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COVID-19 News
Key PPP Updates for Small Businesses
by Amy Tessmer, CPA and TPC CFO If you’ve been following the news and guidance related to the Paycheck Protection more
TPC’s Best Place to Work Award has Perfect Timing
InvestmentNews recently announced that The Planning Center is on their “Best Places to Work for Financial Advisors” list for 2020. more
Helpful COVID-19 Legislation and Resources
by Amy Tessmer In recent days, there has been significant legislation enacted to help individuals and businesses that have been more
Client Questions in Uncertain Times – Investor Questions Answered
by Michael Branham, CFP® As Americans and the world face uncertain economic outcomes, investors are asking important questions to understand what more
Advisors Adopt Healthy Habits To Boost Morale And Avoid Burnout
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale more
The Planning Center continues its acquisition strategy, merging with a New Orleans firm
A New Orleans-based wealth planning firm is the latest partner to merge with The Planning Center Inc., headquartered in downtown more
Honoring the man who forever changed the financial planning profession
By Robert Powell Published May 19, 2017 at www.marketwatch.com Read the entire article here: Honoring the man who forever changed the financial planning profession more
How the late Dick Wagner, the ‘oracle’ of planning, paved advisers’ way
By Tobias Salinger Published April 25, 2017 at www.financial-planning.com Read the entire article here: How the late Dick Wagner, the ‘oracle’ of financial more
Planning Center Reaches Out to New Generation
The Quad Cities Times interviewed Marty Kurtz, CEO and Eric Kies, President on the growth of The Planning Center and what it more