In the News
“How to Think…About College Planning in a Pandemic”

David C. Bowman CFP®, is a co-founder of College Aid Pro (collegeaidpro.com), founder of Outsourced Planning (outsourcedplanning.com), and CFP® In Residence of the What is Finology? Project. Through these endeavors, Bowman helps advisers across the country modernize their practices and deepen their client relationships.
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“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
“‘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.
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“Elissa Buie Receives the Alexandra Armstrong Lifetime Achievement Award”

This annual award is inspired by Alexandra Armstrong, chairman and founder of Armstrong, Fleming & Moore Inc., and celebrates pioneers in the field of financial planning. It recognizes women who have had long careers as advisers, a track record of leadership in the profession and/or at charitable organizations, and a demonstrated commitment to serve as a role model or mentor to other women. It also acknowledges women who have earned the admiration and respect of their peers.
The recipient of this year’s award will be chosen by InvestmentNews’ selection committee and honored at an awards luncheon scheduled for 2021 in New York City.
“Congratulations on retiring Marty!”

The fall of 1997 was full of change! Technology was in the headlines as new names of companies appeared every day. IPO was a new buzz word and stock prices ran wild while the common belief was that stock prices and the value of stock options no longer were tied to earnings but were tied to some cryptic formula based on new ideas and digital services. Of course, this all proved to be false, profit and earnings in fact are the underlying principle building blocks on which corporate value is built and time proved this. Once again, the message of the day was to think about the future. So, the question should be: “what will things be like twenty or thirty or fifty years from now?” not “what will things be like in next quarter or next year or even five years from now?”
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LOREM IPSUM DOLOR SIT AMET 2019 CONSECTETUR