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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 in…
 
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 https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-79…
 
Gain unique insight from Jill Young, certified EOS facilitator on leading your business through uncertain times. ____________________ 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 htt…
 
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. This podcast answers questions such as: When should I sell my business? How do I sell my business? What is a business valuati…
 
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. _______________________ Sym Financial Advisors h…
 
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. __________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 …
 
Join Seth Whicker and Tom Ackmann, principals and senior financial advisors with SYM Financial Advisors, for an overview discussion of SYM's Employer-Sponsored Retirement Plan services. _______________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-…
 
Healthcare professionals approach their careers in a different way than the average working professional. This poses both a unique challenge and opportunity. 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 som…
 
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. __________________ Sym Financial Advisors https…
 
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,…
 
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…
 
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…
 
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”) a…
 
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”…
 
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 …
 
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, Fina…
 
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 …
 
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…
 
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 Fin…
 
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 …
 
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זכויות יוצרים 2022 | מפת אתר | מדיניות פרטיות | תנאי השירות
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