Steven A. Eddy, CPA, CGMA Joins Centurion Wealth to Lead Tax Preparation and Planning Services
November 18, 2022 05:15 ET | Centurion Wealth Management LLC
MCLEAN, Va., Nov. 18, 2022 (GLOBE NEWSWIRE) -- Centurion Wealth Management, LLC is pleased to announce that Steven A. Eddy, CPA, CGMA joined the firm at the company's McLean, VA headquarters. As...
TruChoice Hosts Inaugural Discover Conference
October 21, 2022 10:30 ET | TruChoice Financial Group, LLC
MINNEAPOLIS, Oct. 21, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of insurance products in the financial services industry, held its first...
TruChoice's Second Annual 5K Benefits the Gary Sinise Foundation
October 20, 2022 10:15 ET | TruChoice Financial Group, LLC
MINNEAPOLIS, Oct. 20, 2022 (GLOBE NEWSWIRE) -- On Oct. 7, 2022, employees of TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of insurance products in the financial...
Analytics Prove Historical Retirement Withdrawal Rate is Wrong
October 20, 2022 08:00 ET | Premium Analysis, Inc.
BOSTON, Oct. 20, 2022 (GLOBE NEWSWIRE) -- Premium Analysis, Inc. announced the release of a tool to calculate and predict customized withdrawal rates and the likelihood of success during retirement....
PurposeLogos-K_RGB.png
Purpose and LifeWorks Partner to Offer Longevity Pension Fund as Option for DC Plan Sponsors
October 18, 2022 07:30 ET | Purpose Investments Inc.
TORONTO, Oct. 18, 2022 (GLOBE NEWSWIRE) -- Purpose Investments Inc. (“Purpose”) today announced a partnership with LifeWorks, a leader in retirement recordkeeping and consulting services, to offer...
PurposeLogos-K_RGB.png
Partenariat entre Purpose et LifeWorks pour offrir le Fonds de pension Longévité comme option aux promoteurs de régimes de retraite à cotisations déterminées
October 18, 2022 07:30 ET | Investissements Purpose
TORONTO, 18 oct. 2022 (GLOBE NEWSWIRE) -- Purpose Investments Inc. (« Purpose ») annonce aujourd'hui avoir conclu un partenariat avec LifeWorks, chef de file des services de tenue de registres et de...
Sterling Neblett CEPA, CFP® Named to AdvisorHub's 'Fastest Growing Advisors to Watch' List
October 03, 2022 05:00 ET | Centurion Wealth Management LLC
MCLEAN, Va., Oct. 03, 2022 (GLOBE NEWSWIRE) -- AdvisorHub recently released their "Fastest Growing Advisors To Watch" List and Centurion Wealth Management, LLC's cofounder, Sterling Neblett CEPA,...
TruChoice's SPD Team Helps Financial Professionals Excel
September 20, 2022 10:15 ET | TruChoice Financial Group, LLC
MINNEAPOLIS, Sept. 20, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, is enhancing...
Centurion Wealth's Sterling Neblett, Wendy Payne and Mark McKaig Named "Top Financial Professional" by Northern Virginia Magazine
September 15, 2022 05:00 ET | Centurion Wealth Management LLC
MCLEAN, Va., Sept. 15, 2022 (GLOBE NEWSWIRE) -- Northern Virginia Magazine has released its annual "Top Financial Professionals" List for 2022 and once again Centurion Wealth Management Partners...
OneDigital Executive Benefits Team Announces the Retirement of Andy Hart
September 01, 2022 08:00 ET | Fulcrum Partners, LLC
ATLANTA, Sept. 01, 2022 (GLOBE NEWSWIRE) -- Andy Hart has been a leader in the executive benefits industry for more than twenty-five years, most recently as Senior Vice President, Retirement at...