Pam’s March Newsletter is here! Contents include: :: Making the Most of Your 401(k) Plan :: The “SEPP” Exception to the IRA Premature Distribution Tax :: Looking Backward and Forward on Entitlement Programs :: What is pet insurance? :: Is pet insurance worth the cost? Download Pam’s March 2013 Newsletter here>> To sign up, send … Read More about Pam’s March 2013 Financial Planning Newsletter
Strategic Alliance Announced
Alliance established to offer Employee Benefits to Business Owners Pam Flournoy, CFP® has established an alliance with Virginia Taylor and Gena Wallis, allowing her to offer her individual and small business owner clients, the benefit of Taylor, Wallis and Associates’ vast experience in the design, establishment, and continued support of employee benefit packages. Flournoy Wealth … Read More about Strategic Alliance Announced
Pam’s February 2013 Newsletter
Pam’s February Newsletter is here! Contents include: :: New Strategic Alliance :: Two Social Security Strategies for Married Couples :: Real Estate Investment Trusts (REITs) :: What health-care provisions are effective in 2013? Download Pam’s February 2013 Newsletter here>> To sign up, send Pam an email with “newsletter” in the subject line.
LPL Financial Outlook 2013
Women, Money & Shoes: You Shoe Style, Clothes Style and Money Style!
Join us at Shoe Candy in Los Gatos for a special evening that is All about You and Your Style. Where: Shoe Candy @ 78 W. Main Street, Los Gatos, CA When: Thursday, September 29, 2011 6:30–7pm Wine and heavy appetizers, pick up a 20% gift certificate! 7–7:30pm Join Guest Speaker Veronica Dostal for a … Read More about Women, Money & Shoes: You Shoe Style, Clothes Style and Money Style!