2003 Planning Strategic Planning 
NAIFA Advisor Today
OCTOBER 21, 2022
Gandy, a loyal NAIFA member since 2003, serves on NAIFA’s Board of Trustees, is a Past President of NAIFA-Chicagoland , and is a Co-Chair of NAIFA’s Diversity, Equity, and Inclusion (DEI) Council.
Carson Wealth
JULY 5, 2022
He had no financial planning knowledge. If you don’t have a plan for how you’re going to leave the game, it becomes stressful because those bills keep coming, things keep coming out of your account, but the money you were putting in is no longer there.” . Jamie Hopkins, Managing Partner, Wealth Solutions . He had no resources.
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Good Financial Cents
AUGUST 12, 2023
As emphasized by many financial experts, including those mentioned in “ The Intelligent Investor ” by Benjamin Graham (2003), careful planning and consistent monitoring of your passive income sources can lead to greater financial freedom and control over your time.
The Big Picture
AUGUST 20, 2024
What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.
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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