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Tag Archives: tips

Social Media Faux Pas

You might think your social media life is private. Why should your boss care about your latest Instagram Story or what you post on Facebook? But the reality is that information you post online is in a very public space. Your company may have rules about what you can and can’t say on social media. Or...
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Certified Financial Planner™ Program Instructor Spotlight: Cheryl Richardson

Are you looking to earn your CFP® designation? As the population ages and life expectancies rise, demand for financial planning services should increase. Cheryl Richardson, attorney and one of our Certified Financial Planner™ Program instructors, is set to teach the Estate Planning portion of our course. Here, she shares more insight on the program...
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Certified Financial Planner™ Program Instructor Spotlight: Christian Mauser

The need for financial planning services has resulted in the demand for professional, competent advisors. Christian Mauser, one of our Certified Financial Planner™ Program instructors, will be teaching the investment portion of our course. Here, he shares how he got his start, insight on the industry, and a few investment strategies. Share your background and...
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