Chapter News

    Grand Rapids Mentors Needed!

    As you know, Grand Rapids is booming!

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    Are you concerned about mail fraud?

    If you are even remotely concerned about identity theft via mail fraud, the US Postal Service has a new tool call Informed Delivery that can help protect you information.

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    Are You Making the Right Assumptions About Your Money?

    Here’s a look at five key assumptions that factor into the financial planning process and how each fits in the context of a broader financial blueprint.

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    The "Breakfast Club"

    If you are interested in getting together with other planners and advisors to network and discuss business best practices, join us for coffee or breakfast.

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