A Successful Retirement Plan Sponsor Advisor. Securities offered through LPL Financial, Member FINRA/SIPC (http://t.co/Ewb0ZEwlcR and http://t.co/0ZqgzC0sI8)
Pearl River, NY
Joined June 2015
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I had the pleasure of speaking at the #Excel401k conference in Las Vegas! #401kspecialist #ssrba lnkd.in/g9d9E8m
Had the pleasure of speaking at the #Excel401k conference in Las Vegas today! #401kSpecialist lnkd.in/gzbMr9k
January Top Advisor by Participant Outcomes (TAPO)- Barbara Delaney and StoneStreet Renaissance aim extremely high (and hit) participation rate targets
401kspecialistmag.com/januar…
StoneStreet Advisor Group Announces Name Change and Expanded Service Offerings lnkd.in/ewKiuh9
Some interesting development have been announced today
PSCA will become a membership division of the ARA, alongside four other organizations
lnkd.in/gchZtkw
A very important development! xitter.cf/GRPAdvisor/status/9315…
Major News About 401k Advocacy, Lobbying - The 401(k) Specialist bit.ly/2zJR23Q via @401kspecmag
Healthcare is often the biggest and most overlooked component to retirement planning. Read what I have to say about…lnkd.in/gAKxXH6
Demystifying Social Security moneyinc.com/demystifying-so… How much do you know about SS benefits?
15 Money Management Tips Every Recent Grad Should Memorize rd.com/advice/saving-money/m…
PSNC 2017 New Solutions Needed to Address Plan Sponsors Lifetime Income Fears lnkd.in/dxvMQ_H
PSNC 2017 New Solutions Needed to Address Plan Sponsors Lifetime Income Fears planadviser.com/PSNC-2017-Ne…
As Fiducuary rule looms, clarity concerns are raised. Read more here bit.ly/2s2qfZ1
Barbara Delaney retweeted
StoneStreet Advisor Group's Barbara Delaney explains why 401k advisers shld discuss lifetime income bit.ly/2mZlltE @SSAdvisorGroup
#LifetimeIncome. Check out my post NAPA 401(k) Summit panel commentary. lnkd.in/dpV_hjd