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Articles from Director's Documents

Board of Directors Report: November 17th,2008

We continued to promote Auburn Mountain as a product neutral conflict free source of Career and Career Development information and tools. It is  our desire and passion for us to become the gold standard source for Financial Services Professionals

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Financial Planning Grants in 2008

Financial Planning Grants in 2008 (Sample Grant Used) for Certified Financial Planner Board of Standards, Inc. (CFP Board) CFP Board Grant and FINRA Investor Education Foundation Grant.

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CFP Board's 2008 Financial Planning Grants Program (Decision)

Timothy Stifel: Director of Stakeholder Communications, CFP Board email letter to Auburn Mountain Financial Education Services...

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Non-Profits Boards: Conflict of Interest (Sample)

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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Roles And Responsibilities of The Nonprofit Board

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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ByLaws - Auburn Mountain Financial Education Services

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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Auburn Mountain Financial Education Services IRS Determination Letter

As of March 21st, 2008 we are a tax-exempt organization. Please review the 3 page Exempt Organizations Private Letter Rulings and Determination Letter below for confirmation of our non profit status...

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Financial Education Specialist

Conducts financial literacy workshops, recruits, trains and manages a volunteer staff...Read More

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Director of Grants and Development

Auburn Mountain Financial Education Services Corporation’s Director of Grants and Development is a seasoned professional that lead the team in raising funds to fuel the execution of its plan and the ongoing growth of its leadership in providing conflict free financial education services. Read More About This Mission Critical Role....

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PLEASE READ - MUST READ

Disclosures
The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.