EmpowHER by SYM Financial Advisors

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: Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Tom Whicker, Senior Retirement Plan Advisor, SYM Financial Advisors Randy Brinneman, Senior Vice President, Ossian State Bank The opinions expressed herein a...

Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists: Joe Cohen, Partner, Barrett McNagny Attorneys at Law Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Nathan Courtney, Consultant, Legacy Practice Transitions and Owner, Cloverleaf Advisory Group Angie Daughtery, Lead...

In celebration of SYM's 50th anniversary, speaker, author and coach Susan Turnbull spoke to a gathering of friends and community in four of our SYM communities. In this podcast, we're featuring the presentation in Winona Lake, Indiana. Listen as Susan redefines the word "legacy," taking it back from the grave, then treats the audience to a hands-on, invigorating exploration of the riches we can le...

Join SYM Financial Advisor Michelle Hipskind in a story-filed, engaging discussion about the value of making sure you have the proper beneficiary designations on your bank accounts and other assets. What the topic lacks in glamour, it makes up for in importance! www.sym.com The opinions expressed herein are those of SYM Financial Advisors ("SYM") and are subject to change without notice. This mate...

Brad Duling, CFP®, Financial Advisor and Partner, interviews the author of "The Other Talk" and asks key questions about the process of communicating later-in-life wishes within a family. Join us for a behind-the-scenes look at this much used SYM planning resource. www.sym.com The opinions expressed herein are those of SYM Financial Advisors ("SYM") and are subject to change without notice. This m...

As parents and grandparents, we want to do all we can to lead our kids to a financially sound future. In this podcast Steve Yeager, Senior Vice President at SYM Financial Advisors, explains the process of using the Roth IRA in a unique way - to encourage, teach, and assist kids in saving for their retirement, as young as 12 or 13. Add the power of compound interest and this becomes an exciting opp...

A few dollars here, a few dollars there - over the course of years and decades, these dollars add up. Still, most retirement investors - and retirement plan sponsors – have little or no idea how much of their retirement savings is lost each quarter to fees. Join Tom Ackmann, SYM Vice President and Qualified Plan Advisor, and Michelle Hipskind, Financial Advisor, for a succinct and sometimes surpri...

I'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...

Are you responsible for choosing a new retirement plan for your company? Are you responsible for evaluating your current one? SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind offer valuable insight into factors to consider so your plan fits your needs. From employee retention to maximizing owner benefits, tune in to this podcast hear stra...

We continue the discussion of documenting your family financial information for the benefit of survivors when families experience death or incapacitating illness, with a step-by-step plan for creating a financial inventory in case of emergency. Download your financial inventory form at www. SYM.com. The opinions expressed herein are those of SYM Financial Advisors ("SYM") and are subject to change...

Who takes the lead in your financial relationships? Every family unit includes people with different areas of dominance in financial decision making. In times of loss, it becomes vital that survivors know enough about the family finances to take the reins when necessary. www.sym.com The opinions expressed herein are those of SYM Financial Advisors ("SYM") and are subject to change without notice....