I am pleased to tell you that we have solidified our schedule for All-Member Virtual Media Trainings in 2017! These are opportunities for all members, regardless of their location, to join Ben Lewis from FPA National for a quarterly media training. While the trainings are open to all members, any CFP® professional member of FPA who attends one will then qualify to take part in FPA MediaSource, our automated media query system.
The dates of the trainings in 2017 are:
Anyone wanting to register can simply visit www.OneFPA.org/MediaTraining and click on the date they are interested in.
And a reminder, if your chapter is interested in hosting a media training with me exclusively for your chapter, please let me know. These can be done virtually or in-person. Just let me know if you want to discuss this or want to get something scheduled!
If you have any questions, feel free to contact our PR Director, Adam McNeill at 518.364.7899
Financial Service Representative
Independent Investment Advisor located in Albany, NY is seeking a motivated individual experienced in servicing financial service customers to provide the highest level of personalized service and attention to our clients. If you have a passion and commitment for providing extraordinary client service and enjoy a small company environment, we could be the company for you.
The Financial Service Representative is the point of contact for personal communication with clients aiding them in all facets of client servicing, including:
Mortgage rates have dropped again, and now you’re wondering, is refinancing your mortgage the right move? And if so, how to go about getting the best refinancing deal? The more you know about the refinancing process, the better equipped you will be to answer these questions for yourself.
That you’re keeping tabs on mortgage rates and considering the refinance option is a good first step, says Michael McKevitt, who brings a unique perspective to the refinance issue as both a licensed mortgage originator (NMLS #876603) and a Certified Financial Planner™ at Guillaume & Freckman, a wealth management firm in Palatine, Ill.
All it took was a quick glance at the young woman’s federal tax return form for Certified Financial Planner™ Austin Lewis to spot an important omission — one that could net the college student a valuable $2,500 American Opportunity Tax Credit from Uncle Sam – and avoid a costly tax pitfall.
Fortunately this young woman consulted Lewis before filing her tax return, preventing her from succumbing to one of the many common and potentially costly pitfalls that can trip up taxpayers. With the tax deadline fast approaching, here’s a look at some of those pitfalls and how to avoid them:
Americans love their credit cards. Indeed, an estimated 167 million U.S. adults own at least one credit card, and most own more than one, according to CreditCards.com.
There’s a dark underbelly to that reliance on plastic, and it’s called debt. The average U.S. household with debt carries $15,355 in credit card debt, according to NerdWallet. What’s more, credit card debt costs consumers an average of $2,630 per year in interest, assuming an average interest rate (APR) of 18%.