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.

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Carson Wealth

JULY 5, 2022

I remember doing an interview with CNN Money and I actually had a picture from 2003 of my budget,” Ogden explained. . When Ogden and his wife, Bonnie, first got together, they merged their bank accounts so they could get the full picture of where they are and created a strategic plan. . “If Because the one thing we all hate?

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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.

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The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. 00:04:02 That’s what value add software was originally.

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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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