Mar 5, 2021
SYM senior financial advisor Seth Whicker talks with Chief Investment Officer Andy Popenfoose about the impact of COVID-19 on the markets. This podcast answers questions such as:
Nov 3, 2020
This is a webinar for women about debt management and financial strategies for managing debt. This conversion answers questions such as:
Sym Financial Advisors
9100 Keystone Crossing #560,...
Sep 24, 2020
Gain unique insight from Jill Young, certified EOS facilitator on leading your business through uncertain times.
414 Townsend St # 202,...
Sep 23, 2020
SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners. Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability. This podcast answers questions such as:
Aug 21, 2020
SYM CEO Jerry Yeager, JD, joins principal and senior financial advisor Seth Whicker to discuss the ins and outs of financial planning for nonprofits. From their own experience in the nonprofit world the unique dynamics of institutional investing, Seth and Jerry offer an inside look at SYM's...