Mar 6, 2018
A few dollars here, a few dollars there - over the course of years and decades, these dollars add up. Still, most retirement investors - and retirement plan sponsors – have little or no idea how much of their retirement savings is lost each quarter to fees. Join Tom Ackmann, SYM Vice President and Qualified Plan Advisor, and Michelle Hipskind, Financial Advisor, for a succinct and sometimes surprising "inside look" at the workings of fee structures within retirement plans. In this podcast, Tom and Michelle help you to follow the money, to better understand who is earning what, and making it clear who is paying for it. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.
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Sym Financial Advisors
https://www.sym.com
9100 Keystone Crossing #560, Indianapolis, IN 46240
(800) 888-7968
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414 Townsend St # 202, Midland, MI 48640
(989) 631-0244
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4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
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7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
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801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
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