In the Media

Media Mentions and Articles

Although we have had our guest columns printed in local newspapers, we have not made an effort to catalog or share those online until now.

In this space we will link to as many of our articles as we can and mention when one of our planners is quoted in the press.

Articles:

12/10/07 Eric published an article in National Underwriter magazine on charitable planning.  The link is here: files/10129/NU%20article%2012%2007%2Epdf

12/2007 Eric was quoted in an Investment Advisor magazine article on charitable giving.  The link is below.

http://www.investmentadvisor.com/article.php?article=8324

9/10/07 David and Eric were featured in an Investment News article on succession planning.  The web link is below.

http://investmentnews.com/apps/pbcs.dll/article?AID=/20070910/FREE/70905022/1009/TOC

Quotes:

7/07 Eric S. Smith was quoted in an Advisor Max.com article on national conferences.