Committee for Sustainable Retirement Incomes

LPL Financial to Support the NGLCC to Advance LGBTQ+ Business Ownership, Expand Access to Financial Advice

Retrieved on: 
Tuesday, July 18, 2023

“LPL is proud to partner with organizations like the NGLCC and forward efforts to build a more inclusive financial service industry,” said Beth Csengody, vice president, Advisor Diversity and Inclusion Client Communities and Sustainability for LPL Financial.

Key Points: 
  • “LPL is proud to partner with organizations like the NGLCC and forward efforts to build a more inclusive financial service industry,” said Beth Csengody, vice president, Advisor Diversity and Inclusion Client Communities and Sustainability for LPL Financial.
  • The NGLCC International Business & Leadership Conference delivers innovative leadership programming, networking and engagement opportunities for more than 2,000 LGBTQ+ and allied business leaders.
  • “The NGLCC is an important advocacy organization that serves as the business voice for the LGBTQ+ Community,” said Jeremy Gussick, CFP®.
  • For more information about LPL’s social responsibility efforts, please visit LPL.com
    For more information about the 2023 NGLCC International Business & Leadership Conference, visit https://nglcc.org/nglcc23/ .

Securian Financial Makes a $3 Million Transformational Contribution to the American College Center for Economic Empowerment and Equality

Retrieved on: 
Monday, February 28, 2022

King of Prussia, PA, Feb. 28, 2022 (GLOBE NEWSWIRE) -- The American College of Financial Services is proud to announce an investment of $3 million through a combined commitment by Securian Financial and the Securian Financial Foundation in the American College Center for Economic Empowerment and Equality.

Key Points: 
  • King of Prussia, PA, Feb. 28, 2022 (GLOBE NEWSWIRE) -- The American College of Financial Services is proud to announce an investment of $3 million through a combined commitment by Securian Financial and the Securian Financial Foundation in the American College Center for Economic Empowerment and Equality.
  • The American College of Financial Services is grateful for the financial commitment from Securian Financial, which will allow the Center for Economic Empowerment and Equality to build upon existing programs and create new resources to recruit and retain more Black financial professionals, said George Nichols III, president and CEO of The American College of Financial Services.
  • The American College of Financial Services was founded in 1927 and is the nations largest nonprofit educational institution devoted to financial services.
  • Securian Financial is the marketing name for Securian Financial Group, Inc., and its subsidiaries.

Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services

Retrieved on: 
Thursday, February 24, 2022

Attendees will honor the recipients of the inaugural Women Working in Wealth Awards, created to recognize inspirational women who strive to advance other women in financial services.

Key Points: 
  • Attendees will honor the recipients of the inaugural Women Working in Wealth Awards, created to recognize inspirational women who strive to advance other women in financial services.
  • The Center for Women in Financial Services is committed to advancing women in financial services through research, education, and awareness.
  • Were excited to provide engaging content, thought leadership, and connection at our inaugural Women Working in Wealth Summit on International Women's Day, says Hilary Fiorella, Executive Director of The American College Center for Women in Financial Services.
  • The American College of Financial Services was founded in 1927 and is the nations largest nonprofit educational institution devoted to financial services.

Black Women Critical Market for Financial Services Industry, Yet Three in Five Expressed Difficulty Finding Advisors They Trust

Retrieved on: 
Tuesday, November 9, 2021

King of Prussia, PA, Nov. 09, 2021 (GLOBE NEWSWIRE) -- According to the initial Black Women, Trust, and the Financial Services Industry Study, three in five Black women expressed difficulty in finding financial professionals or advisors they trust.

Key Points: 
  • King of Prussia, PA, Nov. 09, 2021 (GLOBE NEWSWIRE) -- According to the initial Black Women, Trust, and the Financial Services Industry Study, three in five Black women expressed difficulty in finding financial professionals or advisors they trust.
  • The research underscored three cultural norms critical to Black womens financial decision-making and relationships with the financial services industry.
  • The quantitative study of 3,500 Black women explored the central reasons for and places of Black womens trust and distrust of the financial services industry.
  • The American College of Financial Services was founded in 1927 and is the nations largest nonprofit educational institution devoted to financial services.

Barry C. Wheeles named Director of Recruiting and Franchise Expansion

Retrieved on: 
Wednesday, November 3, 2021

FORT LAUDERDALE, Fla., Nov. 03, 2021 (GLOBE NEWSWIRE) -- The Retirement Income Store ( https://theretirementincomestore.com ) is proud to announce Barry C. Wheeles is now leading the market expansion and advisor recruiting efforts for our three companies: Advisors Academy, The Retirement Income Store franchise, and Sound Income Strategies SMAs and ETFs.

Key Points: 
  • FORT LAUDERDALE, Fla., Nov. 03, 2021 (GLOBE NEWSWIRE) -- The Retirement Income Store ( https://theretirementincomestore.com ) is proud to announce Barry C. Wheeles is now leading the market expansion and advisor recruiting efforts for our three companies: Advisors Academy, The Retirement Income Store franchise, and Sound Income Strategies SMAs and ETFs.
  • His experience in building strong relationships makes him the perfect fit to support the continued expansion of all three companies."
  • Barry has held sales leadership roles with Ameriprise Financial, Morgan Stanley, Waddell and Reed, and Zacks Investment Management.
  • Barry Wheeles said, At the core, we are a business-building organization that has partnered with, and helped, hundreds of advisors grow their businesses.

Foothills Financial Group, Inc. Is Now A Retirement Income Store Backed by the Strength & Resources of a National Network

Retrieved on: 
Tuesday, November 2, 2021

As a Retirement Income Store, Foothills Financial Group can help those who are retired or nearing retirement take a more sensible approach to planning and saving for retirement known as Investing for Income.

Key Points: 
  • As a Retirement Income Store, Foothills Financial Group can help those who are retired or nearing retirement take a more sensible approach to planning and saving for retirement known as Investing for Income.
  • It's this focus on education that led Foothills Financial Group to join the national network of like-minded financial advisors known as The Retirement Income Store.
  • About the Retirement Income Store: Launched nationally in January of 2019, The Retirement Income Store is a subsidiary of Sound Income Strategies, LLC.
  • Foothills Financial Group, Inc. is a franchisee of The Retirement Income Store, LLC.

TrustWealth Strategies is Now a Retirement Income Store

Retrieved on: 
Tuesday, October 19, 2021

FORT LAUDERDALE, Fla., Oct. 19, 2021 /PRNewswire/ --The Retirement Income Store ( https://theretirementincomestore.com ) is proud to announce that TrustWealth Strategies ( https://www.twealth.com ) in Indianapolis, Indiana, is now officially a Retirement Income Store.

Key Points: 
  • FORT LAUDERDALE, Fla., Oct. 19, 2021 /PRNewswire/ --The Retirement Income Store ( https://theretirementincomestore.com ) is proud to announce that TrustWealth Strategies ( https://www.twealth.com ) in Indianapolis, Indiana, is now officially a Retirement Income Store.
  • The Retirement Income Store is comprised of a national network of financial advisors who specialize in helping clients generate ongoing streams of income they can count on in retirement.
  • As a Retirement Income Store, TWS can help those who are retired or nearing retirement take a more sensible approach to planning and saving for retirement known as Investing for Income.
  • About the Retirement Income Store: Launched nationally in January 2019, The Retirement Income Store is a subsidiary of Sound Income Strategies, LLC.

CFP Board Center for Financial Planning Hosts 2021 Academic Research Colloquium for Financial Planning

Retrieved on: 
Friday, October 8, 2021

WASHINGTON, Oct. 8, 2021 /PRNewswire/ -- The CFP Board Center for Financial Planning ("Center") today announced that the fifth annual Academic Research Colloquium ("Colloquium") for financial planning and related disciplines will be held virtually on November 11-12 and 15-16, 2021.

Key Points: 
  • WASHINGTON, Oct. 8, 2021 /PRNewswire/ -- The CFP Board Center for Financial Planning ("Center") today announced that the fifth annual Academic Research Colloquium ("Colloquium") for financial planning and related disciplines will be held virtually on November 11-12 and 15-16, 2021.
  • The Colloquium is an initiative of the Center for Financial Planning, in collaboration with the Financial Planning Standards Board (FPSB) and FP Canada.
  • The 2021 Colloquium maintains a very competitive acceptance rate for research papers within financial planning and related academic disciplines.
  • "The 2021 Colloquium was not only the most competitive field for academic papers, but also promises to be the largest with an open invitation to 90,000+ CFP professionals and financial planning-related researchers from around the world," said CFP Board Center for Financial Planning Managing Director D.A.

Atlas Financial Advisory Group Is Now a Retirement Income Store

Retrieved on: 
Thursday, October 7, 2021

FORT LAUDERDALE, Fla., Oct. 7, 2021 /PRNewswire/ --The Retirement Income Store ( https://theretirementincomestore.com ) is proud to announce that Atlas Financial Advisory Group ( https://www.atlasfinancialadvisorygroup.com/ ) in Sarasota, Florida, is now officially A Retirement Income Store.

Key Points: 
  • FORT LAUDERDALE, Fla., Oct. 7, 2021 /PRNewswire/ --The Retirement Income Store ( https://theretirementincomestore.com ) is proud to announce that Atlas Financial Advisory Group ( https://www.atlasfinancialadvisorygroup.com/ ) in Sarasota, Florida, is now officially A Retirement Income Store.
  • As a Retirement Income Store, Atlas Financial Advisory Group focuses on helping those who are retired or nearing retirement take a more sensible approach to planning and saving for retirement known as Investing for Income.
  • It's this focus on education that led Atlas Financial Advisory Group to join the national network of like-minded financial advisors known as The Retirement Income Store.
  • Atlas Financial Advisory Group and Sound Income Strategies, LLC are not associated entities.Atlas Financial Advisory Group is a franchisee of The Retirement Income Store, LLC.

LPL Financial Foundation Forms Two New Partnerships to Encourage Equity in Our Industry and Communities

Retrieved on: 
Wednesday, September 15, 2021

The LPL Financial Foundation strives to support underserved communities, with an emphasis on supporting small businesses, in communities where access to capital is often limited.

Key Points: 
  • The LPL Financial Foundation strives to support underserved communities, with an emphasis on supporting small businesses, in communities where access to capital is often limited.
  • And the Foundation supports programs that promote a more diverse generation of financial professionals to strengthen the communities they represent, said LPL Financial Foundation President Tim Carter, senior vice president at LPL Financial, the major funder of LPL Financial Foundation.
  • The American College of Financial Services will use the Foundations grant to establish The LPL Financial Foundation Equity Scholars Program.
  • For more information about The LPL Financial Foundation, visit the LPL Community Involvement page .