Affiliates
HS Dent is an economic research and forecasting company that works diligently to provide Financial Professionals and individuals with the proprietary economic tools needed to accurately forecast what lies ahead in our economy based on The Dent Method – the only documented record of success at forecasting long term economic trends.
The Dent Method, developed by company Founder and economic expert Harry S. Dent, Jr. in the late 1980’s, is a long term economic forecasting technique based on the study of and changes in demographic trends and their impact on our economy. It works by showing how predictable consumer spending patterns combined with demographic trends allow us to forecast the economy years or even decades in advance.
Ed Slott was named as “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine.He is a widely recognized professional speaker and has created the nationally aired Public Television special, “Stay Rich Forever & Ever with Ed Slott” viewed by millions of Americans.
Ed Slott has also created The IRA Leadership Program™ (www.iraleadership.com) and Ed Slott’s Elite IRA Advisor Group™ developed specifically to help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.
Mr. Slott is the author of Your Complete Retirement Planning Road Map (Ballantine Books; 2007), Parlay Your IRA Into a Family Fortune (Viking; 2005), The Retirement Savings Time Bomb and How to Defuse it (Penguin; 2008) and Ed Slott’s IRA Advisor, a monthly IRA newsletter and he is a personal finance columnist for numerous financial publications.
He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA Planning section of The CPA Journal. Mr. Slott is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City.
Fred Schoen and Fred Schoen Fiduciary Services, Inc is an experienced team of professionals who are committed to providing you with cost-effective and accurate paralegal and fiduciary services.
For more than thirty years, Fred Schoen and his staff have earned the respect of attorneys, CPA’s, Registered & Licensed Investment Advisors, and individuals because of the personal, caring approach they offer to the administration, as a fiduciary with guardianships, estates, and trusts.
From estate planning to estate settlement, the key to Fred’s success is the focus of personal service. Fred Schoen and his staff will travel the extra distance it takes to offer you personal, professional, courteous and timely paralegal and fiduciary assistance.
fi360 offers a full circle approach to investment fiduciary education. They offer world-class training, tools, and resources that are essential for fiduciaries and those who provide services to fiduciaries.
fi360 Awards the Accredited Investment Fiduciary (AIF) designation on behalf of the Center for Fiduciary Studies. The AIF designation demonstrates a focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence. AIF designees undergo an initial training program, annual continuing education, and pledge to abide by the designation’s code of ethics.

