Search News by Tag: Legacy planning
16 news stories found
Press Release
September 25, 2026
The Heart Financial Group founder reflects on childhood trauma, faith and the unexpected connection between the risks she once learned to anticipate and the work she does today.
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Press Release
August 21, 2026
Association of African-American Financial Advisors Hosts VISION Conference to address the future of wealth management.
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Press Release
August 7, 2025
Dr. Natalie Michon, renowned speaker, author, and legacy strategist, proudly announces the release of her debut book, I Knowww You Didn't Just Die On Me, a groundbreaking guide that makes estate planning accessible, empowering, and engaging.
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Press Release
August 6, 2025
Faith, Fellowship, and Financial Stewardship: Coram Deo Advisors Sponsors FCA's Winning Golf TV Show
When Christian financial advisors in Lancaster County, PA, align their Kingdom values with community outreach, extraordinary ministry opportunities emerge.
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Press Release
October 16, 2024
Providing families across the country with easy, secure, and accessible ways to prepare for the unexpected
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Press Release
April 3, 2024
Founder of Financial Freedom Wealth Management Group is recognized for her enduring commitment to excellence in financial guidance
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Press Release
February 23, 2024
The legal team at White Oak Wills & Trusts LLC has years of experience helping clients with estate planning issues.
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Press Release
December 3, 2021
Hallman & Associates, P.C. of NORMAN, OK has been honored with a recognition by 405 Magazine in its selection of "Top Attorneys 2021."
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Press Release
May 6, 2020
Announces Marshall Heitzman to Lead New Program Efforts
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Press Release
September 19, 2018
Brett R. Danko, CFP®, who serves as GENCapital's Partner and President of Financial Planning Resource Center will speak at the 2018 Southeast Community Owners (SECO) Symposium.
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Press Release
September 14, 2017
Celebrate Ten Years of Publishing with the Only Real Estate Investor's magazine owned by active California investors whose mission is to help others learn about the benefits of owning real estate as a means of creating long-term wealth.
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Press Release
May 14, 2015
Barbara Bates Sedoric, President and Founder of LastingMatters, has been recognized as a Distinguished Professional in Estate and Legacy Planning
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Press Release
November 28, 2014
Mr. Anderson holds an AV rating with Martindale-Hubbell.
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