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SYM Financial Advisors Podcast

Nov 3, 2020

This is a webinar for women about debt management and financial strategies for managing debt.  This conversion answers questions such as:

  • Should I pay off my mortgage?
  • What is debt consolidation? 
  • How does debt consolidation work?

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Sym Financial Advisors
https://www.sym.com
9100 Keystone Crossing #560,...


Sep 24, 2020

Gain unique insight from Jill Young, certified EOS facilitator on leading your business through uncertain times.

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Sym Financial Advisors
https://www.sym.com
9100 Keystone Crossing #560, Indianapolis, IN 46240
(800) 888-7968
https://g.page/sym-financial-advisors-in?share

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: 

  • When should I sell my business?
  • How do I sell my...


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...


Aug 12, 2020

SYM senior financial advisor and principal Sarah Delahanty discusses the unique needs of corporate executives in this podcast. Topics include stock options and grants, diversification, deferred compensation, and time management for executives.  

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Sym Financial Advisors
https://www.sym.com
9100 Keystone...