News

“The articles below share information that is timeless and pertinent.”

“Ready or Not: The Year That Pushed Advisors Into Tech” is an article from Insurance News Net. Roger explains to INN editor-in-chief Steven A. Morelli the importance of security when electronically transmitting client/company data.

Ready or Not: The Year That Pushed Advisors Into Tech – InsuranceNewsNet

“The College Tuition and Admissions Probability Estimator” is an article from Advisor Perspectives, by , .

https://www.advisorperspectives.com/articles/2019/11/18/the-college-tuition-and-admissions-probability-estimator

 

 

“How Your Clients’ Children are Lured into Oppressive Student Debt,” an article found in Advisors Perspective, written by ,

https://www.advisorperspectives.com/articles/2020/06/23/how-your-clients-children-are-lured-into-oppressive-student-debt

 

This is an example comparison of before and after figures on college financial aid.  It is part of the power point presentation used in our Zoom meetings.

https://documentcloud.adobe.com/link/review?uri=urn:aaid:scds:US:3469fc84-fb3a-4155-9d54-16f1d5b7b844

 

Please print, complete and return this page to us.  It gives us valuable information regarding our Zoom meetings and presentations.

https://documentcloud.adobe.com/link/review?uri=urn:aaid:scds:US:54e33a8b-efa0-4532-95cf-1f6d2065271f