I'm responsible for WHAT? Understanding fiduciary roles in your company's retirement plan
SYM Financial Advisors Podcast
Release Date: 02/13/2018
Covid-19 & The Markets
SYM Financial Advisors Podcast
SYM senior financial advisor Seth Whicker talks with Chief Investment Officer Andy Popenfoose about the impact of COVID-19 on the markets. This podcast answers questions such as: Where will the markets go in 2021 and beyond? What did COVID-19 do to the investment market? What did we learn about investing in a pandemic? What do I need to know for investing in 2021 and beyond? _____________________________________________________________ SYM Financial Advisors 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 414 Townsend St # 202, Midland, MI 48640 (989)...
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Good Debt, Bad Debt - webinar
SYM Financial Advisors Podcast
This is a webinar for women about debt management and financial strategies for managing debt. This conversion answers questions such as: Should I pay off my mortgage? What is debt consolidation? How does debt consolidation work? _____________ Sym Financial Advisors 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300
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Get a Grip on your business (webinar)
SYM Financial Advisors Podcast
Gain unique insight from Jill Young, certified EOS facilitator on leading your business through uncertain times. ____________________ Sym Financial Advisors 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300
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Wealth Planning for Business Owners
SYM Financial Advisors Podcast
SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners. Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability.
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Comprehensive Asset Management for Nonprofits
SYM Financial Advisors Podcast
SYM CEO Jerry Yeager, JD, joins principal and senior financial advisor Seth Whicker to discuss the ins and outs of financial planning for nonprofits. From their own experience in the nonprofit world the unique dynamics of institutional investing, Seth and Jerry offer an inside look at SYM's services.
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Wealth Management for Corporate Executives
SYM Financial Advisors Podcast
SYM senior financial advisor and principal Sarah Delahanty discusses the unique needs of corporate executives in this podcast. Topics include stock options and grants, diversification, deferred compensation, and time management for executives.
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Employer-Sponsored Retirement Plans at SYM Financial Advisors
SYM Financial Advisors Podcast
401(k) plans and more for businesses who care about their employees.
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Investing and Financial Planning for Medical and Dental Professionals
SYM Financial Advisors Podcast
Join SYM principals Seth Whicker and Rick Harrison as they discuss financial investing and planning for the healthcare professional, the importance of working with a fiduciary advisor, and some advice on maximizing opportunities to make and grow wealth.
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COVID-19 and the Markets
SYM Financial Advisors Podcast
This April 2020 podcast explores the coronavirus pandemic from the inside – literally. Observing proper social distancing protocol. SYM advisors Seth Whicker and Andy Popenfoose explore the economic conditions surrounding this time of uncertainty, including parts of the CARES Act and market responses.
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Webinar: The CARES Act for Business Owners
SYM Financial Advisors Podcast
Sponsored by SYM Financial Advisors in cooperation with the Wells County Indiana Chamber of Commerce, Unpacking the CARES Act for Business Owners includes guidance from panelists:
info_outlineI'm responsible for WHAT? takes you behind the scenes of the legal obligations associated with caring for Americans' retirement monies. Understand what you, as a plan sponsor, can expect from your advisor, your TPA, and others, and how to optimize your plan structure to get the best for you and your employees. Join SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind for a short but eye-opening peek behind the curtains. What you learn may save your company, and your employees, valuable time and dollars. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.
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Sym Financial Advisors
https://www.sym.com
9100 Keystone Crossing #560, Indianapolis, IN 46240
(800) 888-7968
https://g.page/sym-financial-advisors-in?share
414 Townsend St # 202, Midland, MI 48640
(989) 631-0244
https://g.page/sym-financial-advisors-midland?share
4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm
7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share
801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm