Lisa Hayes Recognized as a Leading Financial Advisor by Commonwealth Financial Network®

FOR IMMEDIATE RELEASE 

For additional information, contact:         

Lisa Hayes

Creative Financial Planning, Inc.

(845) 634-6050

Lisa.hayes@creativeplanners.net

www.creativeplanners.net

 

Lisa Hayes Recognized as a Leading Financial Advisor by Commonwealth Financial Network®

Nyack, NY (March 7, 2017)—Lisa Hayes, an independent financial advisor affiliated with Commonwealth Financial Network® and President of Creative Financial Planning, Inc. in Nyack, NY, has been invited to Commonwealth’s 2017 Chairman’s Retreat. This distinction recognizes the most successful financial advisors based on a ranking of annual production among Commonwealth’s network of 1,710 financial advisors. Commonwealth is the nation’s largest privately held independent broker/dealer–RIA and the broker/dealer of choice for Lisa Hayes.

“We are pleased to recognize Lisa Hayes with this well-earned, exclusive distinction,” said Peter Wheeler, vice chairman of Commonwealth and host of this year’s retreat. “Lisa Hayes’ long-standing commitment to the financial livelihood of her clients and bettering her practice has positioned her among the industry’s elite. Lisa Hayes is a highly valued member of the Commonwealth community, and we are proud of her accomplishments and industry impact. We look forward to welcoming Lisa Hayes to the Chairman’s Retreat and benefiting from her perspective and experiences.”

In honor of this distinction, Lisa Hayes has been invited to join her peers at the Commonwealth Chairman’s Retreat conference, March 13–16, 2017, at The Cloister at Sea Island, Georgia. The conference will offer attendees insightful presentations and educational sessions geared toward leveraging their strengths and adapting as they learn. Advisors will explore strategies for evolving their vision, building on success, and driving new growth, all while providing exceptional client service. In addition, the conference will grant attendees ample time to connect with peers, reflect on accomplishments, and strategize ideas for future growth.

About Creative Financial Planning, Inc.

Creative Financial Planning, Inc. has been providing individuals and organizations with financial guidance since 1985. Located at 101 South Broadway, South Nyack, NY 10960, the advisors of Creative Financial Planning, Inc. pride themselves on crafting unique strategies for each client. For more information, please visit www.creativeplanners.net. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser. Fixed insurance products and services offered by Creative Financial Planning, Inc. are separate and unrelated to Commonwealth.

About Commonwealth Financial Network

Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,710 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.

The Value of Working With an AIF®

S. Lisa Hayes has been an ACCREDITED INVESTMENT FIDUCIARY® since August, 2010

Overview

Simply put, the term fiduciary applies to more than five million individuals who have the legal responsibility for managing someone else’s money. A fiduciary is required by law to always act in the best interests of his or her client, beneficiary, or retirement plan participant. Yet, many fiduciaries are not even aware of their duties and responsibilities.

Accredited Investment Fiduciary® (AIF®) designees have been provided with the tools and training to help them acquire a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike.

Don’t risk going it alone; AIF® designees have the expertise to help ensure that an investment management process is managed to an appropriate fiduciary standard of care.

Traning

AIF® designees have successfully completed a specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies. The Center, in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business, was established in 1999 to provide the investment industry with the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management.

Designees have passed a comprehensive examination on the 27 Prudent Investment Practices that formed the basis of their training. Designees are also required to strictly adhere to continuing professional education requirements, which aids them in staying abreast of recent events in the industry that are affecting every fiduciary.

Prudent investment process

The 27 practices that designees follow have been derived from interpretations of legislation, case law, and regulatory opinion letters that govern the fiduciary. Prudent Investment Practices, the published handbook that describes these practices, was co-produced by the Center and the American Institute of Certified Public Accountants (AICPA). Each of the 27 practices also makes good investment sense, and using the process they define should help to improve long-term investment performance.

S. Lisa Hayes CFP®, ChFC, AIF® Attends Exclusive Conference for Financial Advisors and Gives Back to Local Community

South Nyack, New York (March 11, 2015)—S. Lisa Hayes CFP®, ChFC, AIF® of Creative Financial Planning, in South Nyack, New York, gathered with a group of prominent financial advisors at Commonwealth Financial Network®’s Leaders Conference, held March 1–6, 2015, at the Four Seasons Resort Costa Rica at Peninsula Papagayo. The Leaders Conference recognizes highly successful advisors, based on annual production rankings among Commonwealth’s approximately 1,600 financial advisors.

 A variety of business meetings and informative sessions spanned the weeklong conference, where attendees gained compelling insights, best practices, and recommendations from industry leaders. Numerous networking sessions and opportunities for interacting with peers allowed like-minded advisors to connect and share ideas. Overall, the conference emphasized providing the highest level of service, value, and commitment to the participants’ clients.

 “It was our distinct pleasure to host Lisa at our 2015 Leaders Conference,” said Wayne Bloom, CEO of Commonwealth. “Attending this event is just one of the many ways in which Lisa displays a long-term commitment to educating herself on the best tools and strategies to meet the demands of investors. We commend Lisa for her dedication to providing exceptional service to her valued clients.”                                         

While in Costa Rica, Lisa also took time to give back to those in need. Partnering with the Los Lagos School, located in Liberia, Commonwealth volunteers helped paint and refurbish classrooms to create a comfortable learning environment for local children.

About Creative Financial Planning, Inc.

Creative Financial Planning has been providing individuals and organizations with financial guidance since 1985. Located at 101 South Broadway, South Nyack, NY, the advisors of Creative Financial Planning pride themselves on crafting unique strategies for each client. For more information, please visit www.creativeplanners.net. Securities and Advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser. Fixed insurance products and services offered by Creative Financial Planning, Inc. are separate and unrelated to Commonwealth.

About Commonwealth Financial Network

Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports approximately 1,600 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.