Take a look at our Vice President of Retirement Plan Services, Ken Parkinson’s, take on the Department of Labor Conflict of Interest Rule! Follow the link below. WHAT’S OLD IS NEW AGAIN
April 2017
Check out our Community Involvement story, part 2. Scott Reed is engaged in various charitable efforts for the community, The United Way being one of the most significant. His grandfather helped start Lee United Neighbors, which was a predecessor to The United Way. Since then, his father worked for the organization for years and he...
In addition to helping our clients, we also believe that investing in our community is vital! Take a look at the video below to get an idea of how we are involved. https://youtu.be/NCdAZ_U1dEI
Scott’s book, Top 40 Rules of Investing, is an engaging and thoughtful guide down the path of successful investing practices. It is a quick read that equips you with the tools and assurance you need to make educated and informed investment decisions. Watch the video below to learn more about what led Scott to write...
Photos from Scott’s presentation at Lunching with Books on March 22nd at the Lee County Library. Thank you to everyone who attended the event! If you missed it and would like to show the Lee County Library your support, remember that Lunching with Books takes place every third Wednesday of the month! Lee County Library...