CFP Board’s Financial Planning Clinic – Boston, 2007

On August 4, 2007, hundreds of Boston-area residents gathered at CFP Board’s free Financial Planning Clinic to meet one-on-one with over a hundred volunteer CERTIFIED FINANCIAL PLANNER™ professionals to discuss their personal finance questions, concerns and interests free of charge, with no strings attached Duration : 0:6:39

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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 PLANNER™ professionals to discuss their personal finance questions, concerns and interests free of charge, with no strings attached Duration : 0:3:10

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Financial Planning Introducing Critical Capital Management, Inc.

CRITICAL CAPITAL is the amount of money or assets necessary to give you freedom of choice to retire, change jobs, or do something you have always wanted without sacrificing your security. We’ve gone beyond the financial process because we know how emotions can affect crucial lifestyle decisions. Our principal, Alan B. Ungar, is a trained…

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Planning for Retirement vs Planning for Old Age

Financial planning, as is obvious from the name of the profession, is directed toward the future. One important aspect of a financial planner’s work is “retirement planning”—helping clients invest and manage their funds to make sure they will have enough resources to take care of themselves in their later years. Rick Kahler, CFP, resides in…

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CFP Certification — global excellence in financial planning

Interested in becoming a CERTIFIED FINANCIAL PLANNER professional? Learn more about how CFP certification sets the global standard for financial planning. For more information, visit www.fpsb.org. Duration : 0:1:0

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Affiliate Marketing and Financial Planning Made EZ

EZ Plan helps you plan your finances and make extra money. Order the CD and give it to a friend as a gift or download a free copy and install it on your PC. It makes a good Christmas gift for your husband, wife or other men, women, or teen boys or girls. Update 2010.3.373…

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I Don’t Know What A Financial Planner Does

Most people have a family physician. Many, especially business owners, also have an accountant and an attorney. Fewer, however, have financial planners. Some of the reasons they give include: I am not sure what a financial planner does, I don’t know how to find a competent financial planner, I don’t have enough money to need…

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