Investment Planning: Take Back Control

Both volunteers are Partners at Devon Financial Partners and are also Smeal alumni!

Interviewer: Steven D. Earhart, CLU®, ChFC®, CFP®, MSFS, ‘81 Insurance and Real Estate – Steve brings over 30 years of experience to the role of financial professional. He is particularly knowledgeable in assisting owners of closely-held businesses protect their assets, provide cost-effective employee benefits and help ensure the long-term stability of the business. He is a Founding Member and sits on Widener University’s School of Business Advisory Board and is on the Board of Directors of the Leukemia and Lymphoma Society of Eastern Pennsylvania.

Interviewee: Jim Boyd, CFP®, ’01 Marketing – Jim is the founder of the Physicians Financial Resource Network. PFRN is a forum where advanced planning professionals across several disciplines and specializing in the unique needs of medical professionals, come together to serve the market with skill. He continues to update his planning knowledge by teaching continuing education classes to CPA’s and Estate Planning attorneys. In addition, Jim shares his knowledge by giving seminars on wealth protection and tax efficiency planning, planning for care, lifestyle protection, and investment strategies. His professional memberships include the Certified Financial Planner™ Board of Standards and the Philadelphia Estate Planning Council.

Stock Markets Plunge on Overseas News! Volatility Reaches an All Time High! Years of Retirement Saving Evaporate in a Day!

How can the average investor take back control of their finances and regain the peace of mind that has evaded so many? In this Smeal College exclusive interview, personal finance industry veteran, Steven Earhart, sits down with Jim Boyd to cut through the hype and get “Real” on how investors can take back control of their investments and their future financial health.