Search News & Press Releases by Tag, Press release news tagged with financial planning

Press Release January 15, 2021

Joe Zappia has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Mr. Zappia is driven to help people protect their money

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Press Release January 15, 2021

Anthony R. Pasqua Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

Mr. Pasqua has been endorsed by Marquis Who's Who as a leader in the field of financial planning

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Press Release January 6, 2021

Alan Wu, MD, Celebrated for Dedication to the Field of Medicine

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Press Release December 31, 2020

Lindsey Brumfield Celebrated for Dedication to the Field of Financial Services

Ms. Brumfield is a financial analyst and accountant

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Press Release December 23, 2020

Janice Rouise has been Inducted into the Marquis Who's Who Registry

Ms. Rouise is a community advocate and home healthcare support provider with HomeWatch Caregivers of West Los Angeles

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Press Release December 11, 2020

Terrence T. Dariotis, Esq., Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

Mr. Dariotis has been endorsed by Marquis Who's Who as a leader in the field of wills, trusts and estate law

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Press Release December 9, 2020

Jeffery S. Sills Celebrated for Dedication to the Field of Finance

Mr. Sills oversees 1,600 field advisors as the senior vice president of business and field development for Woodbury Financial

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Press Release December 3, 2020

Christina A. Nash has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Ms. Nash is a pioneer in financial advisory.

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Press Release November 17, 2020

SAVVI Financial Launches HSA SelectSmart To Drive Better Funding Decisions

FinTech leader offers targeted solutions to help employees make better benefit decisions

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Press Release November 12, 2020

Marquis Who's Who Honors Marcellinius Oguh, DBA, with Inclusion in Who's Who in the World

Dr. Oguh has thrived as an entrepreneur, investor and the managing director of Rochvilles & Company Chartered Management Consultants, Accountants & Tax Advisors

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Press Release October 30, 2020

US SIF Issues Statement on Department of Labor Rulemaking Related to ERISA and ESG Considerations

US SIF CEO Lisa Woll says the Department of Labor provided no evidence that plan fiduciaries have been inappropriately selecting ESG investments or that ESG focused funds have given up returns in exchange for 'non-pecuniary' benefit

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Press Release October 27, 2020

US SIF Releases Recommendations for the Next Presidential Administration

The comprehensive document includes eight overarching recommendations for a more just and sustainable economy

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Press Release October 20, 2020

Wise Choice Financial Planning Announces the Grand Opening of its Principal Office

Principal office located in Downtown Dallas

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Press Release October 16, 2020

Brandon J. Beatty has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Brandon J. Beatty established one of the oldest and most well-known hemp-CBD companies in America