Archive for the ‘Financial Planner’ Category

Financial planning segment- Dec. 8th, 2006


James Seramba, certified financial planner, discusses the process of choosing a financial planner

Personal Financial Advisor Career Information : Personal Financial Advisor Qualifications


A personal financial advisor qualifications are a college degree and become a certified financial planner. Learn aout the qualifications and licenses from a certified personal financial advisor in this free video on a career in financial planning. Expert: Janice Dunn Bio: Janice Dunn is a certified personal financial advisor in Eugene, Oregon. Filmmaker: max koetter

CFP Board’s Financial Planning Clinic – Washington, DC, 2008


On September 13, 2008, hundreds of DC-area residents gathered at CFP Board’s free Financial Planning Clinic to meet one-on-one with over a hundred volunteer CERTIFIED FINANCIAL PLANNERâ„¢ professionals to discuss their personal finance questions, concerns and interests free of charge, with no strings attached

Smart money in real estate is on urban experience

Smart money in real estate is on urban experience
Aging boomers are growing out of the suburbs and their children have not yet grown into them. This demographic shift, more than anything else, is driving consumer demand for compact, walkable neighborhoods

Read more on National Post

New Law Forcing Credit-Card Issuers to Play Fair

New Law Forcing Credit-Card Issuers to Play Fair
The rules of credit are changing. Consumers will see improvements this month as credit-card companies roll out the latest in a big series of government-ordered reforms on how they operate.

Read more on WallStreet Journal via Yahoo! Finance

Beaverton looks at up to 1,267 acres for urban renewal and 18 types of projects as it takes steps toward ballot

Beaverton looks at up to 1,267 acres for urban renewal and 18 types of projects as it takes steps toward ballot
The more land included in the boundary, the more money to pay for projects. Officials also are looking to increase zoning that will generate jobs.

Read more on The Oregonian

Personal Financial Planning Tips : How to Start a Foundation


Starting a foundation involves considering if it’s going to be public or private, how long the foundation will be around, administrative time for managing the foundation and setting up bylaws. Build a foundation like a trust fund, family or lump-sum distribution from corporation with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing Hu

Thinking about a U.S. retirement?

Thinking about a U.S. retirement?
Financial planner Bob Keats answers your questions about moving, investing and finding health insurance across the border

Read more on The Globe and Mail

Personal Financial Planning Tips : How to Get Credit Card Debt Relief


Getting credit-card debt relief starts with the ability to set up a good budget and paying down credit-card balances. Discover other ways like dipping into savings or doing credit-card balance transfers to eliminate debt with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing Hu

KIPDA presents draft of long-range plan

KIPDA presents draft of long-range plan
The regional planning agency has been under a time crunch because it must have its transportation plans to the Federal Highway Administration before Dec. 8 or it will be ineligible to receive federal funding.

Read more on Evening News and Tribune

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