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SYM Financial Advisors Welcomes Black and Slocum as Partners

July 31, 2019

PRESS RELEASE SYM FINANCIAL ADVISORS WELCOMES BLACK AND SLOCUM AS PARTNERS SYM Financial Advisors is pleased to welcome Kris Black, CPA and Jonathan Slocum, CFP®, as its newest partners. Black serves as SYM’s Chief Financial Officer. She earned a Bachelor of Science in business accounting from Indiana University Bloomington and is a Certified Public Accountant. She joined SYM in 2012. Black is a member of the Indiana CPA Society and the American Institute of Certified

Book cover of "The Other Talk: A Guide to Talking with Your Adult Children About the Rest of Your Life" by Tim Prosch. It shows an older couple walking with two children and an adult, with a beach setting in the background. A recommendation from AARP is at the top.

The Other Talk: A Conversation with the Author – Podcast

July 19, 2019

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.

A man and a woman are standing in an office hallway, looking at a document together. The man is wearing a blazer and the woman is in business casual attire. They are near a large window and a closed door, with office furniture visible in the background.

Where Will Your Money Go When You’re Gone? – podcast

July 19, 2019

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!

A person in a yellow jacket carrying a large backpack stands on a rocky and grassy terrain, looking out into the distance where heavy fog obscures the view of distant mountains.

Planning in Advance of Grief and Loss” Podcast Part 2

July 1, 2019

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.

Close-up of a person's arm flexing their bicep against a white background. The arm is muscular, and the person is shirtless, showcasing the definition and strength of the bicep.

The Awesome Potential in Plan Design – 401(k) podcast

July 1, 2019

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.

Roth IRAs for Kids and Grandkids – podcast

July 1, 2019

As parents and grandparents, we want to do all we can to lead our kids to a financially sound future. In this podcast Steve Yeager, Senior Vice President at SYM Financial Advisors, explains the process of using the Roth IRA in a unique way – to encourage, teach, and assist kids in saving for their retirement, as young as 12 or 13. Add the power of compound interest and this becomes an exciting opportunity for

SYM Financial Advisors Welcomes Black and Slocum as Partners

The Other Talk: A Conversation with the Author – Podcast

Where Will Your Money Go When You’re Gone? – podcast

Planning in Advance of Grief and Loss” Podcast Part 2

The Awesome Potential in Plan Design – 401(k) podcast

Roth IRAs for Kids and Grandkids – podcast

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