Should You Donate Shares or Cash?
We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and Florida Today as well as columns to Financial Advisor magazine, the Journal of Financial Planning, and the Winter Park/Maitland Observer among others. In addition, we also act as a source to many prominent media. Here is a sampling.
In the News…
Charlie, Mike Salmon CFP®, and Derrick Chandler CFP® participated in the Orlando Sentinel’s “Ask an Expert Hotline” on the first weekend in October. The event was a joint production of the Sentinel and the Central Florida Chapter of the Financial Planning Association(FPA) as part of Financial Planning Week.
For the second consecutive year, Lynne was one of 12 Certified Financial Planner professionals selected from around the US as Subject Matter Experts to participate in an Exam Review for CFP Board’s Council on Examinations on September 5-6. The experts were charged with assuring that upcoming qualification exams for the CFP designation accurately represent the practice of financial planning, test a candidate’s ability to apply financial planning education in an integrated format, and meet legal and professional requirements as a valid and reliable measure of job-related skills.
The firm was kept busy recently as the FPA held its national conference Oct 18-20 in Orlando. Partners Ron Tamayo, CFP®, Charlie Fitzgerald, and Dan Moisand,CFP® hosted five different international delegations in the days prior to and just after the conference. Visitors from the Netherlands, Brazil, Japan, India, Malaysia, Columbia, Australia, New Zealand, and Canada were received at the firm’s Maitland office. In addition, Charlie hosted a meeting of all the FPA chapters in Florida while Dan was a speaker for two sessions at the conference. The FPA also announced Dan will lead a commission to assess and improve the quality of continuing education in the US.
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Moisand Fitzgerald Tamayo, LLC is an Orlando, FL and Melbourne, FL based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between.
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