Kaseman Beckman Advanced Strategies

The Society of Financial Service Professionals Elects 2023-2024 Executive Committee

Retrieved on: 
Thursday, October 12, 2023
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ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP) has elected its executive committee for 2023-2024 as well as three new members of its board of directors. Serving on the executive committee of FSP's board are:

Key Points: 
  • The Society of Financial Service Professionals (FSP) has elected its executive committee for 2023-2024 as well as three new members of its board of directors.
  • ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP) has elected its executive committee for 2023-2024 as well as three new members of its board of directors.
  • The new executive committee's term began on September 1.
  • They are:
    Jacqueline A. Baldwin, CLTC, a financial advisor with B & L Financial Architect in South Windsor, CT
    Nick Elbert, CLU, LTCP, vice president of sales for OCI Insurance and Financial Services in Elkhorn, NE
    John Rousos, CLU, a partner with Financial Strategies Group, LLP, Raleigh, NC

FSP Names Andrew Rinn 2023-2024 National President-Elect

Retrieved on: 
Wednesday, October 11, 2023
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ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Andrew J. Rinn, JD, CFP, CLU, ChFC, to the office of national president-elect for 2023-2024. He assumed office on September 1.

Key Points: 
  • ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Andrew J. Rinn, JD, CFP, CLU, ChFC, to the office of national president-elect for 2023-2024.
  • Mr. Rinn is a frequent speaker at industry meetings, including Forum 400, Clinic for Advanced Professionals, NAIA Performance and Purpose Forum, AALU National Meeting, and LIMRA Advanced Sales Forum.
  • Mr. Rinn is an active member of the National Association of Insurance and Financial Advisors (NAIFA).
  • Mr. Rinn has been an active member of FSP since 2000; prior to being elected to FSP's national board in 2022 he served as a past president of FSP's Des Moines chapter.

TruChoice Launches New Online Calculators

Retrieved on: 
Thursday, February 16, 2023
Kaseman Beckman Advanced Strategies, Retirement, Internal rate of return, TruChoice Federal Credit Union, Life expectancy, Longevity, Life insurance

MINNEAPOLIS, Feb. 16, 2023 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of insurance products in the financial services industry, is augmenting its lineup of technology tools that can help financial professionals and their clients to be better prepared when developing retirement income strategies.

Key Points: 
  • MINNEAPOLIS, Feb. 16, 2023 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of insurance products in the financial services industry, is augmenting its lineup of technology tools that can help financial professionals and their clients to be better prepared when developing retirement income strategies.
  • The two new calculators focus on evaluating ongoing income flows and addressing withdrawal rate risk.
  • And the Withdrawal Rate Calculator is a great tool for evaluating the withdrawal rate for clients.
  • We're committed to providing useful tools for financial professionals, and these two diagnostic calculators are powerful additions to our current offerings."

Doug Magee joins Day & Zimmermann as President of Government Services

Retrieved on: 
Thursday, January 5, 2023
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PHILADELPHIA, Jan. 5, 2023 /PRNewswire/ -- Day & Zimmermann (D&Z), the 120-year-old, family-owned provider of construction & engineering, staffing, and defense solutions for leading corporations and governments around the world, announced today that Doug Magee has joined Day & Zimmermann as President of the company's Government Services Group.

Key Points: 
  • PHILADELPHIA, Jan. 5, 2023 /PRNewswire/ -- Day & Zimmermann (D&Z), the 120-year-old, family-owned provider of construction & engineering, staffing, and defense solutions for leading corporations and governments around the world, announced today that Doug Magee has joined Day & Zimmermann as President of the company's Government Services Group.
  • Magee is a veteran of the US Army (1994-1998) and began his professional career in operations with Kellogg, Brown and Root (KBR) in their Government Services Division following his service.
  • He has held several business development and operations roles with companies such as DynCorp International, Kaseman, Michael Baker International, and Comprehensive Health Services.
  • During his time there, he oversaw and grew operations delivering services in facilities maintenance, base operating support and multi-functional logistics, including transportation, equipment maintenance and supply services.

Firefly Aerospace Names Bill Weber as CEO

Retrieved on: 
Thursday, September 1, 2022
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CEDAR PARK, Texas, Sept. 1, 2022 /PRNewswire/ -- Firefly Aerospace ("Firefly" or "Company"), an emerging leader in economical launch vehicles, spacecraft, and in-space services, announced today that long-time aerospace and defense executive, Bill Weber, has been named the Company's CEO, effective immediately. Firefly is a portfolio company of AE Industrial Partners ("AEI"), a U.S.-based private equity firm specializing in aerospace, defense & government services, space, power & utility services, and specialty industrial markets.

Key Points: 
  • CEDAR PARK, Texas, Sept. 1, 2022 /PRNewswire/ -- Firefly Aerospace ("Firefly" or "Company"), an emerging leader in economical launch vehicles, spacecraft, and in-space services, announced today that long-time aerospace and defense executive, Bill Weber, has been named the Company's CEO, effective immediately.
  • Firefly is a portfolio company of AE Industrial Partners ("AEI"), a U.S.-based private equity firm specializing in aerospace, defense & government services, space, power & utility services, and specialty industrial markets.
  • On behalf of the Firefly and AEI teams, I welcome him to the Company."
  • Prior to KeyW, Mr. Weber served as President and Chief Operating Officer of XLA, a privately-held national security and diplomacy technology firm.

TruChoice Expands Tax Resource Offerings for Financial Professionals

Retrieved on: 
Wednesday, October 6, 2021
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MINNEAPOLIS, Oct. 06, 2021 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, is expanding its library of tax resources available for financial professionals.

Key Points: 
  • MINNEAPOLIS, Oct. 06, 2021 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, is expanding its library of tax resources available for financial professionals.
  • To help financial professionals take advantage of this opportunity to educate clients about the potential need to build solutions for taxation risk, using fixed insurance products, into their retirement strategies, TruChoice offers a variety of tax resources.
  • Roman is also available for one-on-one consultations with financial professionals as a benefit of working with TruChoice.
  • "Our Product & Advanced Strategies team is an additional resource available to financial professionals who have questions about incorporating taxes into client conversations or require consultation on specific cases."

FIG Announces Leader for Advanced Strategies Division

Retrieved on: 
Wednesday, August 11, 2021
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FIG's Advanced Strategies division was created to assist financial professionals with the complexities associated with the business owner and affluent marketplaces and navigate the unprecedented changes to federal tax law currently being proposed.

Key Points: 
  • FIG's Advanced Strategies division was created to assist financial professionals with the complexities associated with the business owner and affluent marketplaces and navigate the unprecedented changes to federal tax law currently being proposed.
  • FIG CO-CEO Mike Mullan said: "At FIG, our Advanced Strategies team of tax and estate planners are here to help our financial professionals bring their clients unique solutions that provide better overall outcomes.
  • Director of Advanced Strategies Jeremy Green said: "I am thrilled to join the Advanced Strategies team and continue to bring FIG's wealth management and tax expertise to clients in the most comprehensive manner, utilizing the offerings of the FIG platform.
  • FIG is a financial services conglomerate and national leader in the independent marketing organization (IMO) and field marketing organization (FMO) industry.