The board should establish conflict of interest policies regarding board, staff, volunteers, contractors, and organizational partners or allies and adhere to these policies in all dealings...

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Board of directors are trustees who act on behalf of an organization's constituents, including service recipients, funders, members, the government, and taxpayers. The board of directors has the principal responsibility for fulfillment of the organization's mission and the legal accountability for its operations...

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Auburn Mountain Financial Education Services Corporation is organized exclusively for education and educational purposes. We serve Financial Services Professionals and the Financial Services Industry. READ BYLAWS...

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Alex Tapanya loves his work as a mortgage consultant just a much as he loves being a talented artist. He brightens people lives by singing as well as helping his clients purchase the homes of their dreams.

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Phillip Turner’s has worked in diverse industries, which broadens his understanding of the customer’s business needs based on their business models. This experience enhances our ability to accomplish our technology goals and objectives.

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Paolo Catilo is a student of the Financial Services Industry. Confident, comfortable and passionate about Financial Services and it’s opportunities for Americans and Immigrants.

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Jim’s inspiration and passion is to bring the best people of color to the Financial Services Industry.  Jim’s desire is to clean up the recruiting food chain by delivering a better-informed candidate to the doors of Financial Services Companies.

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Lionel Gahima is a Financial Services Professional with International Business Experience.

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David Good is Web Master and Director for  Auburn Mountain Financial Education Services

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Dubai is located on the Eastern coast of the Arabian Peninsula, in the southwest corner of the Arabian Gulf. It is extremely well known for its warm hospitality and rich cultural heritage, and the Emirati people are welcoming and generous in their approach to visitors. From Amman in Jordan to Dubai in the United Arab Emirates is 1267 miles or 2039 km in a straight line. Dubai is part of the UAE that is a low-crime and politically stable country. Also, the UAE enjoys financial and monetary stability. Its well-developed, sophisticated banking system features extensive credit facilities and ample liquidity. The Emirate’s emerging capital markets are built on a basis of leading-edge technologies and sound regulatory systems. The government has a long, consistent commitment to pro-business, liberal economic policies including the protection of intellectual property rights. Dubai is a thriving metropolis. Dubai is emerging as a Insurance and Investment Powerhouse. Find Out More

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We Must Protect Ourselves First There is a need for Financial Service Practitioners to control the cyberspace in which they share and collaborate highly sensitive information. Breaches of confidentiality could attract lawsuits, loss of professional designations as well as the business practice. Currently online collaboration sessions are engaged without very much regard to Internet security. In fact, the pervasive attitude is that Internet security is not a problem to contend with until it becomes an issue. September 11, 2001 has made it an ongoing issue. The Financial Planning Community need to control security in their CyberSpace. We cannot expect product providers come to task in this area. Product providers may not wish to take on this task unselfishly and without profit. So give us your thoughts in the forums. You might want to read the article Cyber-Terrorism: Protect Ourselves First!. The article is In the “Protect Client Data & Credit” section first. This ar...

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An uncle makes a loan to a nephew and then forgives the loan. If this a gift? A parent sells assets to a child at a greatly reduced value. Is this a gift?  You place your children’s name on your home. Is this a gift?. You need to know if there is any income, gift or estate tax consequences.  

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An uncle makes a loan to a nephew and then forgives the loan. Is this a gift? A parent sells assets to a child at a greatly reduced value. Is this a gift? Also you placed your children’s name on your home. Is this a gift? Example: Assume Amari has a home worth $300,000. He executes a deed deeding the home to himself, and to his daughters Jasmin and Sara. Amari can no longer sell the house without the approval of Jasmin and Sara. Is this a gift? Answers and Helpful Information

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3.9 percent of children under 18 years of age in the United States, or approximately 10.2 million children, are estimated to have special health care needs. This is a very challenging specialty focus area for Financial Services Professionals.

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We present great investment resources and tools compliments of The Securities Industry and Financial Markets Association (SIFMA)...

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Financial Services Professionals serving multicultural markets and clients will encounter Takaful or Islamic Insurance, Islamic Finance and Investments...are you ready?

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Jim Robinson CFP speaks on "Eight Ways to Win As a Multicultural Agent in America"  in Agent Sales Journal Feature - October 2007. Republished by Popular Demand June 2008

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We realize that the majority of the financial literacy programs are aimed at the consumer. Very few are targeted to insure qualified professionals are serving the public best interest. This is not the job of the regulators.

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From the 1930's until the early 80s, at least 30 or more life insurance companies engaged in the practice of charging “race based insurance premiums”. This is a historical recap and how companies have corrected this racial profiling practiice.

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America: Rebuilding The World Trade Center , Get The Latest Defense News, America’s Promise and other issues that affect Americans.

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So you decide to leave your firm for brighter skies and want to take your clients with you. Well…make sure it is the right thing to do because the Financial Industry Regulatory Authority - FINRA has issued guidelines that that say change in your employment is not grounds for recommending a customer switch from one product to the other...

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