United Kingdom Estate and End of Life Planning Market Report 2020: Only 25% of Consumers have Undertaken Actions
January 12, 2021 04:33 ET
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Research and Markets
Dublin, Jan. 12, 2021 (GLOBE NEWSWIRE) -- The "Estate and End of Life Planning" report has been added to ResearchAndMarkets.com's offering. The report studies the degree to which consumers in the...
THE NO BRAINER, DE-RISKING CONVERSATION EVERY ADVISOR SHOULD BE HAVING WITH THEIR MASS AFFLUENT CLIENTS
December 15, 2020 14:50 ET
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Global Impact
Alexandria, VA, Dec. 15, 2020 (GLOBE NEWSWIRE) -- In the world of mass affluent advising, estate planning attorneys, tax advisors and wealth managers have a lot to think about – not only what their...
Richard M. Morgan Selected as One of Georgia Trend Magazine’s “Legal Elite”
December 02, 2020 08:27 ET
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Morgan and DiSalvo, P.C.
ALPHARETTA, Ga., Dec. 02, 2020 (GLOBE NEWSWIRE) -- Morgan and DiSalvo, P.C., is pleased to announce that its partner Richard Morgan has been named one of Georgia Trend magazine’s 2020 “Legal Elite”....
End of the Year Brings Tax, Financial Planning Opportunities
November 17, 2020 12:15 ET
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The Education Plan
Santa Fe, NM, Nov. 17, 2020 (GLOBE NEWSWIRE) -- As the end of the year approaches, it’s an ideal time to look at finances, tax planning and, of course, holiday gifts. The Education Plan®—New...
Jordan Park Group Gains Approval for Perspecta Trust Acquisition from New Hampshire Banking Department
November 13, 2020 12:30 ET
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Jordan Park Group
San Francisco, Nov. 13, 2020 (GLOBE NEWSWIRE) -- Jordan Park Group, an independent financial advisory firm, today announced it has received regulatory approval from the New Hampshire Banking...
UIC Law Announces Michaeline Gordon Memorial Scholarship Fund
September 24, 2020 16:56 ET
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UIC John Marshall Law School
Chicago, Illinois, Sept. 24, 2020 (GLOBE NEWSWIRE) -- UIC John Marshall Law School is honored to announce its newest endowed scholarship fund, the Michaeline Gordon Memorial Scholarship Fund. The...
Optimize Wealth Management Welcomes Stuart Proctor as Senior Financial Planner, Furthering its Nationwide Expansion
September 16, 2020 09:38 ET
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Optimize Wealth Management
TORONTO, Sept. 16, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Stuart Proctor to the firm. Stuart has an extensive history of...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Wayne Lambert as Senior Financial Planner
September 10, 2020 13:16 ET
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Optimize Wealth Management
TORONTO, Sept. 10, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Wayne Lambert to the firm. Wayne has an established history of...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Palhad as Senior Financial Planner
September 02, 2020 10:04 ET
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Optimize Wealth Management
TORONTO, Sept. 02, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Joe Palhad to the firm. Joe has extensive experience in the financial...
MyEstateHero To Provide US Residents with A Free Will, Medical Directive, Power of Attorney and Pet Guardian Trust
August 31, 2020 13:57 ET
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QuoteHero
CALABASAS, Calif., Aug. 31, 2020 (GLOBE NEWSWIRE) -- via NetworkWire – Facing one’s own mortality is something most people don’t want to think about, which is why 65 percent of Americans currently...