CertifiedFinancialProfessional
A/D Juicebox Autumn Is Calling! (September 28th)
We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates.
Join us as Autumn fills the air, and the time is quiet and mellow to discuss things in the financial planning world.
What to know about Medicare before retirement.
During National Medicare Week (September 21-27), take time to learn about this important program for covering your future health care costs.
529 Plans: The big questions answered
For National College Savings Month in September, we discuss several burning issues about these popular college savings vehicles.
How much life insurance is enough?
September is Life Insurance Awareness Month—a good time to take a fresh look at your existing policy, or consider how much coverage to get on a new policy.
The Four Foundations of Financial Literacy
August 14 is Financial Awareness Day. It’s a good time to brush up on the principles of financial planning—budgeting, managing debt, saving and investing.
A/D Juicebox Oh, Sweet Summertime (June 23rd)
We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates.
Summertime is meant for rest, relaxation and quality time. Join us as things
heat up in the financial planning world.
A/D Juicebox Spring Has Sprung (March 29th)
We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates.