Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans.
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.
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The Big Picture
SEPTEMBER 23, 2024
I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. So in 2002, when we start, it’s not the.com debris we are looking through. How, how did you look at this and then how did you stand up?
NAIFA Advisor Today
NOVEMBER 12, 2024
He led NAIFA as the association’s national President during the 2002-2003 term and served as the Life Happens Board Chair in 2008. As NAIFA President, he formed and led NAIFA’s 2002 Transformation Task Force, which developed a strategic plan focused on delivering legislative advocacy and bottom-line benefits for NAIFA members.
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