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Waller Financial Planning Group Blog

June 22 2016

The Power & Impact Of Philanthropy

Chris Olsgard, CFP® talks about the power of philanthropy has had on him professionally and personally.

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May 30 2016

Succession Planning: Failing to Plan is Planning to Fail

The key to a successful business ownership is planning for everything to happen, including failure. Here’s 5 items you need to know.

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May 16 2016

Beware Of The Modern Day IRS Scams

One of the most effective and dangerous telephone scams these days involves a call from the IRS. Jason Farris explains what you should look for, and what to do when you run into this problem.

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April 25 2016

12 Questions To Ask Before Becoming A Nonprofit Board Member

Jason Eliason explains what you should consider before becoming a board member of a nonprofit organization.

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April 18 2016

Legacy Press – Spring 2016 Edition

  What is in the Legacy Press: Why completing your estate plan is a must How to avoid anxiety and… Read more »

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April 7 2016

How Financial Planning Is Event Driven

Financial planning is often event driven. Most often there is an event – a catalyst – which evokes one’s desire to engage in financial planning.

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Waller Financial Planning Group

  • Home
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  • Community & Philanthropy
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  • ADV Part 3