Tags Retirement planning

Tag: retirement planning

Independent wealth management company Southwestern Investment Group celebrates 20th Anniversary

eNewsChannels NEWS: -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

Financial Advisor Keith Eckhardt of Edward Jones in Colorado Receives CRPS Designation

eNewsChannels NEWS: -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Strategic Benefits Advisors: Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill

eNewsChannels NEWS: -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today notifying plan sponsors of pending bipartisan legislation that could significantly impact employer-sponsored retirement plans.

Fairport Wealth Announces 2021 Community Beacon Recipient, Greater Cleveland Food Bank

eNewsChannels NEWS: -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

Dennis Tubbergen: Recently Passed COVID Relief Bill May Threaten Your Retirement

eNewsChannels NEWS: -- Does the Recently Passed COVID Relief Bill Threaten Your Retirement? According to Dennis Tubbergen, a partner with Retirement Lifestyle Advocates, that question is not as crazy as you may be thinking it is.

PARAGON Wealth Strategies Acquires Mellen Money Management, Creating Multi-Generational Wealth Management Firm

eNewsChannels NEWS: -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

Gary W. Hansen of Retirement Planning Center of the Rockies, Earns RICP Designation

eNewsChannels NEWS: -- Gary W. Hansen, President, Retirement Planning Center of the Rockies, LLC, has earned the Retirement Income Certified Professional(R) (RICP(R)) designation from The American College of Financial Services.

Peter Grandich and Company Teams with Major CPA Firm WithumSmith+Brown PC

eNewsChannels NEWS: -- Trinity Financial, Sports & Entertainment Management Company, a division of Peter Grandich and Company, announced today that it has teamed with the Sports & Entertainment Division of one of the largest CPA firms in the Tri-State Region, WithumSmith+Brown, PC ("Withum").

Conte Wealth Advisors, LLC Opens Office in Tampa Florida for Financial and Retirement Planning Services

eNewsChannels NEWS: -- Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.

Chartered Retirement Planning Counselor Rodger Alan Friedman shares how to engage your grown kids about retirement prep

eNewsChannels NEWS: -- In his compact new book, "Parent's Guide to Your Child's Retirement: 21 Thought-Provoking Conversations to Have with Your Adult Children" (ISBN: 978-0999641415) Chartered Retirement Planning Counselor(SM) Rodger Alan Friedman, delivers an easy to follow structure that may serve to enable you and your grown children to have positive, engaging and thoughtful conversations regarding their future retirement.

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