Skip to content

Mon to Fri

8am-5pm

Home
Who We Serve
What We Do
Meet Sym
Insights
Careers

Menu

Home
Who We Serve
What We Do
Meet Sym
Insights
Careers

Search

Home
Who We Serve
What We Do
Meet Sym
Insights
Careers

Menu

Home
Who We Serve
What We Do
Meet Sym
Insights
Careers

800 888-7968
8am-9pm
info@sym.com

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!

PrevPreviousPlanning in Advance of Grief and Loss” Podcast Part 2

NextThe Other Talk: A Conversation with the Author – PodcastNext

View more information about Leaving A Legacy

View more information for Insights, Uncategorized

About SYM Financial Advisors

SYM feels there is enough canned content in the industry. That’s why we commit to providing unique insight by writing our own stuff. We enjoy introducing you to concepts that you can implement with or without SYM. In short, we want to leave you, the reader, better than we found you.

Topics

Business Owners
Corporate Executives
Health Care Professionals
Nonprofits
Portfolio Management
Pre-Retirees & Retirees
Retirement Plans
Wealth Planning

Life Events

Charitable Giving
Leaving A Legacy
Marriage, Divorce & Family
Retirement Readiness
Women’s Perspective

How can we help?

First Name(Required)

Last Name(Required)

Email(Required)

Phone(Required)

City

How can we help you?(Required)

CAPTCHA

Phone

This field is for validation purposes and should be left unchanged.

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.

Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

How Can We Help?

Learn More

It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.

Who We Serve

Corporate Executives
Medical & Dental Professionals
Business Owners
Nonprofits

What We Do

Wealth Planning
Portfolio Management
Employer-Sponsored
Retirement Plans

Insights

Podcasts
More Good Stuff

Contact us

800 888-7968
info@sym.com

Linkedin Envelope Facebook

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap