In the News
“2017 Women to Watch Rising Star and Co-Founder of 2050 Wealth Planning”
Nov 2017 honor by InvestmentNews
The inaugural Rising Star Award is bestowed on Rianka R. Dorsainvil, founder of Your Greatest Contribution and 2050 Wealth Partners.
This new award recognizes an emerging leader in the financial advice industry who is still in the early stages of her career but shows ongoing and exceptional growth in contributions to the profession. The winner of this award has already demonstrated leadership qualities, is expected to be a driving force in the future, and is committed to fostering a diverse and inclusive work environment.
She also demonstrates a passion for her work, her firm, and the industry at large.
“‘A priceless opportunity’: Winner of the first Visionary Leader Award for an individual”
The award recognizes professionals who have created exceptional initiatives that have made an impact on the field of wealth management. This year, the votes were focused on innovation in response to the coronavirus pandemic. Nearly 40 nominations were submitted and Hannah was selected by the committee.
Click the link to see the full article!
“A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty, With Dave Yeske”
In this episode, we talk in-depth about how Dave applies his policy-based financial planning approach at Yeske Buie, the monthly reports they generate for retired clients to help them see whether they’re in their safe spending policy guidelines, the quarterly tax reports they create to coordinate with their clients’ outside accountants. The Money Quotient questionnaires they use on an annual basis to be certain that they’re covering all the bases with their clients, and how using a policy-based approach to financial planning can help reduce client stress during turbulent markets.
Click the link to check it out!
“Garrett Planning Network partners with WFAN to help close the gender wealth and pay gap”
“I am delighted to partner with WFAN to bring ...objective financial advice accessible to all people." Read more
“Dick Vodra on Defining Wealth, the Role of Money in Our Lives, and Worldview Two”
In this conversation, Wagner Willis and Vodra talk about what Vodra calls “Worldview Two,” the framework that treats climate change and resource constraints as fundamental to any planning we do. They explore how people might handle the transition and how money fits in. Although this conversation between Wagner-Willis and Vodra happened before the COVID-19 pandemic, it remains relevant today.
Follow the link to see the full article! (or find the podcast episode on our site)
LOREM IPSUM DOLOR SIT AMET 2019 CONSECTETUR