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At Partners in Financial Planning, we have been busy with more than just financial planning and tax preparation. Check out what else our team has been up to and what’s happening around town.
Protect Yourself from Phishing
According to the FBI, more than 114,000 people fell victim to phishing schemes in 2019, collectively losing around $57 million. With the holiday season quickly approaching, phishing schemes will inevitably increase. Phishing is a method of identity theft that provokes individuals into giving up personal information. These types of schemes typically come in the form of a text, email, or website. It’s important to understand what phishing is, what it looks like, how you can be prepared for it, and what to do if you fall victim to one of these tricks.
Joseph Schmidt Earns CFP® Designation
After two years of serving clients at Partners in Financial Planning, in October 2021, Joseph Schmidt completed all the necessary requirements and earned the CFP® designation.
Buzz4Good featuring Christiansburg Institute and Spectrum Media Solutions (Part 2)
Check out part 2 of the story of Christiansburg Institute and how Buzz4Good in partnership with Spectrum Media Solutions is making a difference in the community and across the nation.
Buzz4Good featuring Christiansburg Institute and Spectrum Media Solutions (Part 1)
Learn the history of Christiansburg Institute and the vision for its future, with the help of Buzz4Good and Spectrum Media Solutions.
Buzz4Good revisits Mill Mountain Zoo & Eastmont Community Foundation
Buzz4Good takes a look back at the difference made with Mill Mountain Zoo and Eastmont Community Foundation.
Buzz4Good featuring Giles County Foster Care
Giles County has a foster care crisis and Buzz4Good, with the help of 5Points Creative, stepped up to make a difference. Check out how in episode 10 of BUZZ.
Buzz4Good featuring Virginia 811
Virginia 811 is a not-for-profit organization created to protect Virginia's underground facilities. See how Buzz4Good with the help of Carrie Cousins made a difference with Virginia 811's marketing to educate and bring awareness to Virginians.
Planning isn’t all we do.