By Eric Kies CFP®, President, CCO, Sr Financial Planner The geese are flying north, the snow is melting, the days are getting longer and the temps
By Eric Kies, CFP® Will it matter five minutes after you’re gone? I was at a workshop at church a few weekends ago, and one of
by Eric Kies “I’m not worried about us, what I’m worried about is our kids, and our grandkids. They’re not going to have the same type
By Jude Boudreaux Hi, I’m Jude, the newest partner at The Planning Center! Great to meet you! You look amazing in 2D. During the past year,
Special Equifax Security Alert Added Below Cybersecurity Part 3 – by Eric Kies I’m on my way home from visiting our Fresno office, and the plane
My grandfather’s name was Gale. He was an interesting guy, one of those people who was wise beyond his years because he had lived through some
This is the second in a series of articles on staying safe online and best practices for securing your computer, your accounts, and the data you
The Quad Cities Times interviewed Marty Kurtz, CEO and Eric Kies, President on the growth of The Planning Center and what it means for the next generation. The
This is the first in a series of articles on the systems and processes The Planning Center (TPC) uses to protect the security of our client
Financial Planning magazine and Eric Kies on cyber security and what The Planning Center is doing to keep you safe. Clients’ financial information is a valuable commodity
By Eric Kies Every year, my wife Laura and I try to run a half marathon in the spring and fall. In fact, running is how
Eric Kies, CFP® interviewed on the importance of staying up on technology trends and implementing them for your business. Getting over the mental block toward adoption
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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