Chief Retirement Officer and Fiduciary Financial Advisor
Naperville, IL
Joined December 2008
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I had the great opportunity to talk with @Edlong President and CEO Laurette Rondenet on her podcast: Owning Your Legacy.
She asked me how I would define #servantleadership. You can see my answer via the following clip.
To listen to the entire podcast: spoti.fi/3Mv7iYe
Live a meaningful life on your terms.
Join me and Fiduciary Financial Partners on Thursday 9/30 at 1p CST for our “Living Life by Design” Webcast.
We'll talk values, goals & time.
RSVP ⬇️
ow.ly/ZPqf50GfjEX
#Finance #Fiduciary #FinancialPlanning #SelfCare
Live Webcast - April 23, 2020 - 12:00-1:00 PM CT
Join us for a review of Q1 2020 capital market performance during a quarter which felt the impact of COVID-19 & the Russian-Saudi oil price war followed by Q&A.
Click to Register: ow.ly/l2DK50zkHoT
Nick Economos retweeted
It’s a powder day! We received 10 inches of new snow overnight, 14 inches in 24 hours. #SnowAlert #utwx
Nick Economos retweeted
Miss our webinar on managing investments last week? Watch it on demand now for five informed decisions every investor needs to make: #AssetAllocation #Diversification #ActivePassive #Rebalancing #DIY/#TargetDateFunds/#FiduciaryAdvisor. fiduciaryfinancialpartners.c…
Miss our webinar on managing investments last week? Watch it on demand now for five informed decisions every investor needs to make: #AssetAllocation #Diversification #ActivePassive #Rebalancing #DIY/#TargetDateFunds/#FiduciaryAdvisor. fiduciaryfinancialpartners.c…
Great day/night with Martha at the #eochicago holiday party @ The Langham, Chicago instagram.com/p/B5wtnaKH3HtP…
Retirement plan sponsors — The IRS announced increased retirement contribution limits for tax year 2020. For a quick summary, read our blog post and download the infographic. fiduciaryfinancialpartners.c… #401k #retirement #plansponsor
Great time at the Smash ALS Bash hanging with 3 Chicagoland legends - Cory Sanderson, Dan Hampton and Steve McMichael @alterbeer #betathetapi #purdue instagram.com/p/B5EmLEcnOItG…
Financial plan creation in three simplified steps — Our latest webinar recap continues the financial decluttering and planning Marie Kondo style to help spark retirement Joy
fiduciaryfinancialpartners.c… #Fiduciary #FinancialPlanning
Updates from the IRS! Here are the final regulations on 401(k) Hardship Distributions
compliancedashboard.net/irs-…
Does your state mandate a workplace retirement savings plan? If so, best to know the rules. If not, is it time to consider starting your own plan?
cri.georgetown.edu/wp-conten…
A new PSCA survey finds that interest in financial wellness programs are growing, and participation rates and contribution rates are climbing. Read more >>
401kspecialistmag.com/climbi…
Recent 401(k) lawsuits becoming more complicated as they involve issues that are complex and granular. Read more >>
investmentnews.com/article/2…
ERISA Need-to-Knows: What is an ERISA Fidelity Bond?
ntsa-net.org/news-resources/…
The IRS has finalized 401(k) hardship distribution regulations. Here's what you need to know >>
401kspecialistmag.com/adopte…
Great day at #eochicago learning day with the founder of UGG @briansmithugg sharing his experience with the birth of a billion dollar brand. @ The Dalcy instagram.com/p/B3crw9iHob6Y…
3 valuable lessons learned from recent 401(k) And 403(b) class action settlements
natlawreview.com/article/3-l…