Listen to get the Ten Commandments of Solving Issues in business and gain guidance from certified EOS implementor Jill Young.

Panelists:

Seth Whicker, CFP®, MS, Principal and Senior Financial Advisor at SYM Financial Advisors
Contact: swhicker@sym.com (260) 387-6822

Tom Ackmann, Principal and Senior Retirement Plan Advisor at SYM Financial Advisors
Contact: tackmann@sym.com  (260) 387-6822

Tania Bengtsson, Certified EOS® Implementer
Contact: tania@achievebigresults.com (574) 532-1832

 

The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Tania Bengtsson. Jill Young is a consultant with respect to non-investment related matters for SYM and is not otherwise employed by SYM. 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.