Tag: financial advisor

Financial Expert and Advisor John Convery Featured On CNBC.com

John Convery, retirement planning expert, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Yahoo!Finance, Reuters, MarketWatch and many others. West Palm Beach, FL – March 20, 2013 – A feature story about John Convery, Founder and CEO of The Educated Wealth Center, LLC, was recently seen on […]

Written by on March 20, 2013

Retirement Strategist Richard W Paul Featured in Forbes Magazine

Richard W. Paul was recently featured in Forbes as one of America’s PremierExperts. Novi, MI – March 20, 2013 – Richard W. Paul, Founder and President of Richard W. Paul & Associates,  LLC, was recently seen in Forbes with other leading professionals as part of a feature called “America’s PremierExperts® Presents: Forecasts & Strategies For […]

Written by on March 20, 2013

Institute of Business & Finance Announces a New CES™ Designee

San Diego, CA, March 19, 2013 – The Institute of Business & Finance (IBF) recently awarded Tom Eaglehouse with the estate planning designation, CES™ (Certified Estate and Trust Specialist™). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on trusts, wills, probate, retirement benefits, caring for children, and what […]

Written by on March 19, 2013

Trusted Retirement Planning Authority Matt Golab Focuses on Education and Safe Investment Strategies

Matt Golab has earned the trust of his clients through his expert knowledge of the retirement planning process and his cutting edge strategies. Elk Grove, CA – March 15, 2013 – Matt Golab, founder, President and Chief Advisor of Aaron Matthews Financial Resources, has been helping clients navigate the sometimes tumultuous waters of retirement planning […]

Written by on March 15, 2013

Financial Advisor Richard Jordan Discusses What You Should Know Before You Buy Gold

Financial Advisor Richard Jordan recently explained what every retiree should know about buying gold before purchasing it. Plano, TX – March 11, 2013 – Richard Jordan, Founder of Fortress Estate Solutions, recently discussed the difference between reportable and non-reportable gold investment and why the distinction is important. Mr. Jordan explains: There are tax consequences to […]

Written by on March 11, 2013