News & Events
EVENTS
***** Introduction To Quicken *****
Kay teaches the basics of using this excellent financial productivity tool through the Adult Education departments of local school districts and can also custom deliver the course to any interested group of people. Call today for details!
NEWS
August 2008 - Kay Conheady Quoted in Business Week Magazine
Kay Conheady was quoted in the August 4th issue of Business Week Magazine. Her comments center around factors investors should be keeping in mind in our current economic and capital market environment. You can find the full article here
http://www.businessweek.com/investor/content/aug2008/pi2008083_091872.htm
August 2008 - Kay Conheady Attends Garrett Planning Network’s Annual Retreat in Kansas City
The Garrett annual retreat is an educational event as well as an opportunity to re-connect with fellow network members and welcome new members into the network. Kay attended educational sessions on the intricacies of variable annuity guaranteed benefits and income riders, retirement income planning, debt management, term life insurance, estate planning and practice management. Kay returned from retreat refreshed and ready to apply new expertise to her client’s financial challenges.
August 2008 - Kay Conheady Attends Garrett Financial Education Alliance Training
Kay loves to teach others about personal finances. To fine tune her presentation skills she attended a two day ‘train the trainer’ workshop conducted by the Garrett Financial Education Alliance (www.gfea.org) and hopes to serve as a GFEA presenter in the future.
February 2008 - Sheryl Garrett profiled in the Wall Street Journal
In a special report entitled “12 People Who Are Changing Your Retirement”, WSJ writer Kelly Greene profiles Sheryl Garrett, founder of the Garrett Planning Network , saying: “These pioneers are shaping the way Americans will live, work and play later in life” and that “Sheryl Garrett is on a mission to bring financial planning to the masses.” Read the article now.
September 2007 - Garrett Planning Network Featured in Pulse On America Segment on CNN!!
We are a member of the Garrett Planning Network because we believe that our membership enables us to bring the collective expertise of the entire membership to each of our clients. A Pulse on America segment aired recently on CNN that highlights how Garrett members offer a unique value proposition to their clientele. You can view the video here.
June 2007 - Kay Conheady Completes CFP® Requirements!!
Kay Conheady completed the rigorous experience requirements for the CFP® credential and is duly authorized to refer to herself as a CERTIFIED FINANCIAL PLANNER™ practitioner. “I regard this to be the ultimate testament to my dedication to the financial planning profession,” relates Kay. “I’ve armed myself with a comprehensive understanding of personal finances to ideally position myself to help people cultivate their financial well-being.”
February 2007 - Kay Conheady Quoted in Investment News!!
Kay provided key insights to Investment News reporter Sara Hansard about proposed legislation in Congress to require businesses to offer a payroll deferral option to personal IRA’s. The goal of such legislation is to increase retirement savings rates by making retirement saving easier for employees of small businesses that don’t offer a formal retirement savings plan of any kind. The proposal is backed by the Heritage Foundation and other policy think tanks. Kay believes that with the proper framework the plan could work as long as adequate protections are built into the system to protect participants from invesment industry hazards such as high fees, conflicted advice, and ill-advised investment options .
February 2007 - Kay Conheady Quoted in Business Week Magazine!!
In late January Kay helped BW reporter Lauren Young research a story about Self Directed Brokerage Accounts within 401Ks and was quoted in the resulting article. This is a topic Kay cares and knows quite a bit about because numerous Rochester area employers offer a brokerage option in their 401K plan, including Kodak and ITT. Kay has helped many clients navigate in these fee and expense infested waters to design cost-effective portfolios that take advantage of the often overwhelming number of investment options made available.
October 2006 - Kay Conheady honored by the Rochester Women’s Network!!
At its annual luncheon in November of 2006, Kay Conheady will be honored by the Rochester Women’s Network as an “Up and Coming Businesswomen”. “I am thrilled that a panel of distinguished local women believes my innovative approach to offering objective financial services to people from all walks of life is worthy of recognition,” bubbles Kay. “It is both humbling and motivating to be honored in this way and by this organization! I would like to thank RWN and, most importantly, all my clients who are validating my business vision and strategies on a daily basis!”
September 2006 - Kay Conheady featured in New York Daily News Article!!
Kay Conheady is quoted extensively in an article written by expert personal finance writer Jean Chatzky about the growing debt loads of senior citizens.
August 2006 - Kay Conheady featured in Money Magazine!!
Kay Conheady is a featured adviser in the August 2006 issue of Money Magazine. She was tapped to advice Daniel and Tiffany Coward, twenty-something parents of 2 young children. Check out the article in the print edition to find out the types of issues Kay is prepared to help with, including cash management, insurance needs and coverage analysis, investing and prioritizing financial goals.
April 2006 - Kay Conheady named to Member Advisory Board of Garrett Planning Network!!
Kay Conheady has been named to the nine person panel of Garrett Planning Network members who will serve rotating multi-year terms as advisers to network visionary and owner, Sheryl Garrett. Kay is thrilled to have been chosen to advise Sheryl on how to cultivate the Network’s continued growth and success. To find out more about the Garrett Planning Network visit www.GarrettPlanningNetwork.com
NEWS YOU CAN USE…
Here are some articles about financial planning that you might find interesting…
“Before You Open that Nest Egg…” WSJ, December 12, 2005
What Financial Services Industry Observers Say About Fee-Only Advice