Open-ended fund company

Recognizing Kristine Lampert and Christine Scott, OneDigital Executive Benefits Team

Retrieved on: 
Monday, October 31, 2022
CLU, Woman, Chartered financial consultant, LSA, Industry, The American College of Financial Services, Mass communication, Ageing, Old Dominion University, Organization, Financial Industry Regulatory Authority, Retirement, LSF, VSI, James Madison University, GLOBE, FINRA, Technology, National Association, New England Patriots, Accounting, New England, Female, SEC, Form, Open-ended fund company, Prospectus, SIPC, Male, Bentley University, VAI, AIF, NAPA, Certification, 1977 National Women's Conference, Goal, LLC, Financial adviser, Life insurance, Financial services, Education, Mutual fund, Science, 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.

Magnifi Survey Finds More Than Half of Americans Not on Track to Achieve Financial Goals This Year

Retrieved on: 
Monday, October 31, 2022
Emotion, Multimedia, Standard & Poor's Depositary Receipts, SEP, Standard, Income, General manager, Chocolate, Open-ended fund company, Risk, ETF, Investment, 401(k), Prospectus, Intelligence, Index, Video magnifier, IRAS, Panic, United States Census, Technology, News, NEW, Distillation, Gold, Ageing, Goal, Face, Fear, Renewable energy, Financial adviser, Online shopping, Security (finance)

BOULDER, Colo. and NEW YORK, Oct. 31, 2022 /PRNewswire/ -- In a recent survey conducted by Magnifi, 58 percent of Americans are either not on track or don't know if they are on track to achieve their financial goals in 2022. To help people get closer to reaching their goals, Magnifi, the investing marketplace from TIFIN, is offering year-end investing tips.

Key Points: 
  • BOULDER, Colo. and NEW YORK, Oct. 31, 2022 /PRNewswire/ -- In a recent survey conducted by Magnifi , 58 percent of Americans are either not on track or don't know if they are on track to achieve their financial goals in 2022.
  • To help people get closer to reaching their goals, Magnifi, the investing marketplace from TIFIN , is offering year-end investing tips.
  • The experts at Magnifi suggest investors consider the following before the end of the year:
    Don't be afraid to get started.
  • "Our survey showed that half of Americans think you need more than $500 to start investing, but that's just not true.

OneDigital’s Phil Currie Among Featured Presenters at 2022 PLANADVISER National Conference

Retrieved on: 
Thursday, October 6, 2022
VAI, LSF, Retirement, Open-ended fund company, SEC, PANC, Growth, Conference, LLC, Organization, Hosting, Senior, Technology, LSA, Industry, SIPC, FINRA, Form, GLOBE, Accounting, Prospectus, VSI, Solution, Leadership, Financial services, Financial adviser, Mutual fund, 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.

Executive Benefits Team to Present at NAIFA Advanced Practice Symposia

Retrieved on: 
Tuesday, September 20, 2022
Form, VSI, FINRA, LSA, LLC, FSP, Retirement, Growth, SIPC, Industry, LSF, CFP, 2011 New Year Honours (New Zealand), Technology, Accounting, Open-ended fund company, VAI, National Association, Prospectus, GLOBE, SEC, Special adviser (UK), Society, Financial adviser, Financial services, Mutual fund, 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.

OneDigital Executive Benefits Team Announces the Retirement of Andy Hart

Retrieved on: 
Thursday, September 1, 2022
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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.

Steve Broadbent and Sam Robert Will Present at NAIFA Sales Summit

Retrieved on: 
Wednesday, August 17, 2022
FINRA, Arizona Biltmore Hotel, Industry, Accounting, GLOBE, Form, Technology, Growth, SEC, Prospectus, LLC, Open-ended fund company, American Advisors Group, VSI, SIPC, Retirement, LSF, LSA, VAI, Conference, Financial adviser, Life insurance, Financial services, Insurance, 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.

Mike Powers, Fulcrum Partners, Recognized as a Catalyst Leader 2022

Retrieved on: 
Tuesday, July 26, 2022
Acquisition, LSF, GLOBE, Open-ended fund company, Industry, Accident, SEC, FINRA, Mike Powers, SIPC, Retirement, BS, Nurse–client relationship, Prospectus, VSI, LSA, Organization, Business administration, Technology, Executive director, Miami University, Â, Catalysis, Accounting, LLC, VAI, Form, Management, Financial services, Financial adviser, Insurance, 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/ ).

Phil Currie Hosts Webinar on Deferred Compensation Strategies

Retrieved on: 
Tuesday, July 19, 2022
Retirement, SEC, Athlete, Prospectus, Serbisyo All Access, LSA, GLOBE, Technology, FINRA, LLC, SIPC, LSF, VSI, VAI, Accounting, Form, Organization, Industry, Home run, Senior, Open-ended fund company, Contract, Life insurance, Financial services, Financial adviser, Mutual fund, 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 .

Legal-Bay Pre Settlement Funding Announces Updates to Hernia Mesh Lawsuits

Retrieved on: 
Monday, July 18, 2022
Open-ended fund company, CEO, LLC, HERE, Injury, Hernia, Pharmaceutical industry, Insurance, Tobacco

JERSEY CITY, N.J., July 18, 2022 /PRNewswire/ -- Legal-Bay LLC, The Pre-settlement Funding Company, announced today that there may be some resolve on the horizon for hernia mesh litigants. Plaintiffs who allege their hernia mesh devices were defective and caused physical injury have filed multiple lawsuits claiming certain devices were rushed to market, bypassing proper safety testing. Top manufacturers have recently lost bellwether trials, signaling a shift toward settling cases sooner than expected.  

Key Points: 
  • Lawsuit funding company says hernia mesh manufacturers have lost several recent bellwether trials resulting in large awards; more settlements expected.
  • Plaintiffs who allege their hernia mesh devices were defective and caused physical injury have filed multiple lawsuits claiming certain devices were rushed to market, bypassing proper safety testing.
  • If you need a settlement loan from your hernia mesh lawsuit, please apply HERE or call toll-free 877.571.0405.
  • If you require a cash advance loan settlement from your hernia mesh lawsuit, please visit Legal-Bay HERE or call 877.571.0405

Sam Robert Recognized as Catalyst Leader by Fulcrum Partners, a OneDigital Company

Retrieved on: 
Tuesday, June 21, 2022
Financial Industry Regulatory Authority, Solution, LSA, Industry, LSF, Technology, Open-ended fund company, Prospectus, LLC, Accounting, Mentorship, University, Retirement, SEC, Workforce, VAI, Sam, SIPC, VSI, FINRA, Form, Moses Austin, Organization, GLOBE, Private investigator, Management, Financial adviser, Financial services, Mutual fund, 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/ ).