SYM Financial Advisors Podcast

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://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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

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 Advisor, Cloverleaf Advisory Group
Dr. Brad Stutler, Stutler Dental Care

The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Joe Cohen, Barrett McNagny Attorneys at Law, Nathan Courtney, Angie Daugherty, Cloverleaf Advisory Group, Dr. Brad Stutler, or Stutler Dental Care. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

_________________

Sym Financial Advisors
https://www.sym.com">https://www.sym.com
/>9100 Keystone Crossing #560, Indianapolis, IN 46240
(800) 888-7968
https://g.page/sym-financial-advisors-in?share">https://g.page/sym-financial-advisors-in?share

414 Townsend St # 202, Midland, MI 48640
(989) 631-0244
https://g.page/sym-financial-advisors-midland?share">https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm">https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share">https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm">https://g.page/sym-financial-advisors-winona?gm

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 leave for our families, friends, communities, and the generations that will follow. To access the print materials referenced in the podcast, visit the podcast page on SYM's website. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Susan Turnbull or Personal Legacy Advisors, Inc. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

_______________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

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 material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

_______________________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

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 material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

__________________________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

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 opportunity for adults and teens alike. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

__________________________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

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 surprising "inside look" at the workings of fee structures within retirement plans. In this podcast, Tom and Michelle help you to follow the money, to better understand who is earning what, and making it clear who is paying for it. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

_____________________________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

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 Advisor Michelle Hipskind for a short but eye-opening peek behind the curtains. What you learn may save your company, and your employees, valuable time and dollars. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

____________________________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

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 straightforward advice designed to serve the best interest of you - the plan sponsor. Retirement plans can accomplish a wider set of objectives than most business owners realize, so don’t miss this chance to tune in and learn. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

__________________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm