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You are here: Home / Dallas Fort Worth Retirement Planners / DFW Retirement Planners Training Day

May 17, 2016

DFW Retirement Planners Training Day

(DALLAS-FT. WORTH, TEXAS – DFW Retirement Radio News)   The staff of DFW Retirement Planners recently met for a training event at the company’s headquarters in Ft. Worth.   Dauphinais Poe, president of DFW Retirement Planners, led the training session.   Ms. Poe said that training is an important part of the company culture.  She said, “We hold regular training sessions with our staff.  Our culture is built on excellence and that includes a continuing commitment to professional and personal improvement.”

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Britni Levensailor, VP/Retirement Planner at DFW Retirement Planners says she looks forward to the company training days.  She said, “I really appreciate having an opportunity to learn.  Our company training days cover a variety of subjects from customer service to regulatory education to creative problem solving.  Each session is different but they all have helped me grow.”

Mark Robinson, Medicare specialist and retirement planner at DFW Retirement Planners, said the training days are very important.  He added, “Our training program not only promote learning and excellence.  They also bring our staff together as a team.”

Alan Maples, estate planning attorney and planner from DFW Retirement Planners, called the training days essential.  He said,  “As retirement planners, we play a very important role in our client’s lives.  It’s essential that we make continuing education a priority.   I applaud the leadership at DFW Retirement Planners for providing an environment where training and improvement are important.”

You can hear the team from DFW Retirement Planners each week on DFW Retirement Radio, a program about financial and retirement planning.   The program is broadcast Saturdays from 2-3 PM on 820 WBAP Radio.   To reach DFW Retirement Planners, call 888-774-4492. (888-7-PIGGY-BANK)

Categories: Dallas Fort Worth Retirement Planners, DFW Retirement Planners, DFW Retirement Planners DFW Retirement Radio, DFW Retirement Planners News, DFW Retirement Planners Reviews, Fort Worth - Dallas Financial Advisors Tags: Alan Maples, Britni Levensailor, Dallas Retirement Planner, Dauphinais Poe, DFW Retirement Planners, DFW Retirement Radio, Ft. Worth Financial Planner, Mark Robinson, WBAP

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Fort Worth, TX 76116
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DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

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(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   Giving back has always been important to the team at DFW Retirement Planners.  Senior Planner Britni Levensailor said recently, "A big part of our year is working with non-profits who are Read More

Insurance and annuities offered through licensed professionals of MBL Insurance Agency dba DFW Retirement Planners, in appropriate jurisdictions.  Investment Advisory Services offered through TRS Advisors, LLC & Jim Poe & Associates, Inc. both state registered investment advisers and affiliated entities. Registration does not imply a certain level of skill or training. This is not an offer or solicitation to buy or sell securities. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies.  Past performance is not indicative of future results.  Investments involve risk and, unless otherwise stated, are not guaranteed. Our firms do not provide tax or legal advice; please consult your tax advisor, CPA or attorney. A copy of the Form ADV Part 2A for our affiliated investment advisory firms is available at https://adviserinfo.sec.gov/.

Fort Worth Location: 6040 Camp Bowie Blvd Suite 3, Fort Worth TX 76116
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