News

02.15.07

Sandie Maynard's New CLTC and CASL™ Designations

Sandie Maynard recently completed the required courses necessary for her Corporation for Long-Term Care Certification (CLTC) and her Chartered Advisor for Senior Living™ (CASL™) designations.

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12.01.06

Merger Announcement/Firm Name Change

The Patrick Group merges with Harris-Murray from Albany, New York and a new firm name is created.

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06.01.06

Maynard Recipient of this year's B. H. Zais Award

We would like to congratulate Sandie Maynard on being this year's recipient of the B. H. Zais Award. This award represents the highest recognition that the VT Chapter of the National Association of Insurance and Financial Advisors can bestow on one of its members.

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04.15.06

Stage 2 Planning Partners Welcomes New Representative to Firm

We, at Stage 2 Planning Partners are excited to announce the arrival of our newest representative Fred O'Brien. Fred has been a financial representative since 1998 after 32 years in the Vermont public education system. Welcome Fred!

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10.14.05

Josh Patrick to write for Inc.com

Josh Patrick has been recently recruited to write as a columnist for Inc.com. Inc.com, the website for Inc. magazine, delivers advice, tools, and services, to help business owners and CEOs start, run, and grow their businesses more successfully.

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Contact Us Today

Stage 2 Planning Partners
20 Kimball Avenue
Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
4 British American Blvd.
Latham, NY 12110
Tel: 518-608-8939
Fax: 518-640-2164
Email: info@stage2planning.com

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Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of
National Financial Partners Corp., the parent company of NFP Securities, Inc.

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