Associated tags: Financial adviser, Accounting, VAI, SIPC, Retirement, LSF, VSI, FINRA, Form, Insurance, Senior, LSA, Financial services, Mutual fund, Prospectus, Open-ended fund company, News
Locations: PONTE VEDRA BEACH, FL, US, GEORGIA, MASSACHUSETTS, OREGON, LOS ANGELES, FLORIDA, OHIO, CALIFORNIA, TEXAS, ILLINOIS, UTAH, SOUTH CAROLINA, CHICAGO
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Insurance Senior Vice President - Retirement Kristine Kopsiaftis Lampert and Vice President - Retirement Christine Graves Scott serve the executive benefits needs of public or private companies, helping position their clients to attract and retain key talent through the use of purposefully designed benefit and reward strategies.
Key Points:
- Senior Vice President - Retirement Kristine Kopsiaftis Lampert and Vice President - Retirement Christine Graves Scott serve the executive benefits needs of public or private companies, helping position their clients to attract and retain key talent through the use of purposefully designed benefit and reward strategies.
- Thoughtful business planning and optimizing the use of insurance products, said Kristine, can change the lives and futures of families.
- Christine said, I am excited when I see women move into executive benefits services.
- Kristine Lampert and Christine Scott distinguish themselves in the field of deferred compensation and executive benefits through their thorough, creative and thoughtful benefit plan design that supports the goals of both plan participants and plan providers.
Retrieved on:
Thursday, October 6, 2022
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Insurance ATLANTA, Oct. 06, 2022 (GLOBE NEWSWIRE) -- Phillip L Currie, Jr., Senior Vice President - Retirement at Fulcrum Partners, a OneDigital Company, was among the featured speakers at the 2022 PLANADVISER National Conference, PANC.
Key Points:
- ATLANTA, Oct. 06, 2022 (GLOBE NEWSWIRE) -- Phillip L Currie, Jr., Senior Vice President - Retirement at Fulcrum Partners, a OneDigital Company, was among the featured speakers at the 2022 PLANADVISER National Conference, PANC.
- Both organizations and employees are looking for guidance in creating stability and growth in todays unpredictable work environment, said Phil.
- They are turning to plan advisors, financial planners and other retirement and compensation experts to offer them solutions and help guide them.
- Executive benefit planning and the opportunities inherent in deferred compensation can provide answers to many of the problems they are trying to solve.
Retrieved on:
Tuesday, September 20, 2022
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Insurance ATLANTA, Sept. 20, 2022 (GLOBE NEWSWIRE) -- Vice Presidents Retirement, Chris Nyland and Kenny DePaola of Fulcrum Partners, a OneDigital Company, will be featured presenters at the upcoming NAIFA Advanced Practice Symposia .
Key Points:
- ATLANTA, Sept. 20, 2022 (GLOBE NEWSWIRE) -- Vice Presidents Retirement, Chris Nyland and Kenny DePaola of Fulcrum Partners, a OneDigital Company, will be featured presenters at the upcoming NAIFA Advanced Practice Symposia .
- Chris Nyland and Kenny DePaola will address the topic of Expanding Your Business Client Opportunities with Nonqualified Benefits.
- To learn more about nonqualified deferred compensation, contact any member of the executive benefits team .
- For weekly insights about deferred compensation and other executive benefits strategies, follow Deferred Compensation News.
Retrieved on:
Thursday, September 1, 2022
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Mutual fund ATLANTA, Sept. 01, 2022 (GLOBE NEWSWIRE) -- Andy Hart has been a leader in the executive benefits industry for more than twenty-five years, most recently as Senior Vice President, Retirement at Fulcrum Partners, a OneDigital Company.
Key Points:
- ATLANTA, Sept. 01, 2022 (GLOBE NEWSWIRE) -- Andy Hart has been a leader in the executive benefits industry for more than twenty-five years, most recently as Senior Vice President, Retirement at Fulcrum Partners, a OneDigital Company.
- As part of the OneDigital executive benefits team, Andy served the deferred compensation and retirement benefits needs of client companies from Washington D.C. to Honolulu, Hawaii.
- Chris Nyland, Senior Vice President, and others on the OneDigital Executive Benefits Team, said Andy, will continue to support and serve the clients who entrusted our organization and me with their executive benefits needs.
- It has been my privilege and honor to serve our clients and work alongside my colleagues at Fulcrum Partners and as part of the OneDigital executive benefits team.
Retrieved on:
Wednesday, August 17, 2022
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Mutual fund ATLANTA, Aug. 17, 2022 (GLOBE NEWSWIRE) -- Steve Broadbent and Sam Robert of Fulcrum Partners, a OneDigital Company, will be featured presenters at the upcoming NAIFA Apex Sales Summit and Conference.
Key Points:
- ATLANTA, Aug. 17, 2022 (GLOBE NEWSWIRE) -- Steve Broadbent and Sam Robert of Fulcrum Partners, a OneDigital Company, will be featured presenters at the upcoming NAIFA Apex Sales Summit and Conference.
- Speaking on Expanding Your Market Into Nonqualified Benefits, the information-loaded presentation will be part of the NAIFA Apex Learning Lab, sponsored by Fulcrum Partners, a OneDigital Company.
- NAIFAS APEX 2022 Sales Summit for the American Advisor has been purposefully designed to serve American advisors focused on increasing performance and production.
- Vice President Retirement, Sam Robert , said, Adding nonqualified deferred compensation planning to the services financial professionals provide or facilitate starts with identifying which of their clients might benefit from this strategy.
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Mutual fund ATLANTA, July 26, 2022 (GLOBE NEWSWIRE) -- Mike Powers has been recognized by Fulcrum Partners , a OneDigital Company, as a Catalyst Leader 2022.
Key Points:
- ATLANTA, July 26, 2022 (GLOBE NEWSWIRE) -- Mike Powers has been recognized by Fulcrum Partners , a OneDigital Company, as a Catalyst Leader 2022.
- Catalyst leaders, said Fulcrum Partners Senior Vice President Kristine Kopsiaftis Lambert , demonstrate commitment, service and exemplary leadership.
- Mike joined the Fulcrum Partners team in 2019 as the firms Chief Administrative Officer.
- Learn more about Mike Powers and other executive benefits specialists at Fulcrum Partners, a OneDigital Company ( fulcrumpartnersllc.com/team/ ).
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Insurance ATLANTA, July 19, 2022 (GLOBE NEWSWIRE) -- Fulcrum Partners , a OneDigital Company, announces an all-access nonqualified deferred compensation webinar hosted by Senior Vice President - Retirement Phil Currie .
Key Points:
- ATLANTA, July 19, 2022 (GLOBE NEWSWIRE) -- Fulcrum Partners , a OneDigital Company, announces an all-access nonqualified deferred compensation webinar hosted by Senior Vice President - Retirement Phil Currie .
- Using the nonqualified deferred compensation contracts of widely known professional athletes as examples, Phil explains how similarly structured deferred compensation and reward plans can be used by businesses and organizations.
- Many companies, said Phil, recognize the value of deferred compensation agreements.
- For weekly insights about nonqualified deferred compensation and other executive benefits strategies, follow Deferred Compensation News .
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Insurance ATLANTA, June 21, 2022 (GLOBE NEWSWIRE) -- Fulcrum Partners, a OneDigital Company, announced Sam Robert as a 2022 Catalyst Leader.
Key Points:
- ATLANTA, June 21, 2022 (GLOBE NEWSWIRE) -- Fulcrum Partners, a OneDigital Company, announced Sam Robert as a 2022 Catalyst Leader.
- He is the fourth member of the Fulcrum Partners team to receive recognition as a Catalyst Leader in 2022, joining company Vice Presidents Retirement, Kenny DePaola , Christine Scott and Adam Monson .
- As part of Fulcrum Partners, a OneDigital company, Sam is positioned to deliver what we believe is the most holistic, comprehensive client service available in the industry.
- Learn more about Sam Robert and all the executive benefits specialists at Fulcrum Partners, a OneDigital Company ( fulcrumpartnersllc.com/team/ ).
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Insurance As part of OneDigital, the team at Fulcrum Partners is uniquely positioned to support clients with a comprehensive, single-source holistic workforce strategy.
Key Points:
- As part of OneDigital, the team at Fulcrum Partners is uniquely positioned to support clients with a comprehensive, single-source holistic workforce strategy.
- Our executive benefits team is respected as one of the nations top providers of nonqualified plan consulting, said Fulcrum Partners Managing Director Mike Powers .
- Now, as part of OneDigital, we provide a depth and breadth of support few, if any, executive benefits firms can offer.
- Learn more about the executive benefits specialists at Fulcrum Partners, a OneDigital Company ( fulcrumpartnersllc.com/team/ ).
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Insurance ATLANTA, June 09, 2022 (GLOBE NEWSWIRE) -- Fulcrum Partners , a OneDigital Company announces the release of a new webinar by Senior Vice President- Retirement Steve Broadbent.
Key Points:
- ATLANTA, June 09, 2022 (GLOBE NEWSWIRE) -- Fulcrum Partners , a OneDigital Company announces the release of a new webinar by Senior Vice President- Retirement Steve Broadbent.
- Discussing IRS Audits and the NQDC Plan, Steve Broadbent looks at how the IRS Audit Guide, updated in 2021, provides valued insights for plan sponsors of nonqualified deferred compensation plans (NQDC).
- No preregistration is required to view IRS Audits and the NQDC Plan with Steve Broadbent.
- Viewers with questions or who would like to be contacted after watching the webinar are invited to contact Steve Broadbent directly.
