Kathy Longo recently sat down with Katherine Liola, CFP®, BFA®, CRPC®, AIF®, David D. Holland, CFP®, CPA, PFS, ChFC®, and Stephanie Barnier, CFP® to shoot an episode for the upcoming season of PlanStrongerTV™ PlanStrongerTV™– 13 episodes in total ranging in topics from how to pick a financial advisor, raising kids with an awareness and appreciation
Kathy Longo CFP®, CAP®, CDFA® has been officially selected by Investopedia as one of their top 100 Financial Advisors of 2019! This is the third year for the Investopedia 100 which celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management,
Join Kathy Longo for the FPA Journal in the Round online roundtable and interactive discussion! July 31, 2019 2:00 PM Eastern (1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific) In this month’s program, July Journal for Financial Planning contributor, Taylor Schulte, CFP, will discuss how financial planners (not marketing experts) can use online-content
Michele Lenz recently attended the Fundamentals of Financial Life Planning training with MoneyQuotient. This non-profit organization provides tools to financial planners to help engage clients and align their financial goals with their life goals. Flourish has integrated these tools into our financial planning process and it was time for Michele to go
The Women Winning Annual Luncheon is a gathering of more than 1,100 women, men, and allies to support Women Winning’s mission to recruit, train, and elect pro-choice women to all levels of public office. The Annual Luncheon allows Women Winning to keep our robust, one-of-a-kind candidate training and development programming
This event was sponsored by the Personal Finance Program and the Center for Financial Security through the UW Madison School of Human Ecology. This workshop was designed to increase financial professionals’ understanding of coaching theories & skills, recognize the role of values & motivations, and identify applications in professional practice. There was
Podcasts
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