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Jan 2017 Newsletter (pdf)

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March 2017 Newsletter (pdf)

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April 2017 Newsletter (pdf)

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June 2017 Newsletter (pdf)

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July 2017 Newsletter (pdf)

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August 2017 Newsletter (pdf)

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September 2017 Newsletter (pdf)

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Oct 2017 Newsletter (pdf)

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STRATEGIC ALLIANCES

ED SLOTT’S ELITE IRA ADVISOR GROUP

Ed Slott's Elite IRA Advisor Group℠ is an exclusive organization of financial advisors dedicated to leadership in the IRA industry. The organization serves as a single resource for serious professionals, providing intensive, ongoing training and equipping them with cutting-edge tools and resources to help their clients. Our membership means our clients benefit from the most up-to-date information on IRA distribution rules and tax laws. If you have a question about your IRA, we know the answer.

The Financial Planning Association® is the principal professional organization for Certified Financial Planner (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. (FPA®) supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.

Since 2001, the National Ethics Association has helped business professionals build their businesses on a foundation of trust, ethics and best practices. NEA is committed to helping businesses serve their customers with knowledge and integrity by providing educational resources and content encouraging and promoting ethics in business and beyond. NEA is also devoted to aiding consumers with the increasingly complex task of conducting due diligence on business professionals. This results in greater peace of mind for skeptical consumers and also rewards those worthy of their trust.

The American Legion was chartered and incorporated by Congress in 1919 as a patriotic veterans organization devoted to mutual helpfulness. It is the nation’s largest wartime veterans service organization, committed to mentoring youth and sponsoring wholesome programs in our communities, advocating patriotism and honor, promoting strong national security, and continued devotion to our fellow servicemembers and veterans.

NaVOBA’s mission is simple: to create opportunities for all of America’s veteran-owned businesses. More than 3 million men and women, including David have defended our nation’s freedoms by serving in America’s armed forces have made the choice to start their own businesses after their military service. We call them vetrepreneurs. As a veteran himself, David is prould to support  this organization .  Whether they are looking to start a small business on Main Street, open a franchise, sell to large corporations, or contract with local, state or even federal government agencies, NaVOBA is there to help. Their advocates fight every day to ensure that America’s vetrepreneurs attain the opportunities they’ve earned.