Kathy Longo recently sat down with George Grombacher of the Money Savage podcast to discuss how values fit into financial success, how to determine yours, and the challenges and opportunities associated with life’s transitions.
Kathy Longo recently sat down with Katherine Liola, CFP®, BFA®, CRPC®, AIF®, David D. Holland, CFP®, CPA, PFS, ChFC®, and Stephanie Barnier, CFP® to shoot an episode for the upcoming season of PlanStrongerTV™
Kathy Longo CFP®, CAP®, CDFA® has been officially selected by Investopedia as one of their top 100 Financial Advisors of 2019!
This is the third year for the Investopedia 100 which celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management, influence the practice of financial advice, and help educate millions of investors.
Join Kathy Longo for the FPA Journal in the Round online roundtable and interactive discussion!
July 31, 2019
2:00 PM Eastern
(1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific)
In this month’s program, July Journal for Financial Planning contributor, Taylor Schulte, CFP, will discuss how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan.
Michele Lenz recently attended the Fundamentals of Financial Life Planning training with MoneyQuotient. This non-profit organization provides tools to financial planners to help engage clients and align their financial goals with their life goals.
