Financial planner to speak at Orion Library


Share
Posted Online: Sept. 05, 2013, 9:19 am
Comment on this story | Print this story | Email this story
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.

















 



Local events heading








  Today is Wednesday, April 23, the 113th day of 2014. There are 252 days left in the year.

1864 — 150 years ago: Some persons are negotiating for 80 feet of ground on Illinois Street with a view of erecting four stores thereon. It would serve a better purpose if the money was invested in neat tenement houses.
1889 — 125 years ago: The Central station, car house and stables of the Moline-Rock Island Horse Railway line of the Holmes syndicate, together with 15 cars and 42 head of horses, were destroyed by fire. The loss was at $15,000.
1914 — 100 years ago: Vera Cruz, Mexico, after a day and night of resistance to American forces, gradually ceased opposition. The American forces took complete control of the city.
1939 — 75 years ago: Dr. R. Bruce Collins was reelected for a second term as president of the Lower Rock Island County Tuberculosis Association.
1964 — 50 years ago: Work is scheduled to begin this summer on construction of a new men's residence complex and an addition to the dining facilities at Westerlin Hall at Augustana College.
1989 — 25 years ago: Special Olympics competitors were triple winners at Rock Island High School Saturday. The participants vanquished the rain that fell during the competition, and some won their events; but most important, they triumphed over their own disabilities.




(More History)