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 and the unique dynamics of institutional investing, Seth and Jerry offer an inside look at SYM’s services.
SYM senior financial advisor and principal Sarah Delahanty joins SYM’s Seth Whicker to discuss the unique needs of corporate executives in this podcast. Topics include stock options and grants, diversification, deferred compensation, and time management for executives.
Join SYM principals and financial advisors Seth Whicker and Tom Ackmann as they discuss what makes Employer-Sponsored Retirement Plans unique. From fees and fiduciary to accomplishing your goals for your employees’ retirement, Seth and Tom explain how to look for and secure a truly trusted financial advisor.
Join SYM principals and financial advisors Seth Whicker and Rick Harrison as they discuss what makes financial planning for the healthcare professional unique. From student loan debt to ballooning earnings to practice ownership, Rick and Seth explain how to look for and secure a truly trusted financial advisor.
This April 2020 podcast explores the coronavirus pandemic from the inside – literally. Observing proper social distancing protocol. SYM advisors Seth Whicker and Andy Popenfoose explore the economic conditions surrounding this time of uncertainty, including parts of the CARES Act and market responses.
Brad Duling, CFP®, Financial Advisor and Partner, interviews the author of “The Other Talk” and asks key questions about the process of communicating later-in-life wishes within a family. Join us for a behind-the-scenes look at this much-used SYM planning resource.
Join SYM Financial Advisor Michelle Hipskind in a story-filed, engaging discussion about the value of making sure you have the proper beneficiary designations on your bank accounts and other assets. What the topic lacks in glamour, it makes up for in importance!
In this podcast, we continue the discussion of documenting your family financial information for the benefit of survivors when families experience death or incapacitating illness, with a step-by-step plan for creating a financial inventory in case of emergency. Featuring Andy Popenfoose and Sarah Delahanty of SYM.
Who takes the lead in your financial relationships? Every family unit includes people with different areas of comfort in financial decision making. In times of loss, it becomes vital that survivors know enough about the family finances to take the reins when necessary. This podcast features SYM’s Andy Popenfoose and Sarah Delahanty.
Are you responsible for choosing a new retirement plan for your company? Are you responsible for evaluating your current one? SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind offer valuable insight into factors to consider so your plan fits your needs. From employee retention to maximizing owner benefits, tune in to this podcast hear straightforward advice designed to serve the best interest of you – the plan sponsor.
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(317) 848-2180
9100 Keystone Crossing #560,
Indianapolis, IN 46240
(317) 848-2180
9100 Keystone Crossing #560,
Indianapolis, IN 46240
* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.
The opinions expressed herein are those of SYM Financial Corporation (“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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