Danielle Howard joins Financial Services Institute
Local Certified Financial Planner Practitioner Danielle Howard of Wealth By Design has become a member of the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to objective, affordable financial advice, delivered by a growing network of more than 37,000 independent financial advisor members.
“I am proud to become a member of the FSI, an organization that works hard every day, to protect my clients’ access to quality financial advice,” Howard said. “FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that I can continue to offer my clients and potential clients the advice they need.”
“We are very pleased to have Danielle as a new member,” said FSI President and CEO Dale E. Brown. “Our advocacy is only as effective as our engaged members. And conscientious advisors like Danielle help bring real-life experience to our efforts. We plan to work closely with Danielle as we advocate for independent financial advisors and the hard-working clients they serve.”
The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for 37,000 independent financial advisors, and 100 independent financial services firms who represent roughly 160,000 affiliated financial advisors. For more information, please visit financialservices.org.
Participate in The Longevity Project
The Longevity Project is an annual campaign to help educate readers about what it takes to live a long, fulfilling life in our valley. This year Kevin shares his story of hope and celebration of life with his presentation Cracked, Not Broken as we explore the critical and relevant topic of mental health.
James is top-selling realtor for 2014
Vicki Lee Green Realtors would like to acknowledge Michelle James for her outstanding year in 2014. For the first time in her career, she has been recognized as the year’s number one selling realtor in the valley. Michelle has been selling real estate in the Roaring Fork Valley for more than 20 years.
The Glenwood Springs Chamber Resort Association hosts “Energy Forum: Think GLOBAL. Act LOCAL.” with speakers Christopher Guith, senior vice president of the U.S. Chamber’s Institute for 21st Century Energy (Energy Institute), and Mike Ogburn, who handles energy tracking and clean energy technology for the Garfield Clean Energy (GCE) and Clean Energy Economy for the Region (CLEER). The event will be held from 7-9 a.m. Thursday, Feb. 26, at the Aspen Glen Club, 0545 Bald Eagle Way, Carbondale, and is sponsored by Bank of Colorado.
Guith will speak about “Opportunities and Challenges in the U.S. Energy Sector.” From aggressive federal regulators to the steep decline in the price of oil and natural gas to unreliable federal subsidies, the energy industry faces a myriad of challenges. Guith will outline the challenges as well as the energy opportunities America is facing.
Prior to joining the Chamber in 2008, Guith served as deputy assistant secretary for nuclear energy at the U.S. Department of Energy (DOE), where he developed the administration’s nuclear energy policies and was also deputy assistant secretary for congressional affairs. At the Energy Institute he is responsible for developing the Institute’s policies and initiatives as they apply to the legislative, executive, and regulatory branches of the federal and state governments. He led the Chamber’s Shale Works for U.S. campaign, which analyzed and promoted the widespread benefits of shale energy development in America. He educates policymakers, businesses, energy stakeholders, coalitions, and the public about the importance of a diversified energy portfolio.
Ogburn’s nonprofit organization CLEER, Clean Energy Economy for the Region, is under contract to carry out the programs and services of the Garfield Clean Energy Collaborative, whose purpose is to make it easier for residents, businesses, and governments throughout Garfield County to become more energy efficient and tap clean energy to create a more resilient economy. CLEER has received national recognition for its energy navigator, coaching and other programs.
The global and local perspective as well as local success stories in buildings and transportation will make this a provocative and timely discussion.
Tickets are $40 for chamber members and $50 for the general public and include breakfast and materials. Seating is limited, and the event will sell out. To register, visit glenwoodchamber.com or call 970-945-0784.
Generations in the Workplace
For the first time ever there are four generations working together. Colorado Workplace Center hosts an informative presentation at 1 p.m. Tuesday, Feb. 17, at the IVS Room at CMC-Glenwood Springs, 1402 Blake Ave. Topics include: tips for employers on keeping the communication lines open; improving interaction among generations; what makes each generation unique; mixing and matching these four generations. RSVP by 5 p.m. Feb. 15, to Sandra.firstname.lastname@example.org or 970-945-8638.
CMC business workshops
Colorado Mountain College offers a new series of business workshops in February. Topics include business start-ups, plans, financials, funding through loans, and technology options. You’ll get a chance to ask your questions and learn from others in these small group sessions. The remaining workshops are March 5: Business Financials 101; March 12: Funding Your Business through Loans; and March 26: Technology Options for Small Businesses. Learn more at http://coloradomtn.edu.
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Community profile: From dishes to development — Roaring Fork Valley real estate broker began career in uncle’s kitchen
A young man working in his uncle’s pan-Asian restaurant around the turn of the millenium, Mike Mercatoris was prepping to-go orders and listening to his headphones when the kitchen’s head chef nabbed his attention.