youngfinanciers.blogspot.com
Young Financiers: NexGen Gatherings for 2009
http://youngfinanciers.blogspot.com/2009/07/nexgen-gatherings-for-2009.html
Thursday, July 2, 2009. NexGen Gatherings for 2009. We wanted to make an announcement about the upcoming NexGen. Gatherings in 2009. There are actually two this year that will be taking place. One is occurring at the end of the month of July in Moline, IL. Fellow NexGenner Eric Kies from The Planning Center. L conference held in Anaheim, CA. The formal NexGen. Sessions will be held on Friday, October 9th. And Saturday, October 10th. Subscribe to: Post Comments (Atom). Mission of the Young Financiers.
youngfinanciers.blogspot.com
Young Financiers: November 2008
http://youngfinanciers.blogspot.com/2008_11_01_archive.html
Wednesday, November 19, 2008. Overview of Last Meeting in 2008. The Young Financiers met one last time before the end of the year on Tuesday, November 11th. There have been some newcomers this year to the group and they have contributed to the conversation significantly as well as provided office space for the meeting. The most recent meeting was meant to discuss topics such as:. Members who were not present had taken the AFPP at ASU. The College for Financial Planning. And Jeff Rattiner's Fast Track.
youngfinanciers.blogspot.com
Young Financiers: July 2009
http://youngfinanciers.blogspot.com/2009_07_01_archive.html
Thursday, July 2, 2009. NexGen Gatherings for 2009. We wanted to make an announcement about the upcoming NexGen. Gatherings in 2009. There are actually two this year that will be taking place. One is occurring at the end of the month of July in Moline, IL. Fellow NexGenner Eric Kies from The Planning Center. L conference held in Anaheim, CA. The formal NexGen. Sessions will be held on Friday, October 9th. And Saturday, October 10th. Subscribe to: Posts (Atom). Mission of the Young Financiers.
youngfinanciers.blogspot.com
Young Financiers: Overview of Last Meeting in 2008
http://youngfinanciers.blogspot.com/2008/11/overview-of-last-meeting-in-2008.html
Wednesday, November 19, 2008. Overview of Last Meeting in 2008. The Young Financiers met one last time before the end of the year on Tuesday, November 11th. There have been some newcomers this year to the group and they have contributed to the conversation significantly as well as provided office space for the meeting. The most recent meeting was meant to discuss topics such as:. Members who were not present had taken the AFPP at ASU. The College for Financial Planning. And Jeff Rattiner's Fast Track.
versantcm.com
PHOENIX INVESTMENT FIRM | INVESTMENT FIRM SCOTTSDALE
http://versantcm.com/about-the-firm
99;onnected@versantcm.com. Contact Versant Capital Management. BLOG & INSIGHTS. ABOUT THE PHOENIX INVESTMENT FIRM. Versant is an independent, Phoenix investment firm. We are a team of experienced wealth management counselors and investment professionals that manage family resources around what’s important to our clients. Versant’s principals were among the first nationally to have industry best practices it’s in the firm’s DNA. As President and Chief Investment Officer Tom Connelly says, Versant was ...
youngfinanciers.blogspot.com
Young Financiers: Overview of the 2008 NexGen Conference
http://youngfinanciers.blogspot.com/2008/08/overview-of-nexgen-conference.html
Friday, August 1, 2008. Overview of the 2008 NexGen Conference. What an amazing experience this conference was! There is something to be said about the camaraderie between those in our field, especially when you have the same demographic together in one place. There is tremendous synergistic opportunities with the NexGen folks. There are a couple of great articles written on the NexGen Conference that provide an overview of the topics presented as well as the breadth of attendees:. To build camaraderie b...
youngfinanciers.blogspot.com
Young Financiers: April 2009
http://youngfinanciers.blogspot.com/2009_04_01_archive.html
Saturday, April 4, 2009. Why I Hired a Financial Planner. This post may seem like a routine piece on a Yahoo Finance or CNN Money page, but there is a twist to this. Typically, people who hire a financial planner are not planners themselves. That’s where this is different. I am on the path to become a certified financial planner and you would think that I deal with the nuances of this industry on a day-to-day basis. There is more on that later in the post. Once I had this epiphany, I chose to take action.
youngfinanciers.blogspot.com
Young Financiers: July 2011
http://youngfinanciers.blogspot.com/2011_07_01_archive.html
Sunday, July 10, 2011. Recent Event Update: 6/28/11. We would like to thank all of those who attended the most recent Young Financiers. Event on June 28th, 2011. It was definitely a success in getting local Phoenix planners to meet and get better acquainted in a casual setting. We definitely want to acknowledge our host for this event, Walton International Group. Which provides pro-bono financial planning services to those in need. Subscribe to: Posts (Atom). Mission of the Young Financiers.
youngfinanciers.blogspot.com
Young Financiers: Why an up-and-coming financial planner in Phoenix should not join the Young Financiers
http://youngfinanciers.blogspot.com/2009/09/why-up-and-coming-financial-planner-in.html
Saturday, September 12, 2009. Why an up-and-coming financial planner in Phoenix should not join the Young Financiers. They don't care about lifelong learning. They aren't interested in becoming acquainted with their colleagues. They are not open to new ideas. They are afraid of competition. They want to keep their best practices to themselves. November 18, 2009 at 6:21 PM. Subscribe to: Post Comments (Atom). Mission of the Young Financiers. For more information, please email youngfinanciers@gmail.com.
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