Ask the Planner at The Dallas Morning News
October 29, 2008 by Jean Keener, CRPC, CFDP · Leave a Comment
October 6 – 12 was National Financial Planning Week. In recognition of this week, Pamela Yip at The Dallas Morning News hosted an “Ask the Financial Planner” session through call-in and chat on Sunday, October 6. I participated in the chat session, and we answered questions on annuities, bankruptcy, FDIC insurance, safety of investments, retirement income, and more. Check out the transcript on DallasNews.com.
If you would like to download the PDF, click here.
Jean contributes to new Dummies book
October 29, 2008 by Jean Keener, CRPC, CFDP · Leave a Comment
The New Dummies book by Sheryl Garrett and the Garrett Planning Network is out! Jean contributed Chaper 37: Sort Through an Investment’s Return. Check back soon to read the chapter online and see scheduled book talks.


