Sunday, January 11, 2009

tranquility du jour #144: financial finesse



Bonjour! Welcome to the 144th edition of tranquility du jour: a guide to bringing tranquility to your every day.

Today’s show menu features happenings and musing on financial finesse in a tricky economy with experts Sarah and Candi Kaplan.

Workshops + Retreats: Join moi for our next teleclass Bloom into Spring on March 23 and our next online creativity circle starting January 26 PLUS events around the globe: a day focused on creating a fabulous 2009 at our 2nd annual new year's gala, a luxurious weekend of tranquility and creativity at our 3rd Annual Hip Tranquil Chick retreat in a lovely farmhouse not far from NYC March 27-29, 2009, a decadent retreat to Costa Rica over Memorial Day, and another tranquility-filled week at Kripalu August 9-14, 2009. All the scoop is on my workshops page.




Featured eco-luxe TranquiliT
: skirt dress. Use coupon code INTENTION and save 20% on this piece through Monday, January 19.







Featured guests:

Sarah Kaplan
As a financial professio
nal, Sarah Kaplan creates value for clients by providing them with the professional expertise necessary to help them achieve their financial goals, offering ongoing service and advice as their needs change.

Sarah specializes in helping to develop financial solutions for corporations, business owners, and individuals. She offers a vast array of financial strategies, services and products to
help implement these solutions. These include an in-depth financial needs analysis and business, estate and retirement planning strategies tailored to clients needs. She is licensed to provide life, health and long-term care insurance, annuities, and investments. Sarah will also work jointly with clients’ CPAs, attorneys, and other professionals to create a well-integrated, simplified financial program designed to help meet all of their financial needs.

Sarah is a graduate of the University of Maryland’s R.H. Smith School of Business. She has received her Retirement Planning Specialist designation from the Wharton School of Business at the University of Pe
nnsylvania. Unlike many financial professionals, Sarah has had life-long exposure to the industry through her mother’s successful 29-year practice. Sarah draws upon that unique perspective when working with her own clients.

What separates Kaplan Financial Group from other financial services firms are individuals like Sarah, who take the extra time to really listen to their clients, discover their needs and help provide recommendations for real solutions.

Phone: 301-564-0088
E-mail: sarah@kaplanfinancialgroup.com


Candac
e G. Kaplan, CFP®, RHU, ChFC earned her BA degree at George Washington University. She is the CEO and President of Kaplan Financial Group, Kaplan Benefits Group, LLC and K- Financial, LLC, a Registered Investment Advisor. She has served the financial and insurance needs of organizations and individuals for over 29 years.

In 1993 she was honored by the Mutual Life Insurance Company of New York as “Man of the Year”, the
third woman in MONY’s 150 year history to receive that prestigious award. She has been honored with company and industry awards for her leadership, sales performance and outstanding client service every year of her career.

Kaplan is
also a member of the prestigious Million Dollar Round Table (MDRT), recognized as the standard of excellence in the industry, and, has also earned a place at MDRT’s Top of the Table.

Kaplan is the past Chairman of the Dean’s Council of the Columbian College at George Washington University, a member of the Planned Giving Committee of the University, and has been active at GW for many years. She is a member of the National Association of Insurance and Financial Advisors, and the Financial Planning Association.
She also serve
s on the Advisory Board of Congressional Bank.

She lives in P
otomac, Maryland with her husband Lawrence. Her daughter, Sarah Kaplan, is her business partner, and her son, Jonathan, daughter-in-law, Doris, and grandson, Eli, live in New York.

Chic Community: Mingle on our forums, Facebook, Twitter, and youtube.com/hiptranquilchick.

Au Revoir: To close out the show, we’re playing Crush by Natalie Walker from Promonet. You can learn more about her music in the shownotes.

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1 comment:

GoddessLeonie.com - the Creative Goddess said...

What a gorgeous episode...
thanks precious Kimberly for sharing this!
Brightest blessings,
Leonie