Money Resolutions Article in Tallahassee Woman Magazine

In case you missed the article Barbara wrote for the December-January issue in the Tallahassee Woman Magazine, you can read it here.

Best Money Resolutions
By Barbara S. Pople, CPA, CFP®, CDFA™

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Randy Presented Two National Webinars

Randy recently taught at two national webinars. One of the webinars, “Fiduciary Responsibility for Directors and Executive Officers in Wealth and Asset Management”, was conducted through the American Bankers Association (ABA) and took place on Thursday, November 20, 2014.

The other webinar, “Generation Skipping Transfer Taxation”, was organized by the Insurance Trust Monitor (ITM) and was held on Thursday, November 13th, 2014.

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