Mutual Funds Controlled by Stock Market Cycles

NEWPORT NEWS, Va., July 1, 2009 — Retirement accounts are still down 40% from their 2007 peak. Consultant Lee Smith is providing the free mutual fund service that reduces losses during stock market collapses. This service is a defensive strategy that is known to high-net-worth clients.

Lee Smith…

Workshop Helps Advisors Ensure Clients’ True Legacies Endure

CINCINNATI, May 13, 2009 — Barbara A. Culver, co-creator of the Purposeful Planning(TM) System, announced their new Master’s Level Intensive 4-day workshop to provide concepts, skills and techniques to help advisors better serve high net worth clients and their families. Program date…