|
The following are events that Lodestone will be, or recently has, participated in.
In June 2008, we were quoted in a Wall Street Journal article explaining the different types of government inflation bonds. www.wsj.com/public/article_print/SB121444997288706223.html
In March 2008, we were quoted in Good Housekeeping on the topic of how to increase your savings. www.goodhousekeeping.com/money/budget/increase-savings-improve-credit
On November 13, 2007, Jean was interviewed on camera by a local TV reporter for the evening news, on the topic of budget management, on Channel 9 (WMUR).
In October 2007, we were quoted by the Christian Science Monitor newspaper on the topic of automated bill payments. www.csmonitor.com/2007/1022/p13s02-wmgn.html?page=4
On the 17th and 30th of August 2007, Kiplinger’s Personal Finance magazine sponsored a national event offering free retirement advice to consumers. Jean was again one of the featured advisors.
In August 2007, we were quoted by TheStreet.com website, in an article on mortgage lending practices. www.TheStreet.com/newsanalysis/realestate/10372939.html
November 2006, we were quoted in a Kiplinger article “Nine Ways to Get Ahead”. www.kiplinger.com/columns/starting/archive/2006/st1129.htm
October 2006, Jean was one of two national experts referenced in a professional article in the November issue of Financial Advisor magazine, discussing immediate annuities. www.financialadvisormagazine.com/past_issues.php?id_content=3&idArticle=1370&idPastIssue=11 5
September 2006, Kiplinger’s Personal Finance magazine sponsored a national event offering free retirement advice to consumers. Jean was one of the featured advisors
16 January 2006, The Wall Street Journal quoted Jean on the topic of real estate investing.
January 2006, Jean was quoted in Consumer Reports Money Adviser on the topic of 401k’s.
November 2005, NAPFA Mass Group, Jean was the featured speaker at their monthly meeting, on the topic of Preventing Identity Theft. NAPFA is the professional group for fee-only financial planners.
August 2005, Applaud Magazine asked us to provide advice on the topic of saving for a home downpayment. Applaud is a magazine whose audience is primarily women in New Hampshire.
May 2005, NAPFA National Conference 2005, Tampa, FL, Jean was invited back to teach other financial advisors how to write a comprehensive financial plan. This time she was invited to speak at the National conference of the National Association of Personal Financial Advisors.
February 2005, Kiplinger’s Personal Finance magazine sponsored a Jump-start Your Retirement event offering free advice to consumers. Jean was one of the featured advisors.
February 2005, for the third year, Jean has been a Money Mentor at the Money Conference for Women, sponsored by the State Treasurer’s Office.
February 2005, Jean testified before the NH legislature on behalf of a bill to make independent insurance advice more available to consumers.
December 13, 2004, Jean was interviewed on TV channel MCTV on the topic of personal identity theft and fraud, by Bobb Bauer, host of the Know Your City show.
October 2004, NAPFA 20th Annual Regional Conference 2004, Mystic CT, Jean taught a session to other professionals how to create a comprehensive financial plan.
|