Reviewing a prospect’s portfolio and preparing to make recommendations better suited to their risk tolerance.

Just found out I passed the Certified Plan Fiduciary Advisor exam! Managing corporate retirement plans (401K, Profit Sharing, Defined Benefits,etc...) is a huge reponsibility, in addition to yrs of experience doing so, I’m now certified as a fiduciary!

Working with several business owners to maximize retirement and tax savings by opening and funding a SEP plan for 2017. It’s crunch time!!

Trying to pick my jaw off the floor after skimming through a 100 page contract to calculate a prospective client’s Variable Annuity expenses - 3.9%!!!!!!

Building a passive investment strategy to compliment a client’s predominantly actively managed portfolio.

Tax saving strategies for business owners - SEP IRA’s are a clear favorite this year, easy to open and maximize funding before tax time.

Prepping presentation on trust and estate planning for support group of parents of children with special needs.

Figuring out an equitable divorce settlement that will get my newest client to and thru retirement.

Checking out WIWO!