S.E.E.D. Planning Group launches the Ripple Effect Project
S.E.E.D. Planning Group launches the Ripple Effect Project in June of 2018. The Ripple Effect Project’s primary purpose is to provide a platform for like-minded people to administer projects and programs of all sizes that can help strengthen the community. The goal is to change people’s lives, one project at a time.
Kayla Tufares joined S.E.E.D. Planning Group, LLC in June of 2018 after spending nearly two decades implementing strategic initiatives and assembling teams tasked with mission-critical agendas in the fields of higher education, non-profit management, and youth leadership development. Kayla will be filling the role of Special Projects Coordinator. In her role, Kayla will be developing and implementing new projects in the areas of financial education and wellness, workplace culture and leadership facilitation.
Amy Michaels, Partner and Financial Planner at S.E.E.D. Planning Group, LLC in Binghamton, NY has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP ® certification marks in accordance with CFP Board certification and renewal requirements. Amy is responsible for S.E.E.D.’s Sprout division which focuses on bringing financial planning to young Professionals.
Ryan Berkeley of S.E.E.D. Planning Group Earns the Accredited Portfolio Management AdvisorSM, APMA® designation. Ryan holds this designation through the College for Financial Planning, designed to educate advisors on the finer points of portfolio creation, augmentation, and maintenance. Topics covered include client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, investor psychology, and other topics germane to building appropriate client portfolios, as well as analyzing investment policy statements, building portfolios, and making asset allocation decisions, to include determining sell, hold, and buy decisions within a client’s portfolio.