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
2013 Alliance of Cambridge Advisors Conference
Clarity Financial Planning Participates in CFP Board Exam Process
Clarity Financial Planning Addresses the Women’s Information Network (WIN)
Clarity Financial Planning Joins the Board of Directors of the Chartered Financial Analyst Society of Washington DC
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”
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.”