3BL Media

AUGUST 15, 2024

Talk with a financial planner and consider a Simplified Employee Pension (SEP), which is a type of Individual Retirement Account (IRA). Other choices include a Savings Incentive Match Plan for Employees (SIMPLE) IRA, a solo 401(k) or a Roth IRA —a financial planner can help figure out which type is best for you.

Financial Planner 147

Financial Planner Development 147

3BL Media

SEPTEMBER 22, 2022

Second, I see the need for more bankers and financial planners who speak Spanish. Less than 5% of certified financial planners are Black or Latino. So, financial education is key to helping them learn how financial products and services can help them achieve their life goals. population.

Financial Planner 130

Financial Planner Banking Development 130

3BL Media

MAY 4, 2022

It partnered with organizations and educational institutions to recruit from underrepresented groups and contributed to the Financial Alliance for Racial Equity (FARE) CFP® (Certified Financial Planner) Board scholarship for aspiring CFP® professionals of color.

Corporate Social Responsibility 246

Corporate Social Responsibility Net Zero Sustainable Investment Financial Planner 246

3BL Media

NOVEMBER 3, 2023

“Money can be a significant source of stress, so we provide a variety of no-cost resources to help associates reach their personal financial goals.

Financial Planner 147

Financial Planner Digitalization 147

3BL Media

DECEMBER 21, 2023

The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit.

Financial Planner 147

Financial Planner 147

Just Capital

MARCH 6, 2024

Avangrid’s efforts have created a benefits program that promotes long-term financial success while offering employees best in class day-to-day rewards. Investing in Workers’ Futures: At Avangrid, creating a skilled workforce and promoting employee talent development is a top priority.

Financial Planner 98

Financial Planner Net Zero Development 98

Corporate Knights

FEBRUARY 7, 2022

With that in mind, Janet Gray, a certified financial planner with Money Coaches Canada, suggests a bit of caution for the curious investor. Of course, that boom that Levy predicts is dependent on a number of factors. Clinical trials have to keep getting positive results and legislators have to take big steps forward.

Financial Planner 279

Financial Planner Climate Change Banking 279