Webinar Recording | January 2023 Presented by Nate Raabe During tax season, it is the best opportunity for CPAs and advisors to market their firm by showcasing the value-added services they offer. Make sure that during your meetings, your clients are aware of the services you offer, focusing on those that are tailored specifically to […]
Last month, we held a 🎄“Christmas in July”🎄 toy drive and challenged our staff to collect as many toys as we could for pediatric patients at Faith Regional. The generosity of our employees and their families was clearly displayed as we were able to donate over 300 toys! Thanks to our employees and their families […]
Our largest camp yet, 80 kids attended! Campers raised $955 for the Norfolk Library Foundation! Check out the article written by The Norfolk Daily News!https://norfolkdailynews.com/news/lemonade-camp-raises-nearly-1-000-for-local-nonprofit/article_214e46f4-172c-11ed-8278-33069af128c6.html
Engaging Our Youth is the Key to Our Community’s Future. At Retirement Plan Consultants, we are committed to not only the clients we serve but also the community we live in. One of our favorite community initiatives is our annual Lemonade Camp, where we provide a fun and engaging experience for kids to understand the […]
SMART CONFERENCE 2022 Wednesday, June 1 – Friday, June 3 McMill Building – Norfolk, NE125 S 4th St AGENDA OVERVIEW Wednesday – June 1 10:30 – 4:30 The Basics: Training for New(er) Advisors 5:00 Drinks at Black Cow Fat Pig 6:00 Dinner at Black Cow Fat Pig Thursday – June 2 8:30 – 9:30 The […]
DALLAS – SEPTEMBER 28, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired WealthFirm, a wealth management and retirement planning firm headquartered in Nebraska. As part of the acquisition, Nancy Brozek and Jared Faltys, Co-CEOs of WealthFirm, will become Managing Partners in Integrity. Financial terms of […]
IS INFLATION HAUNTING YOUR FINANCIAL DREAMS? WHAT WE KNOW Has the specter of inflation got you spooked? Recent headlines are filled with sightings. Let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor. First and foremost, we caution against succumbing to fear […]
PROTECTING WHAT’S YOURS (WHILE YOU’RE ALIVE) Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones. If you’ve not documented your desires in advance, it can add extra stress for everyone, […]
Think Investing is a Game? Stop. David Booth – Dimensional Fund Advisors – Executive Chairman and Founder It’s easy to view the stories of market speculation that have dominated the news recently as cautionary tales for individual investors. But we can also look at the current moment as an opportunity to welcome a new group […]
Presidential Election Reflection “Over decades, it’s American innovation that succeeds, no matter what politicians do.”— David Booth, November 6, 2020 With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure. That said, who knows how long […]
