Events &
Announcements

SHARING OUR INSIGHTS

Tap Into Our Experience

We actively work to increase financial literacy, investment know-how, and generational wealth by speaking at conferences, webinars, and community events. If you need a financial professional to share their financial insight with your organization, invite us to your upcoming conference or webinar.

Please contact us at info@masterplaninvestmentgroup.com.

Announcements

Spotlight: Advisor Ka'Neda Bullock's Master Plan

Our Broker-Dealer, CFN, features Advisor Ka'Neda, highlighting her career in financial services and commitment to women and diversity in the industry.

Read Article

Ka'Neda N. Bullock, CFP, named to InvestmentNews' 2021 40 Under 40 List

Join us in congratulating our Founder and President, Ka'Neda Bullock, for being selected as an InvestmentNews' 40 Under 40 Honoree. Ka'Neda was chosen from a pool of nearly 1,000 financial professional nominees by a panel of reporters, editors, and other representatives of InvestmentNews to earn a spot on the final list of 40 talented individuals. InvestmentNews' 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry.

2021 Investment News 40 under 40, created by Investment News. Presented in June 2021, based on data gathered from February to March 2021. 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.