Anna Sergunina

On a #journey to make a difference| #feeonly #money Planner| CEO @ MainStreet Financial Planning

[Anna Sergunina @ASergunina]

Yes, You Can Find a Financial Planner Even if You’re Not Rich: https://t.co/PyHu3A7REW @MichaelKitces @XYPlanning @SherylGarrett @JimLudwick @ronlieber @R_Alan_Moore

[Anna Sergunina @ASergunina]

Stay tuned for updates when #studentdebtrelief application goes live.

[The White House 46 Archived @WhiteHouse46]

Student Debt Relief Update:

Today, the U.S. Department of Education is previewing the student debt relief application form. Here’s the latest:

[Anna Sergunina @ASergunina]

So excited for this training today!! Check it out! https://t.co/14TgviIplN

[Anna Sergunina @ASergunina]

So much needed stretch while at @FPANorCal #fpanorcal2021 virtual conference! Thank you, Jennifer @fitphoria

[Anna Sergunina @ASergunina]

Competency-based learning vs. seat-based learning, what is best for your child?

@salkhanacademy #fpanorcal2021

[Anna Sergunina @ASergunina]

Great advice from @salkhanacademy today - interaction and breaks are crucial to keeping interested for online AND in-person meetings or education training sessions.

#fpanorcal2021

[Anna Sergunina @ASergunina]

Fireside chat with @salkhanacademy and our own Eric Flett: · From Sal: "It’s not technology to replace teachers, it’s what are the pedagogical goals and what are your resources to meet them? In teaching....it’s personalization…that’s where @khanacademy can help
fpanorcal2021

[Anna Sergunina @ASergunina]

I haven't taken the time for SEO yet! So looking forward to your session @KristenLuke at #fapnorcal2021

[FPA NorCal Conference @FPANorCal]

Tell us honestly, have you taken the time to improve your SEO?
@KristenLuke will teach SEO strategies to improve your overall online presence. We are eager to hear this #fpanorcal2021 session "Local SEO: How To Optimize Your Online Presence To Attract Local Prospects."

[FPA NorCal Conference @FPANorCal]

Tell us honestly, have you taken the time to improve your SEO?
@KristenLuke will teach SEO strategies to improve your overall online presence. We are eager to hear this #fpanorcal2021 session "Local SEO: How To Optimize Your Online Presence To Attract Local Prospects."

[Anna Sergunina @ASergunina]

Can't wait for Chocolate tasting @FPANorCal conference!

[FPA NorCal Conference @FPANorCal]

Only 2 days left to make your order for the #fpanorcal2021 June 2nd VIP event!

Stop by mingle with colleagues and enjoy a a flight of three distinctive chocolate bars from @DandelionChoco

Order by tomorrow May 12th to participate!
https://t.co/HokoYOzJct

#virtual #happyhour

[Anna Sergunina @ASergunina]

So looking forward to again attending @Heather_Jarvis student loan session at @FPANorCal 2021 conference

#fpanorcal2021

[FPA NorCal Conference @FPANorCal]

Connect with @Heather_Jarvis, a leading expert in #studentloans and investigate this vital niche. During the session "Top 10 Student Loan Myths Debunked," you'll learn practical methods and procedures to help your clients and provide advice they can rely on.
#fpanorcal2021

[FPA NorCal Conference @FPANorCal]

Do you know that you will have the opportunity for CFP® CE credit during FPA NorCal 2021 conference? Get even more CFP® CE credits with the On-Demand Speaker Sessions over the following two weeks from June 4 -19.

#fpanorcal2021 #fpanorcal #cfppro #virtualconference

[Anna Sergunina @ASergunina]

Very excited for this year's @FPANorCal #VirtualConference #keynotespeaker @salkhanacademy

@atlasparkco #fpanorcal2021

[FPA NorCal Conference @FPANorCal]

Keynote speaker @salkhanacademy is recognized as one of TIME Magazine's Most Influential People & we are happy to have him join #fpanorcal2021

Thank you for the ways you support & cultivate others in these ever changing times.

#inspiration #keynotespeaker #virtualconference

[Anna Sergunina @ASergunina]

@GregoryMcKeown Power List. 5 essential tasks to complete every day.

[Anna Sergunina @ASergunina]

Scan your tax notices from banks, brokers, employers, etc. so you are paperless to do your taxes.

[Anna Sergunina @ASergunina]

Make it an annual practice to read through your home, auto, life, umbrella, and disability policies and determine if anything needs changing.

[Anna Sergunina @ASergunina]

Government shutdown didn't change tax return due dates: 4/15 for individual returns 4/17 if you live in MA or ME.

[Anna Sergunina @ASergunina]

Tax Savings Tips: Consider bunching deductions; Engage in tax loss harvesting; Get your health care coverage in order.

[Anna Sergunina @ASergunina]

Something nice happen to you? Think about a charitable donation to mark the occasion.

[Anna Sergunina @ASergunina]

Tax Saving Tips:
Max out your retirement plan contributions; take RMDs; Do charitable Giving

[Anna Sergunina @ASergunina]

When organizing your hard copy files, use broad categories to label your folders. Keep it simple to make it easier to maintain.