Cornerstone Revolutions, LLC, Spotlights one of 'America's Best Financial Advisors' in March Webinar on Investment Policy Statements
Linda S. Lubitz Boone, CFP® and founder of the financial planning firm, The Lubitz Financial Group, to speak on "How to Build and Improve Your Practice Using Investment Policy Statements" at Cornerstone Revolutions' Webinar, March 18, 10 a.m. PST.
Portland, OR (PRWEB) March 2, 2008 -- As part of its ongoing monthly Webinar series targeting independent investment advisors, Cornerstone Revolutions, LLC, announced today their featured speaker for March as Linda S. Lubitz Boone, CFP® and founder of the financial planning firm, The Lubitz Financial Group.
Scheduled for Tuesday, March 18, 2008, Lubitz Boone will be speaking on "How to Build and Improve Your Practice Using Investment Policy Statements." Addressed in the presentation will be some of the common stumbling blocks advisors encounter in implementing IPSs into their firm's procedures along with the procedural and behavioral changes necessary to support its use.
Lubitz Boone, named one of "America's Best Financial Advisors" by Worth Magazine eight years running, is cofounder of IPS AdvisorPro™, an online investment policy statement application for the professional wealth manager.
She coauthored "The Investment Policy Statement Guidebook", published by Ibbotson Associates, and "Creating an Investment Policy Statement: Guidelines and Templates", published by FPA Press. Bloomberg Wealth Manager has regularly recognized her firm as one of the Top Wealth Management Firms in the county.
"Given the increasing importance of including an IPS in the financial advisory relationship, we couldn't be more pleased to have someone of the caliber of Linda Lubitz Boone," said Angela Lyles, Cornerstone's CEO. "She represents the high level of subject authority we pride ourselves in bringing to the Cornerstone Webinar series."
Held the third Tuesday of each month at 10 a.m. PST, Cornerstone's Webinar series brings the experts to the financial advising community at no cost with pre-registration. For upcoming sessions and to register online, visit http://www.poweradvisortools.com/news/webinars.html.
For a complete listing of Cornerstone asset management tools and pricing, visit www.poweradvisortools.com or call Eric Duran or Andrew Kehoe of Cornerstone Revolutions at 503-968-7202 for additional information.
About: Cornerstone Revolutions, LLC, is a software development firm specializing in applications for financial professionals, located in Portland, Oregon.
To opt-out of future press releases, please reply with "No thanks" in the subject line. Your name and email address will be removed from the email mailing list.
# # #
|
