Thursday, May 28th

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Most Influential Women in Business - 2015

Most Influential Women in Business - 2015
What makes this woman an outstanding leader? 

Working the Numbers while Guiding Client Investments:

Working the Numbers while Guiding Client Investments:
The growing trend of certified public accountants (CPAs) also holding financial planning licenses has grabbed the attention of the mainstream financial press as of late.

How to Thank Your Biggest Clients for Their Business

How to Thank Your Biggest Clients for Their Business
Customers are offered many options to direct their money for products and services. With increased competition, you need to keep your focus on building a relationship with your clients.

Funding Higher Education

Funding Higher Education
Pay for College without Compromising Quality or Retirement. As spring approaches and college decisions start coming in, parents can’t help but think about one thing – the cost.

A Business Coach with “Best Practice” Acumen

A Business Coach with “Best Practice” Acumen
Helping Small Business Owners Reach the Next Level of Success. Entrepreneurs are known for their ability to turn ideas into successful businesses, but even they need help sometimes.

At the Cutting-Edge of Nonprofit Growth: Plan A Advisors

At the Cutting-Edge of Nonprofit Growth: Plan A Advisors
The people behind nonprofit organizations can burst with passion about the causes and communities they serve. From volunteers to executive leadership and board members, these individuals

A Quality Place to Call Home

A Quality Place to Call Home
Affordable rental housing is a key piece of any economic recovery. It helps families stay together. And yet for many areas of this nation, affordable rental housing does not even exist.

M&A: It's a People Business, Too.

M&A: It's a People Business, Too.
As the year 2007 came to an end, the most recent Great Recession began to take hold in the United States, lasting for 19 months. Among other tangible outcomes, the mergers and acquisitions

“Pushing the Edge”

“Pushing the Edge”
As Lou Whitaker said, “If you’re not living on the edge, you’re taking up space.”  The first American to climb Mount Everest, Whitaker lived for risk-taking, reaping rewards from well-informed

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