Roland Southard and his wife, Celeste, were featured in our March 2014 Steward. Roland is currently back in Vietnam is support of his work with the D.O.V.E. Fund, a …
2014 Year in Review – Special Feature
2014 Review “It was the best of times, it was the worst of times….” The often-quoted opening line of Charles Dickens’s Magnum Opus, A Tale of Two Cities might be …
Global Thought – Special Feature
A Holiday Gift for Everyone This article is offered by one of our money managers, Global Financial Private Capital. It does such a nice job of cutting through the clutter …
Bonus Off the Record Evening Session
JUST ADDED! A Special Evening Session! You’re aware of our Evening Session series. Please join us for a special one-night-only event. Beginning October 23rd, we started hosting five educational sessions …
Off the Record Evening Sessions: Fall/Winter 2014
The next series of Evening Sessions has started! Beginning October 23rd, we started hosting five educational sessions every other Thursday at 5:30 in our office. The sessions are based on …
Off the Record Evening Sessions: Fall 2014
The next series of Evening Sessions is here! Beginning October 23rd, we will host five educational sessions every other Thursday at 5:30 in our office. The sessions are based on …
Special Feature – Estate Planning
“Should I Do a Will or a Living Trust?” A lot of people ask me: “Which is better, a Will or a Living Trust?” The answer is my favorite “lawyer …
Retirement Elevated
As you may be aware, we will be teaching classes at BGSU at Levis Commons called Retirement Elevated. These classes are designed to offer the current or aspiring retiree a …
Port of Call Appreciation Event
S.S. Financial Freedom Port of Call During our most recent Port of Call appreciation event, guests set sail into the sunset aboard the S.S. Financial Freedom. Our evening at the …
Retirement Advisor Magazine Update
In a previous Steward issue, it was mentioned that I was asked to become a monthly magazine columnist, focusing on retirement planning concepts for a national audience of financial advisors. …