Monthly Archives: March 2011

Financial Planners Get More Clients With New Certification

Financial Planners Get More Clients With New Certification










(PRWEB) January 18, 2005

Financial planners are getting new clients from a seemingly unlikely market sector: U.S. federal government employees.

Â?Federal employee benefits programs are very complicated. Only the best trained financial planners are able to service this market,Â? says Judy Snow, founder of Federal Employee Benefits Specialist, Inc. (FEBSI) (http://www.FEBSI.com) and developer of the Certified Federal Employee Benefits Specialist (CFEBS) training and certification program.

The CFEBS program equips financial planners, insurance agents, accountants, investment advisors, stock brokers, tax preparers, and other professionals with a thorough understanding of federal employee benefits and associated retirement planning.

Â?Achieving CFEBS certification helps financial planners to learn the ins and outs of these benefits programs and to reach federal employees who are in need of quality financial planning services,Â? Snow explained. Snow is a 20-year veteran financial and estate planner, who has more than 10 years experience in assisting federal employees.

Snow says the federal and postal employee market Â? consisting of more than. 2.5 million workers Â? is often overlooked by the financial planning community. U.S. federal government employment statistics indicate that approximately 50% of federal workers will be eligible to retire in the next five years.

Â?The opportunity in this market for financial planners is a goldmine. Thousands of federal employees have $ 500,000 or more invested in a 401(k)-like savings plan. These are funds that can be rolled over into other investment options at retirement,Â? Snow states. Snow also points out that in addition to investment options, federal employees face many important decisions regarding health, life and long-term care insurance options, as well as special tax considerations.

CFEBS training courses Â? offered by independent study or conducted on-site at financial service firms — provides professionals with numerous helpful training materials. The materials include resources to help the professional identify the retirement needs of federal employees, as well as strategies on the best ways to reach potential clients in this market.

Snow states that hundreds of financial professionals now hold the CFEBS certification or are enrolled in the course, which was first offered in 2003.

Information on the CFEBS program can be found at http://www.FEBSI.com or by calling FEBSI at 1-800-696-3505.    

Federal Employee Benefits Specialist, Inc. is a private, woman-owned small business in Castle Rock, Colo., and is an affiliate corporation of the Snow-Cap Agency, Inc. (http://www.snow-cap.com), a leading producer of employee benefits seminars and workshops for federal workers.

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Government Funding
Related Federal Programs Press Releases

Jon Lukomnik Joins The Governance Fund, LLC

Jon Lukomnik Joins The Governance Fund, LLC











Jon Lukomnik


Northfield, Minn. (PRWEB) January 6, 2010

The Governance Fund, LLC, a private investment management firm, today announced that Jon Lukomnik, the founder and managing partner of Sinclair Capital, LLC, has joined the Investment Committee of The Governance Fund, LLC, and will serve on its Board of Directors.

Lukomnik brings an extensive background in asset management, both in the private and public sectors. Prior to forming Sinclair, he worked as deputy comptroller for New York City, where he served as the investment advisor for the city’s defined benefit pension plans, which encompassed over $ 80 billion in assets. During his tenure, the city’s pension funds materially outperformed the average large pension fund in America. He is a co-founder of the International Corporate Governance Network and a former chair of the Executive Committee of the Council of Institutional Investors. He currently serves as a director for Sears Canada, where he chairs the investment committee; as a trustee for the Van Eck family of mutual funds and investment trusts; and as a member of the International Advisory Board of NYSE-Euronext.

“We are delighted that someone with Jon’s stature and experience is joining our leadership team,” said David R. Koenig, chief executive officer of The Governance Fund, LLC. “He brings wonderful insights to our investment process and his particular interest in defining and quantifying good corporate governance makes him an ideal match for our company.”

Lukomnik commented, “Good corporate governance is important to individual companies, and also to the economy as a whole. The Governance Fund, LLC’s investment process is designed to allow investors the potential to realize outsized gains from the different return patterns of well- and poorly governed companies.”

Lukomnik is co-author of the award-winning “The New Capitalists” (Harvard Business School Press, 2006). He is the program director of the IRRC Institute (Investor Responsibility Research Center), which sponsors research on corporate governance and investor practices. In addition, Lukomnik was a founder and initial board member of GovernanceMetrics International, a corporate governance rating service.

The Governance Fund, LLC, a private investment management firm, uses a proprietary model to differentiate well-governed publicly-traded companies from those which are poorly-governed and seeks to capture the hidden investment value from this knowledge. The Governance Fund, LLC, offers both a long/short market-neutral strategy and a long/short relative return strategy to its clients.

For more information, please contact The Governance Fund, LLC, at 507.301.3149 or e-mail info(at)thegovfund(dot)com.

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Government Funding

Non Profit Grants Money Information Center

Non Profit Grants Money Information Center

Non Profit Grants Money Information Center – Federal Grant Money

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Government Funding

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Related Federal Grant Money Articles

Financial Planners Get More Clients With New Certification

Financial Planners Get More Clients With New Certification










(PRWEB) January 18, 2005

Financial planners are getting new clients from a seemingly unlikely market sector: U.S. federal government employees.

Â?Federal employee benefits programs are very complicated. Only the best trained financial planners are able to service this market,Â? says Judy Snow, founder of Federal Employee Benefits Specialist, Inc. (FEBSI) (http://www.FEBSI.com) and developer of the Certified Federal Employee Benefits Specialist (CFEBS) training and certification program.

The CFEBS program equips financial planners, insurance agents, accountants, investment advisors, stock brokers, tax preparers, and other professionals with a thorough understanding of federal employee benefits and associated retirement planning.

Â?Achieving CFEBS certification helps financial planners to learn the ins and outs of these benefits programs and to reach federal employees who are in need of quality financial planning services,Â? Snow explained. Snow is a 20-year veteran financial and estate planner, who has more than 10 years experience in assisting federal employees.

Snow says the federal and postal employee market Â? consisting of more than. 2.5 million workers Â? is often overlooked by the financial planning community. U.S. federal government employment statistics indicate that approximately 50% of federal workers will be eligible to retire in the next five years.

Â?The opportunity in this market for financial planners is a goldmine. Thousands of federal employees have $ 500,000 or more invested in a 401(k)-like savings plan. These are funds that can be rolled over into other investment options at retirement,Â? Snow states. Snow also points out that in addition to investment options, federal employees face many important decisions regarding health, life and long-term care insurance options, as well as special tax considerations.

CFEBS training courses Â? offered by independent study or conducted on-site at financial service firms — provides professionals with numerous helpful training materials. The materials include resources to help the professional identify the retirement needs of federal employees, as well as strategies on the best ways to reach potential clients in this market.

Snow states that hundreds of financial professionals now hold the CFEBS certification or are enrolled in the course, which was first offered in 2003.

Information on the CFEBS program can be found at http://www.FEBSI.com or by calling FEBSI at 1-800-696-3505.    

Federal Employee Benefits Specialist, Inc. is a private, woman-owned small business in Castle Rock, Colo., and is an affiliate corporation of the Snow-Cap Agency, Inc. (http://www.snow-cap.com), a leading producer of employee benefits seminars and workshops for federal workers.

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Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







Government Funding

Veronica Robbins Launches a New Grant Sample Website

Veronica Robbins Launches a New Grant Sample Website












Woodland, California (Vocus/PRWEB) March 18, 2011

The brand new grant samples web site provides access to seven categories of grants and many unique samples from state and federal grant programs within each category.

Veteran grant writer and evaluator Veronica Robbins, the CEO of Creative Resources and Research (CRR), has been a professional grant writing consultant for 17 years. Veronica’s grant writing success is evident in the fact that CRR secured more than one hundred fifty five million dollars in grant funding for clients over the past decade.

One of the ways that grant writers learn appropriate grant language styles and formatting is by reading successful grants written by other writers. But before now, grant samples have previously been scattered all around the Internet but now these hard-to-find grant samples are collected together at grantsamples.com. The seven categories of grant samples offered currently include:


    Education Grants
    Law Enforcement Grants
    Non Profit Grants
    Library Grants
    Museum Grants
    Youth Grants
    Municipal Grants

The number of grant samples available to grant writers at grantsample.com grows weekly. Creative Resources and Research continually adds new samples from its large catalog to expand the online grant samples available for grant writing preparation and research.

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Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







Government Funding