Industry Resources

WHITE PAPER: Aging and its Financial Implications 

WHITE PAPER: The Housing Crisis Facing Your Aging Clients 

LearnVest Sample Financial Plan – Includes a sample plan for lower income individual with debt

2014 Fiduciary Calendar – Includes critical dates and deadlines to help you plan for and perform all your fiduciary responsibilities

InCharge Institute – Credit counseling services

LearnVest – Individual financial wellness and planning resources

Think Creative – Brand strategy and development