Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Top Change Management Tips for ERP Implementation Success”. Full Story, click here.…
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On Sept. 21-22, Juan Ros, financial advisor with Forum Financial Management, taught a cohort of charitable gift planners in Module 1 of the Certified Specialist in Planned Giving (CSPG) professional designation program. Module 1 covers all aspects of Financial Planning. …
Today at the Business Growth Café, Angelo Ponzi is joined by Chris M. King, President & CEO of Status Flow, who says that by disrupting your flow, you can get five days’ work done in one day, all while working …
Linda Duffy (GL OCNP, NPC2, OCM) and Phuong Jennings (NPC2) were interviewed by the LA Times regarding the Cal Savers retirement program in CA. Read more, click here.…
Morgan Stanley announced that Gail Covington, a Senior Vice President in the Firm’s Wealth Management office in San Francisco, has earned Morgan Stanley’s Family Wealth Director Designation.…
ProVisors members Noelle Valentino and Morgana Blackwelder of John Moran Auctioneers and Appraisers were featured on the cover of the September issue of Pasadena’s Arrroyo Magazine. They were interviewed for the publication’s women in business issue. For the digital version …
Is it true the stock market does better under a Republican president? The answer is a bit more complicated, but it’s a good answer! Learn more, click here.…
Lee Lueddemann earned the ANSI-accredited Certified Information Privacy Professional/United States (CIPP/US) credential through the International Association of Privacy Professionals (IAPP). The CIPP/US demonstrates a strong foundation in U.S. privacy laws, regulations and understanding of the legal requirements for the transfer …
Richard Golubow, a founder and the managing partner of Winthrop Golubow Hollander, LLP, a premier bankruptcy, insolvency and financial restructuring law firm located in Newport Beach, California, was a panelist in a roundtable discussion published by Financier Worldwide entitled COVID-19 …
Global Asset Protection Solutions
Title: Principal Phone: (650) 934-1035 Email: elenasmirnov@gmail.com Profession: Consultant & Service Home Group: Palo Alto 1 Bio: Asset-Protection and Tax-Mitigation Focused Financial Planner and US and International Life Insurance Practitioner.