News of note, links, and tips from Clarity Financial Planning.

Recent News

Networking and Training New Fee-Only Financial Planners

From October 31-November 8, 2015,  Claire Emory, MBA, CFA, CFP, helped train new Fee-Only financial planners and attended the Alliance of Comprehensive Planners (ACP) Annual Conference in Birmingham, AL.

2015 Dimensional Funds Applied Conference

Claire Emory, MBA, CFA, CFP, attended the Dimensional Funds Applied Conference in Tysons Corner, VA.

Certified Financial Planner Board of Standards, Inc. Exam Review

From April 22-24 2015, Claire Emory, MBA, CFA, CFP, participated at the CFP Board in Washington DC, reviewing the exam to be given to CFP candidates in July 2015.

2013 Alliance of Cambridge Advisors Conference

Claire Emory, MBA, CFA, CFP, attended the Alliance of Cambridge Advisors Conference. Highlights of the annual conference, held November 6-10, 2013 in Tucson AZ, included keynote and closing presentations by two of NAPFA’s 30 Most Influential People.

Clarity Financial Planning Participates in CFP Board Exam Process

On October 25 and 26, 2013, Claire Emory, MBA, CFA, CFP, participated as a subject matter expert in the exam preparation process at the offices of the CFP Board in Washington, DC.

Clarity Financial Planning Addresses the Women’s Information Network (WIN)

On January 18, 2013,  Claire Emory MBA, CFP, CFA spoke at a luncheon meeting of the Women’s Information Network  (WIN) on the Five Fundamentals of Fiscal Fitness and the Financial Life Cycle.

Clarity Financial Planning Joins the Board of Directors of the Chartered Financial Analyst Society of Washington DC

On June 26, 2012, at an event at the Embassy of Argentina, Claire Emory MBA, CFP, CFA  joined the Board of Directors of the CFA Society of Washington DC, an organization of more than 1,700 investment professionals.

Article by Clarity Financial Planning Will Be Featured in “Planning Perspectives”

A Clarity Financial Planning article on retirement and college funding will be featured in the upcoming issue of Planning Perspectives, the newsletter of the National Association of Personal Financial Advisors that is distributed to more than 40,000 recipients six times a year.

Clarity Financial Planning Will Give Free Seminar on “Making Your Money Last in Retirement”

Claire Emory MBA, CFP, CFA will speak on "Making Your Money Last in Retirement" at the Arlington County Central Library from 6:30 to 8:30 p.m. on Wednesday, April 18, 2012.

Clarity Financial Planning Participates in Conference for Independent Registered Investment Advisors

Claire Emory MBA, CFP, CFA recently returned from the Shareholders Service Group Conference for Independent Registered Investment Advisors in San Diego, where she learned about trends in the economy and up-to-date technology for advisors.

Clarity Financial Planning Featured in VA Cooperative Extension Services Lecture Series

Claire Emory MBA, CFP, CFA, hosted an informative two-hour session at the Arlington County Central Library on November 2, 2011, lecturing on the basics of bonds as part of a free series offered by the Virginia Cooperative Extension Service.  She will be doing more of these sessions in the future, so check back for news about her speaking engagements.

Clarity Financial Planning

Clarity Financial Planning is a registered Fee-Only advisor with the National Association of Personal Financial Advisors (NAPFA). MSN Money columnist Liz Pulliam Weston calls the true Fee-Only advisors belonging to NAPFA “a rare breed.”