Ellen Uzelac

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  Ramping Up

  By Ellen Uzelac  |  September 29, 2011

  Aa a Certified Financial planner back in 1990, Spenser Segal ran a retirement plan projection for a couple in their mid-50s who thought they had done everything right. They’d saved $500,000. They had no debt. But it wasn’t enough to support the retirement they had dreamed about. The look in...

• Philanthropy’s Cutting Edge

  By Ellen Uzelac  |  September 1, 2011

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  Mastering Social Media

  By Ellen Uzelac  |  July 26, 2011

  In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.

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  Nobelist, Updated

  By Ellen Uzelac  |  July 26, 2011

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  The Indispensable Staffer

  By Ellen Uzelac  |  July 1, 2011

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  Indie Advisors’ Growing Pains

  By Ellen Uzelac  |  June 1, 2011

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  Curious Fellow

  By Ellen Uzelac  |  June 1, 2011

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  The Power of Peers

  By Ellen Uzelac  |  May 1, 2011

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  Weapons of Mass Instruction

  By Ellen Uzelac  |  April 1, 2011

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  The Social Networker

  By Ellen Uzelac  |  April 1, 2011