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marieswift

  1. RT @FPADFW: @KinderInstitute's Seven Stages of Money Maturity Workshop® in Houston, TX Jan. 18-19, 2010. FPA early bird rate avail: http ...
  2. @Kablog #1 tip 2010: Where U keep your important financial & family documents just as important as having them - www.executorsresource.com
  3. RT @Kablog: What's your number one piece of financial advice going into 2010?
  4. Free risk tolerance profile compliments of PBS, Kiplingers & Finametrica - you may be surprised at results! http://tinyurl.com/riskprofiling
  5. RT @EstateLogic: Advisors, are you overlooking these 6 estate planning basics? http://bit.ly/4WQfnD
  6. @RJWeiss Great list: Ultimate List to Simplifying Your Finances http://bit.ly/4CZxWO. Consider addng www.executorsresource.com virtual vault
  7. Dennis King: poor income distribution planning will be chief client complaint in coming years - how to avoid - http://tinyurl.com/dennisking
  8. Headed to NYC. Spending Mon/Tue introducing Skip Rapp www.executorsresource.com to select journalists. Mobile =marieswift@vzw.blackberry.net
  9. Working with FPA to bring groundbreaking Web 2.0 & Social Media Boot Camp "live" to Dallas Feb 28, 2010. Join me! http://tinyurl.com/yh5kzu7
  10. Had great coaching call w/ Members of Garrett Planning Network. Some of the smartest and best intentioned financial planners in industry!
  11. Bob Lindner article published by HCPlive Finance/Money - "The Missing Piece of the Portfolio Puzzle" - http://bit.ly/92gtaO
  12. Socially Adept - "most read article" at http://www.financial-planning.com/fp_issues/2009_12/socially-adept-2664692-1.html. Web 2.0 tips.
  13. RT @t3fan: See what industry guru Bob Veres says about the upcoming T3 Conference: http://tinyurl.com/yfpfmc2
  14. Settling Estates on the Web - product review of EstateLogic - by Joel Bruckenstein - on Morningstar Advisor: http://bit.ly/4XYzjQ
  15. RT @Lee_Eisenberg: Chicago: My Kind of Interview Town http://www.wgntv.com/news/middaynews/wgntv-midday-fix-lee-eisenberg,0,3288823.story
  16. Great Thanksgiving "read" - time well spent. Giving to Receive: What Legacy Will You Leave? * Get Rich Slowly http://bit.ly/5wsLzs
  17. Great photo - homecoming - soldier from Afghanistan - much to be thankful for this year! Let us be glad. http://tinyurl.com/escapefromNY
  18. Podcast - Skip Rapp CEO Executor's Resource - preserving all aspects of family legacy - http://shar.es/aK25T
  19. RT @jjbloomfield Use Face Time To Build Relationships and Market Yourself http://retwt.me/1G0Y0
  20. RT @jjbloomfield Virtual Face Time – The Next Best Thing to Being There in Person http://bit.ly/16XrkL