Eve Kaplan, CERTIFIED FINANCIAL PLANNER® Practitioner

 

            Eve Kaplan is a Fee-Only Certified Financial Planner ® based in New Jersey. Eve offers independent financial planning advice, with no asset and income minimums. Billing is hourly or by project, with no products sold and no third-party considerations.

            Financial planning engagements can be negotiated for long-distance clients. Eve also works with U.S. expatriate clients posted abroad.

            Eve has 17 years of investment experience, having worked as an equities analyst and portfolio manager.

            You can find out more about Eve and her approach to financial planning by visiting her Web site: www.KaplanFinancialAdvisors.com  or calling her at 1-908-898-0549. She can be reached via e-mail at: Eve@KaplanFinancialAdvisors.com

Mark Wolfinger

 

            Mark Wolfinger, author of The Short Book on Options: A Conservative Strategy for the Buy and Hold Investor, has been in the options business since 1977.  His experience as a member of the Chicago Board Options Exchange (CBOE) made him recognize that the public investor has the opportunity to use stock options as a conservative investment tool, but that too few take advantage of that opportunity.

            His book is aimed at the investor who wants more from her portfolio: more Safety and more Profitability.

In easy-to-understand language, the book guides the reader through the basics of options:  What is an option?   How does an option work?  Then, one conservative strategy is taught in detail.

             The book is available through his Web site, http://www.mdwoptions.com/; from the publisher (888-280-7715), or it can be ordered at any bookstore.

            Mr. Wolfinger is available for small group seminars, offering an “Introduction to Stock Options.” For more information, visit www.mdwoptions.com or e-mail him at mark@mdwoptions.com

 
 

 

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Last Updated 05/05/2006 19:35