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http://www.jamesdaprile.com/
James D'Aprile is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, MA ...
http://www.jamesdaprile.com/about
James D'Aprile, CFP. , CHFC. (781) 769-6817. [email protected]. At Strategic Financial Services, we believe that a plan is a powerful tool. Working towards your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task.
http://www.jamesdaprile.com/resource-center/retirement
James D'Aprile, CFP ®, CHFC (781) 769-6817 MENU. About . Jim D'Aprile, CFP®, CHFC; Team; Goals and Values; Client Services; Our Investment Process; Account View; UCLA Basketball Coach John Wooden on True Success; Mission Statement; Featured Links; Useful Links; LPL . About LPL Financial;
http://www.jamesdaprile.com/resource-center/retirement/volunteering-in-retirement
James D'Aprile, CFP ®, CHFC ... Retirement is no longer about the hammock or unending hours of golf. It is a period of rejuvenation, second chances, and renewed growth. For many, this new phase includes contributing their time and talents to an organization in need. Before You Start.
http://www.jamesdaprile.com/resource-center/retirement/the-secure-act
The SECURE Act. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years.
http://www.jamesdaprile.com/resource-center/tax/red-flags-for-tax-auditors
James D'Aprile, CFP ®, CHFC ... or with real estate professionals who devote greater than 50% of their working hours to this activity. This is a deduction to which the IRS pays keen attention. ...
http://www.jamesdaprile.com/resource-center/insurance/when-to-self-insure
When to Self-Insure. One reality of life is that risk is ever present. It exists in our commute to work, in our investment choices, and in our lifestyle decisions.
http://www.jamesdaprile.com/resource-center/investment/what-is-my-risk-tolerance
James D'Aprile is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, MA ...
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https://www.cfp.net/career-and-growth/continuing-education
CFP ® professionals are required to complete 30 hours of continuing education (CE) each reporting period: 2 hours of CFP Board approved Ethics CE, and 28 hours of CE covering one or more of CFP Board’s Principal Topics. The CE requirement is effective immediately upon initial certification.
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