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Financial Planning Organization Promotes Diversity at Annual Summit

(NewsUSA) - The financial planning profession is among many fields that recognize the value of increased diversity and inclusion in its ranks. The CFP Board Center for Financial Planning, a nonprofit organization dedicated to supporting professional standards in personal financial planning, is offering its annual Diversity Summit on November 18-20, 2020, held this year in a virtual format.

  • icon Updated: November 18

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Recent Headlines

Monday 11/02/2020
Vets, Here's How to Maximize Your 2021 Health Benefits From Home
Updated: November 04, 2020 - 2:33 am

(NewsUSA) - Veterans eligible for Medicare can maximize healthcare coverage in 2021 by choosing a Medicare Advantage plan that can complement Veterans Affairs (VA) benefits. When you start researching plan options between now and the December 7 Medicare Advantage and Prescription Drug Plan Annual Enrollment deadline, be sure to use the variety of resources available, including credible websites, virtual education events and one-on-one virtual meetings with licensed sales agents. Here are two key factors to keep in mind during your search:

Thursday 10/29/2020
Home Office Essentials to Streamline Your Work Week
Updated: October 31, 2020 - 2:30 am

(StatePoint) If you’ve been working remotely for months, you’re likely long overdue for a home office upgrade. Having the right tools can make working from home easier and less stressful. 

Wednesday 10/28/2020
Diverse Financial Planners Expand Financial Empowerment, Access
Updated: November 24, 2020 - 2:34 am

(NewsUSA) - Research repeatedly shows that a diverse workforce is good for business. Employees' varied backgrounds and perspectives help companies propel innovation, attract new customers, and drive higher profits. But workforce diversity also has an important impact on a business' customers.

Restart Growth Now and Become Crisis-Proof for the Future
Posted: October 28, 2020

(BPT) - Many U.S. businesses have been idling since the first quarter of this year — they’re still running, but due to closings, reduced demand and an atmosphere of uncertainty, they haven’t gained the traction they had originally planned or projected to experience this year.

Monday 10/26/2020
2020 Reveals the High Cost of Not Investing in Corporate Social Responsibility
Posted: October 26, 2020

(BPT) - When the novel coronavirus outbreak impacted nearly every business across the globe, companies turned straight to their values to steer their response. A company’s mission and promise replaced the next product launch. Involvement in the community mattered more than the next earnings call. And how companies treated their employees superseded any other action.

Wednesday 10/21/2020
COVID-19 Raises Tough Decisions, Shifting Priorities of Corporate America
Posted: October 21, 2020

(BPT) - During the COVID-19 pandemic, consumers are more willing than business executives to impose short-term economic pain for long-term gain, as trust in the government’s ability to make the world a better place has taken a plunge, as has environmental concerns.

Wednesday 10/14/2020
CFP Board Financial Planning Job Listings, Career Advice Now
Updated: October 30, 2020 - 2:31 am

(NewsUSA) - Despite the COVID-19 pandemic, or perhaps because of it, now more than ever consumers want to plan for a stable financial future, which means increased demand for qualified financial professionals.

Thursday 10/08/2020
Pandemic Triggers Benefits Double Take at US Businesses
Posted: October 08, 2020

(BPT) - On Jan. 1, 2020, the world welcomed the beginning of a new year with open arms. Little did we know of the challenges to come and the eagerness to leave 2020 in the dust.

Tuesday 10/06/2020
How COVID-19 Has Changed the Way We Do Business Forever
Updated: October 08, 2020 - 2:30 am

(StatePoint) The COVID-19 pandemic has fundamentally changed how business gets done. And when it comes to midsized and small businesses, the importance of investing in new technology, facilitating remote work and maintaining a tech-savvy workforce has never been so clear, according to a new survey.

Friday 10/02/2020
Small Businesses Remain Resilient Amid Pandemic
Updated: October 03, 2020 - 2:33 am

(StatePoint) Amid the historic coronavirus pandemic, businesses are adapting by making major changes to their operations, including increased use of technology, according to the latest PNC semi-annual survey of small and mid-size business owners and executives, which concluded Sept. 8.

Tuesday 09/29/2020
Small-business retirement accounts 101
Updated: November 24, 2020 - 2:34 am

(BPT) - If you're a small-business owner — whether your business consists of just you and your spouse or a handful of employees — and you're emerging from the pandemic into your new normal, it may be time for you to think about setting up retirement accounts, not just for your employees, but for yourself, too. That may be a surprising statement, considering many small-business owners do not currently offer retirement benefits to their employees, let alone take the time to set up an account for themselves.

Thursday 09/10/2020
Fighting Food Insecurity to Build a Brighter, Healthier Future
Updated: November 24, 2020 - 2:34 am

(BPT) - Access to nutritious foods is a key ingredient in overall health and well-being. Yet food security is the most commonly reported unmet social need in the United States.1 This need has grown into a crisis as the COVID-19 pandemic exacerbates the struggle in communities everywhere, raising the number of those experiencing food insecurity by an estimated 45 percent in 2020 since 2018.2

Tuesday 09/08/2020
How to save money on monthly bills, with the help of your smart home
Updated: October 27, 2020 - 2:34 am

(BPT) - Hundreds of millions of people have sheltered in place as governments issue executive orders to help slow the spread of the coronavirus (COVID-19). As a result, many homes are becoming a fortress against the virus, a makeshift school, an office outpost and a daycare facility. As homeowners continue to spend more time at home with the appliances and lights on, they are looking for ways to optimize the efficiency of their homes.

Wednesday 09/02/2020
6 questions to ask when taking your business online
Updated: November 24, 2020 - 2:34 am

(BPT) - Whether you run a solo small business, or your business is moving from brick-and-mortar to e-commerce, you’ve likely got a long to-do list — and you may not know where to start. Or if your business is already online, you may be trying to improve your website and stand out from the competition. Do you have the skills and know-how to make that happen?

Thursday 08/27/2020
How desk booking software can help colleges go back to school and businesses return to work
Updated: November 24, 2020 - 2:34 am

(BPT) - Since the COVID-19 pandemic, university administrators and employers alike are searching for ways to welcome people back safely. Their needs are complex: Higher education institutions must schedule for multiple buildings and even multi-campus environments while trying to maintain social distancing, and businesses need to find ways for employees to safely return to the workplace, along with visitors, vendors, and clients.

Monday 08/24/2020
Covid Pandemic Highlights Value of Transportation Techs
Updated: September 25, 2020 - 2:34 am

(NewsUSA) - The COVID-19 pandemic has shattered many preconceived notions about careers and technology. In particular, demand for transportation technicians is surging as the government has declared transportation technicians (mechanics) to be essential workers.

Tuesday 08/18/2020
4 Ways to Energize Your Workspace with Art
Posted: August 18, 2020

(BPT) - A stylish and inviting atmosphere plays an important role in the overall mood and productivity of a company’s employees. It also gives you a chance to tell your brand’s story and connect with your customers while in your store. Meaning a well-designed space can actually impact your business’ bottom line.

Monday 08/17/2020
Honing Your Small Business Toolkit in Uncertain Times
Posted: August 17, 2020

(StatePoint) It’s been a challenging year for small businesses, with local shutdowns requiring many operations to close their doors, some temporarily, all while weathering the ripple effects of a global economic downturn.

Monday 08/10/2020
Creating connections in a high-tech world: 3 tips to improve customer service
Updated: November 24, 2020 - 2:34 am

(BPT) - In customer service, as in many other areas of life, as technology becomes more sophisticated, relationships get more complex. While technology makes it easier for customers to interact with businesses, an action as simple as finding an auto repair shop can quickly overwhelm consumers with multiple channels, opinions, advertisers and behind-the-scenes engagement systems.

Friday 08/07/2020
7 simple tips to stay organized for back-to-school 2020
Updated: November 24, 2020 - 2:34 am

(BPT) - Whether it's the first day of middle school or the first day away at college, students of all ages are preparing for a new school year. Students might be learning at home, in the classroom or a combination of both, so now is the time to get organized and prepared to help you tackle the year ahead. Here are some useful tips and tricks to help you succeed this school year.

Expert Series: A Post-Pandemic Playbook: Lessons for Small Businesses from Financial Advisors
Posted: August 07, 2020

(BPT) - By Richard Whitworth, Cetera Financial Group

Wednesday 08/05/2020
How to make sure your vehicle is ready to get back on the road
Updated: September 06, 2020 - 2:33 am

(BPT) - During a season that’s usually devoted to adventure, many have been forced to stick a little closer to home. When it’s finally time to return to your globetrotting ways, it’s vital to make sure your vehicle is ready.

Monday 08/03/2020
8 ways your family can cure cabin fever
Updated: September 07, 2020 - 2:30 am

(BPT) - It’s not always easy to be at home with kids day after day, but with a little creativity, you can beat cabin fever. Whether you're in your own backyard or venturing out, there are plenty of things you can do to have fun together. Make sure to choose activities that are age-appropriate and that follow your current local guidelines for social distancing.

Wednesday 07/29/2020
How do you prepare for the future when life is so uncertain now?
Updated: November 24, 2020 - 2:34 am

(BPT) - As the ongoing coronavirus pandemic continues to present health and economic challenges, it is difficult to focus on anything other than the present. It’s important, though, not to lose sight of the years ahead and to take steps that can put you in a better position when we emerge on the other side.

Tuesday 07/28/2020
10 Fascinating Facts About the World Famous Zippo Windproof Lighter
Posted: July 28, 2020

(BPT) - From its sleek shape and unmistakable click, to the windproof design and cultural impact across film, music and beyond, the Zippo lighter is truly an American icon. With a rich history that spans over 85 years, the company has influenced how people live, work and explore the world.

Wednesday 07/22/2020
Offshore Wind Power Prepares to Set Sail
Updated: September 02, 2020 - 2:33 am

(NewsUSA) - Wind power can be a breath of fresh air for many communities in the form of creating jobs and lowering energy costs.

Wednesday 07/01/2020
Boost Your Retirement Income with Little-Known Benefits
Updated: August 25, 2020 - 2:30 am

(NewsUSA) - Retirement is a life-changing experience. For some older adults it can be relaxing, for others it can be energizing. Bu it should never be stressful.

Tuesday 06/30/2020
Desk Booking System & Room Scheduling Software Helps Offices Open Safely
Updated: August 25, 2020 - 2:30 am

(NewsUSA) - As offices gradually reopen in the wake of the COVID-19 pandemic, caution is key to supporting employees as they return to work safely.

Friday 06/19/2020
Make the Most of Virtual Meetings
Updated: August 25, 2020 - 2:30 am

(NewsUSA) - The global pandemic caused by the COVID-19 virus has accelerated an adoption of online work, video meetings, and virtual conferences that will likely continue.

Thursday 05/21/2020
Digital Strategies Help Small Businesses Compete
Updated: July 28, 2020 - 2:33 am

(NewsUSA) - Now more than ever, building relationships is important to small businesses so they can compete in the global marketplace.

Friday 03/06/2020
3 Expert Pay Negotiation Tips for Women
Posted: March 06, 2020

(StatePoint) As advocates continue to put gender equity under a microscope and some progress has been made, there’s still a long way to go. The income gap between men and women has yet to be closed, and while employers have a huge role to play in creating a level playing field, many women could advocate for themselves more effectively during salary negotiations.

Thursday 02/20/2020
What to Know About Financial Advising Career Paths
Posted: February 20, 2020

(StatePoint) If you’ve decided to pursue a career in financial advising, there are a few things you should know about the many opportunities within this fast-growing field.

Wednesday 01/22/2020
Small Business Owners Say Continual Tech Investments Are Critical
Posted: January 22, 2020

(StatePoint) A new survey of small business executives reveals key insights of what it takes to stay competitive today -- and technology and attracting top talent are crucial.

Tuesday 01/14/2020
Middle Market Companies Upgrading Technology to Drive Growth
Posted: January 14, 2020

(StatePoint) Technology and talent are key drivers of future growth, middle market executives say in a new survey.

Thursday 12/26/2019
Myths vs. Facts of Landing a Skilled Trade Job
Posted: December 26, 2019

(StatePoint) With the demand for skilled trade workers growing nationwide, you may be looking to launch your career, change professional paths, or hone current skills in order to advance in your industry.

Thursday 12/19/2019
Resolving to Start a Business? Website Trends to Consider for 2020
Posted: December 19, 2019

(StatePoint) Is your New Year’s resolution the big step of starting a business? One of the first things you’ll need to do is build a website. Today a website is not only your brand, but it also provides the tools you need to operate your business, and is the central point for you to communicate with your customers.

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