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Navigating Life’s Transitions: The Importance of Having a Wealth Advisor

When

Thursday, March 28, 2019
11:00 am - 12:00 pm

Watch a recording of this webinar here:

We experience many events and transitions in our life time that deserve the attention of a professional wealth advisor. Life events like job changes, divorce, retirement, selling a business, receiving an inheritance, long term illness or death of a spouse, and other life transitions. Whether the occasion is happy or sad, planned or unexpected, the event itself is often difficult and emotional and can cloud judgment, getting in the way of making the best decisions for the long term. During these times of change, it may be best to involve a wealth advisor for sound, professional advice.

Speakers

James J. Karchner, CFP®, CPA/PFS
Partner, Senior Wealth Advisor

Jim works closely with individuals and their families to develop customized financial plans and portfolios that are aligned with their personal goals and objectives. As a CPA, he is uniquely qualified to incorporate his tax knowledge in advising clients and their businesses in various aspects of their financial matters.

Jim is a member of the firm’s Business Retirement Plan Group. He has extensive experience working with retirement plans. In this role, he assists plan sponsors and business owners with the design, implementation and administration of their retirement plans to help meet their goals, objectives and fiduciary responsibilities.

Jim is also a member of the firm’s Compliance Advisory Team to oversee risk management.

The most rewarding part of the job to Jim is providing his clients with the guidance and experience necessary to help them establish and reach realistic long-term goals.

 

Scott D. Michael, CFP®, AIF®
Partner, Senior Wealth Advisor, CCO

Scott works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives. He collaborates with the firm’s Investment Strategy Group to align clients’ portfolios with their financial plans and goals.

Scott is a member of the firm’s Business Retirement Plan Group. He has extensive experience working with retirement plans and serves as a technical resource to the group and clients. In this role, he assists plan sponsors and business owners with the design, implementation and administration of their retirement plans to meet their goals, objectives and fiduciary responsibilities.

As a member of the executive management team, Scott serves as Chief Compliance Officer for the firm.

Scott derives the greatest satisfaction in his work from helping to connect clients’ money and financial resources in a coordinated fashion toward the realization of their goals, whether they be lifestyle, values or legacy.