Guest speaker, John Nersesian CFP®, CIMA®, CIS®, CPWA® will discuss year-end tax saving strategies, plus share insight around planning for 2016.
What in the World is Going On? A Global Perspective on Financial Markets
Jeffrey Kleintop, CFA, Chief Global Investment Strategist at Charles Schwab, discusses investing in a volatile economy.
Thank you for making our 10th Annual Photo Contest a huge success!
To view the top winners, honorable mentions and special recognition photos, CLICK HERE.
When your values are clear to you, making decisions becomes easier. — ROY DISNEY
Why Planning Alternatives?
Founded in 1982 as an independent advisory firm, Planning Alternatives serves as a fiduciary advisor – looking out for clients’ best interest with skill, care and passion. Our strategies are time-tested, our team is experienced, and wealth management is what we know.
There are no secrets to success. It is the result of preparation, hard work, and learning from failure.— Colin Powell