Financial Symmetry News & Views

Posts Tagged ‘NAPFA’

Many of our new clients tell us they found out about fee only financial planning by listening to talk radio or watching their favorite financial pundit on television.  Media personalities such as Suze Orman, Clark Howard, and Dave Ramsey do a great service by inspiring consumers to take control of their financial lives. We also [...]

In response to the many fears and uncertainties that arose during the recent economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus” tour.  On Tuesday January 19th, the “Your Money Bus” rolled in to downtown Raleigh, [...]

The next NAPFA Consumer Webinar Series is scheduled for November 6th, 2009 from 1:00pm until 2:00pm.  Here’s a preview of the upcoming series, Protecting What You Have :

Protecting What You Have
1:00 pm – 2:00 pm ET
Instructor Roseann Bove, CFP, CLU
NAPFA-Registered Financial Advisor
Your health, family, and home are important and need to be kept safe. Roseann [...]

The next NAPFA Consumer Webinar Series is scheduled for September 4th, 2009 from 1:00pm until 2:00pm.  Here’s a preview of the upcoming series, Kids & Money :

“Kids & Money

1:00 pm – 2:00 pm ET

Instructor Linda Leitz, CDP, CFP, EA,
NAPFA Registered Financial Advisor and

Author of The Ultimate Parenting Map to Money Smart Kids
How can you raise [...]

Finding the motivation to save can be just as difficult as motivating yourself to diet and exercise. In both cases you know the outcome will be worthwhile — financial security and better health. However, taking the steps to get there is easier said than done.

NAPFA has launched a new Consumer Webinar Series aimed at educating consumers on financial planning topics. This free program is designed to inform the public on money basics while also covering more in-depth personal finance topics. The year-long series will consist of monthly, 1-hour live sessions that are available through the NAPFA website.

Allison Berger, of Financial Symmetry Inc., in Raleigh, NC, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).

Chad Smith, of Financial Symmetry Inc., in Raleigh, NC, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).