Phil Currie, Fulcrum Partners, to Speak at Nonqualified Plan Advisor Conference
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Source: apnews.com
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Leadership Council—A Year in Review
So, this is my last quarterly commentary as President of NAPA! As I was trying to figure out what I was going to write this quarter, I had to reflect on this year as President. I have to say before I joined the Leadership Council (LC) in 2016, I had no idea what they did. Who were these mystery people that always sat in the front at Summit and seemed to have a pulse on everything NAPA? You may not realize all the work the leadership council does, so I would like to take this opportunity to not only thank and acknowledge all the hard work of the group, but to tell you what all we did and w...
Source: napa-net.org
NAPA Welcomes Assaley as President
Inside NAPA The National Association of Plan Advisors welcomed Alex Assaley, AIF, as its 2020-2021 President on April 9. Assaley is the Managing Principal and the Lead Advisor for Retirement Plans at AFS Retirement Services in Bethesda, MD. A second-generation financial advisor, he has been a plan advisor since 2005. Assaley has been named as one on NAPA’s Top Retirement Plan Advisors Under 40 since the list was launched in 2014. In 2012 he was named Employee Benefit Adviser magazine’s Retirement Advisor of the Year and 401kWire’s Top Retirement Plan Advisor of the Ye...
Source: napa-net.org