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Tag: services

Chowder Fest Raises Funds for Legal Services in High Demand

Posted on November 9, 2023 by Thomas Powell

On October 15, the Legal Aid Foundation of S.B. County (LAF) brought back Chowder Fest, this time at the scenic Stow House in Goleta. About 250 supporters enjoyed the fun and tasty event, which netted about $40,000 for this critically important nonprofit. Every day, according to Executive Director Jennifer Smith, LAF turns away people in…

How Total Experience Can Transform The Financial Services Sector

Posted on November 5, 2023 by Thomas Powell

Monica Hovsepian is the Global Financial Services Lead at OpenText. getty We’ve long been in a time of constant change, both economically and socially, following the emergence of the internet. However, in 2019, the global pandemic upended lives and livelihoods across the globe, forcing consumers and businesses to adopt digitally driven behaviors. Ultimately, the pandemic…

The American College of Financial Services to launch online learning and CE plat…

Posted on November 4, 2023 by Thomas Powell

The American College of Financial Services is giving advisors and planners a new way to further their education online. On Tuesday, the nonprofit organization announced Knowledge Hub+, a learning platform that curates insights from a crew of well-known industry leaders, and attempts to roll that knowledge into a dynamic, digital learning experience.  Launching in January,…

Creative Planning Acquires Mesirow’s Retirement Services Business

Posted on November 2, 2023 by Thomas Powell

Creative Planning, the Kansas City, Kan.–based independent registered investment advisor run by founder and CEO Peter Mallouk, has acquired Mesirow’s corporate retirement advisory services business, adding over 350 retirement plans and about $13 billion in assets under advisement and management to the RIA’s existing retirement business. Mesirow’s team is led by David Dermenjian, Chris Pohlman,…

Legal Services seeks to amplify the voices of Florida’s foster youth

Posted on October 31, 2023 by Thomas Powell

October is Foster Youth Voice Month and Legal Services of North Florida wants to honor the remarkable young people navigating the complexities of the dependency system in Florida. The dependency system is an important component of our state’s court system, established to safeguard the well-being and rights of children who have experienced abuse, abandonment, or…

Bay Area Legal Services Offers Lawyers Helping Kids Program

Posted on October 21, 2023November 22, 2023 by Thomas Powell

Since 1967, Bay Area Legal Services has been offering free legal help for civil cases to residents of the Tampa Bay Area. Since 2013, Bay Area Legal Services has had the Lawyers Helping Kids program to specifically help families with young children. Bay Area Legal Services is a legal aid program that provides free legal…

Burnaby investment team provides tailored financial planning services

Posted on October 18, 2023 by Thomas Powell

The Muir Investment team of Raymond James, tailor their advice and options to provide a holistic approach to wealth management There are myriad ways of measuring success, and excellence, in business. For Burnaby’s Muir Investment Team of Raymond James, the key to their experienced and trusted operation is simple – building a meaningful relationship with each…

Legal aid services close record number of housing cases in Florida

Posted on October 14, 2023 by Thomas Powell

The largest funder of civil legal aid in the country reported Tuesday that 40% of the cases the organization closed last year were housing-related. Legal Services Corporation tweeted this is a record for any type of case. “As in 2021, the largest categories of cases closed were housing and family issues. With eviction moratoriums ending,…

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