Sponsored by SYM Financial Advisors in cooperation with the Wells County Indiana Chamber of Commerce, Unpacking the CARES Act for Business Owners includes guidance ...
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Covid-19&The Markets from 2021-03-05T20:35:35
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:
- ... Listen
Good Debt, Bad Debt - webinar from 2020-11-03T20:35:56
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? Listen
Get a Grip on your business (webinar) from 2020-09-24T19:35:55
Gain unique insight from Jill Young, certified EOS facilitator on leading your business through uncertain times.
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Wealth Planning for Business Owners from 2020-09-23T17:11:03
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 prov...
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Comprehensive Asset Management for Nonprofits from 2020-08-21T18:33:03
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 w...
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Wealth Management for Corporate Executives from 2020-08-12T16:30:06
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 ...
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Employer-Sponsored Retirement Plans at SYM Financial Advisors from 2020-06-16T17:45:09
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.
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Investing and Financial Planning for Medical and Dental Professionals from 2020-06-09T18:50:22
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 Whic...
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COVID-19 and the Markets from 2020-04-23T18:50:07
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 econ...
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Webinar: The CARES Act for Business Owners from 2020-04-13T21:11:57
Webinar: Unpacking the CARES Act for Dental Professionals from 2020-04-13T21:03:35
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,...
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The Wealth of Life: It's more than money! (with Susan Turnbull) from 2018-10-29T14:45:18
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 ...
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Do you know where your money goes when you're gone? from 2018-08-28T17:12:37
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 ass...
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The Other Talk: Talking to your kids about the rest of your life (a conversation with the author) from 2018-08-28T17:09:13
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 u...
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Roth IRAs for kids and grandkids from 2018-04-24T13:42:22
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 ...
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Paying to earn, paying to save - Understanding fees in the Employer-Sponsored Retirement Plan world from 2018-03-06T13:33:05
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...
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I'm responsible for WHAT? Understanding fiduciary roles in your company's retirement plan from 2018-02-13T13:17:16
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 yo...
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Employer-Sponsored Retirement Plans - The awesome potential in plan design from 2018-01-24T15:01:24
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...
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Part 2 - Planning In Advance Of Grief And Loss from 2017-09-28T23:57
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 cr...
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Part 1 - Planning In Advance Of Grief And Loss from 2017-09-28T23:54:57
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 surv...
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