Adam Glassberg attended Wharton’s CIMA® program in Philadelphia from December 5th-9th.Wharton’s CIMA® program provides the knowledge necessary to be fully prepared to take the final CIMA® Certification Exam. Today, the financial services industry recognizes the CIMA® certification as the standard for advanced investment consulting.
- PLEASE NOTE: D3 Financial Counselors is an alternate name under which Savant Capital Management (“Savant”), an SEC registered investment adviser, conducts its advisory business. All advisory services are provided by Savant. A copy of the Savant’s current written disclosure brochure discussing our advisory services and fees remains available upon request.
- Savant Capital Management Expands Chicago Footprint through Partnership with D3 Financial Counselors
- IRS Releases Updated Form W-4 and Withholding Calculator
- Asset Sale vs. Stock Sale of a Business – What’s the Difference?
- Don Duncan Attended and Spoke on a Panel at the 4th Annual Private Wealth Midwest Forum
Business Owners Client Newsletters Community Involvement Corporate Executives Cyber Security Debt Repayment Education Planning Employee Spotlight Estate Planning Financial Planning Individuals & Families Individuals & family Insurance Planning Investment Planning Medical Professionals News & Events Retirement Planning Tax Planning