Rob Law of Creative Financial Group on Qualified Opportunity Funds
Rob Law, Financial Planner for Creative Financial Group, discusses Qualified Opportunity Funds and their place in the tax law changes.
Crystal Stevens on Recent Tax Law Changes
Financial Planner Crystal Stevens talks about the recent tax law changes and why it is so important to talk with a financial advisor about these changes.
Denise Chisolm on Compliance in Today’s Financial Environment
Compliance Officer Denise Chisolm discusses compliance in today’s financial environment and her responsibilities as a compliance officer.
Richard Raby on Glide Path and Target Date Funds used in 401k and 529 Plans
Robert Law on How to Deal With Student Debt
Buzz Law on the Most Efficient Way to Make Charitable Deductions
CEO Buzz Law on Bunching Your Charitable Contributions
Richard Raby on Financial Services in the Technology Industry
Richard Raby on Whether Robo Advisers Will Replace Human Advisers
Richard Raby’s Update on Robo Advisors
Richard Raby on Smart Beta Indexing Methodology
Richard Raby on What He Does for Fun
Robert Law on Qualified Plans and the Two Categories They Fall Under
Robert Law on Financial Advisers and Fiduciary Standard
Robert Law Personal Introduction
Crystal Stevens on Helping Family Members with Financial Matters After a Loss of a Loved One
Crystal Stevens on Preventing Identity Theft
Crystal Stevens on Group Benefits in Financial Planning
Crystal Stevens discusses the importance on being on top of the changing world of benefits for employees. She also discusses how the leverage existing relationships to help benefit clients best.
Crystal Stevens on Building Relationships
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Creative Financial Group (“CFG”) is a division of Synovus Securities, Inc (“SSI”), member FINRA/SIPC. Prior to January 1, 2011, CFG was a separate registered investment adviser affiliate of SSI. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck