planning profession will gather for FPA Retreat 2015 to explore and advance the art and science of financial planning in the 21st century.
12410715
By Capitol Financial Solutions
Kristopher Olexy, CFP®, CLU®, Financial Advisor at Capitol Financial Solutions in Richmond, VA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks...
By Solomon Exam Prep
In response to the demand for CFP Exam Prep products, Solomon Exam Prep has partnered with Boston Institute of Finance and Bryant University.
12385766
By Paraklete® Financial, Inc.
Susan M. Tillery is co-presenting: Expand Your Financial Planning Practice through Your Client's Tax Return: Moving from Tax Planning to Integrated Financial Planning. The event will be presented on October 29, 2014 from 10:30am-12:15pm ET.
12385095
By Paraklete® Financial, Inc.
Thomas N. Tillery will be a guest speaker on Wharton Business Radio’s - Your Money with host Professor Kent Smetters for an estate planning discussion on Tuesday, October 21, 2014 from 5-7 PM EDT on SiriusXM® Radio Channel 111.
By Heritage Financial Planning
New Dallas Office of Heritage Financial Planning to be headed by award winning financial planner Allison Geiger, CFP®
12356256
By Paraklete® Financial, Inc.
Realty Capital Securities sponsors Thomas N. Tillery as the keynote speaker at the Cetara Wealth Management University, Las Vegas, NV, August 12-13, 2014.
12349015
By Paraklete® Financial, Inc.
Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, July 25, 2014.
12346323
By About Advantage Retirement Group
$13,600 collected to advance mission of Lee County Homeless Coalition and CCMI
12324652
By Paraklete® Financial, Inc.
Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, May 30, 2014.
12321510
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs.
12321474
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will moderate the AICPA Personal Financial Planning Boot Camp hosted by AICPA’s PFP Division.
12285033
By Pioneer Financial
Michael Schwartz, CFP® has recently been named as one of America’s PremierExperts® in recognition of his success and knowledge as Wealth Management Advisor.
By Wealth Engineers, LLC
Mr. Duong has successfully fulfilled the rigorous requirements of CFP® certification and is now permitted to use the CFP® marks, the recognized standard of excellence for personal financial planning
By Creekside Financial Advisors
Jessica Silver, Client Manager for Cleveland’s Creekside Financial Advisors financial services firm, successfully completed the CFP® certification process.
12266347
By Paraklete® Financial, Inc.
Susan Tillery, President and CEO of Paraklete® Financial, Inc. will be participating as a panelist at the 2014 AICPA Advanced Personal Financial Planning Conference to be held in Las Vegas, NV.
12252032
By LINQ Conference
Learning Innovations and Quality 2014 “Changing the Trajectory – Quality for Opening up Education” Call for Papers and Projects Open
By One Warm Coat
Key Financial Group and One Warm Coat®, warming communities…one coat at a time.
By Hergenroeder Financial Advisors, Inc.
Timonium, Maryland: Hergenroeder Financial Advisors, Inc. is pleased to announce the addition of Anthony Malizia and Megan Kelly as Client Services Associates.
12240038
By Paraklete® Financial, Inc.
Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, November 22, 2013.
12239908
By Harbor Financial Group, Inc.
Megan Foster of Harbor Financial Group, Inc. earns CFP® Certification
By Resource Planning Group
An executive from Humana, one of the largest health insurance providers on the Affordable Care Act's newly established exchange, said on Wednesday that he expects the U.S.
By lpl financial
Frederick, MD – October 22, 2013 – Jason Jennings, CFP, an independent financial advisor at Key Financial Group, LLC in Frederick, MD today announced that he was recognized as a top financial advisor and named to the LPL Financial Freedom Club
By REDW LLC
REDW is pleased to announce that Ruth Ann Piatt, CPA/PFS, CFP®, CGMA, AEP®, MBA, a Senior Manager in REDW Stanley Financial Advisors, LLC, has passed the rigorous exam required to become a Certified Financial Planner (CFP®).

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