Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:


Timothy Wyman, CFP®, JD: Tim was quoted in Forbes online on October 15, 2014 in an article titled, "After-tax 401 (k) Rollovers, Advanced Version" by Ashlea Ebeling. A14-034515

Melissa Joy, CFP®: Melissa was quoted on in an article titled, “3 Tax-Sensitive Investment Strategies to Implement Now” on September 15, 2014 by Steve Nicastro. C14-032886