Financial planner to speak at Orion Library


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Posted Online: Sept. 05, 2013, 9:19 am
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Press release submitted by Western District Library, Orion



Marty Kurtz, past president of the National Financial Planning Association, will speak on Wednesday, September 18, at 7 PM at The Western District Library in Orion. All are invited to attend. Marty will discuss the complex world of money and ways to build a better financial life.
Recently, when Marty was asked why he became a financial planner, this was his response. "I watched my father work though my first thirty eight years as a self-employed business person and saw how he just didn't have tools and guidance he needed to truly enjoy his life and his money. I also saw how difficult it was for my mother and father to talk to each other about money. So I told myself I would love to help people protect, prepare and provide for themselves, their families and the things they care about; specifically in dealing with life and money."

Marty entered the financial planning world in 1984. He had worked with his father for ten years in a wholesale food business, but upon the sale of the business, a new direction was desired. Since then, Marty has had a life full of working with people on the very issues he had seen his father deal with, specifically having no one to guide him through the chaos. About twenty years ago Marty started an innovative way to make better decisions about money. He named it the First Step System and began teaching it to clients as they struggled with their cash flow. In 1988 he became a Certified Financial Planner ® (CFP®) practitioner and in 1998 he founded The Planning Center, Inc. a fee-only financial planning firm in Moline, IL.

In 1999 he was appointed to the CFP Board of Professional Review (disciplinary and ethics board) and was chair of the board in 2005. In 2001 he was named one of 100 Great Financial Planners by Mutual Fund Magazine and in 2009 was featured as one of three "Time Tested Advisors" by Business Week Magazine. In 2009 Marty was elected to the Financial Planning Association (FPA) Board of Directors and served as the 2011 President of the organization. Today, he is President of The Planning Center, Inc., Chairman of the Board of FPA, and Development Committee Chair of Ballet Quad Cities. He serves on the Board of Directors for Money Quotient®, an innovative Financial Life Planning ® system and New Life Outpatient Center, Inc., Davenport, Iowa. He is also a member of the Aegis Group.

His passions, other than work, are reading history and philosophy, riding a bicycle, playing golf and having a quality conversation. Marty is married to Sarah Slavick Kurtz and between the two of them they have six children. They reside in Davenport, Iowa; in a home built in 1900 that is included on the National Registry of Historic Places.

















 



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