𝘞𝘦 𝘧𝘦𝘦𝘭 𝘱𝘳𝘪𝘷𝘪𝘭𝘦𝘨𝘦𝘥 𝘵𝘰 𝘣𝘦 𝘪𝘯 𝘢 𝘵𝘳𝘶𝘴𝘵𝘦𝘥 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯.
Corey Boller and Abigail Fischer Detroit Auto Forecast Lunch CFA Institute CFA Society Detroit
𝘍𝘦𝘥𝘦𝘳𝘢𝘭 𝘌𝘮𝘱𝘭𝘰𝘺𝘦𝘦 𝘉𝘦𝘯𝘦𝘧𝘪𝘵𝘴 𝘌𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯.
With a significant percentage of our neighbors dedicated federal employees, we felt it essential to provide this thought leadership and education on the unique, high-value benefits that underpin their wealthcare needs. The Federal Employees Retirement System is often cited as one of the most comprehensive packages in the country. It is also one of the most complex. This research confirmed.
𝘍𝘢𝘮𝘪𝘭𝘺 𝘰𝘧𝘧𝘪𝘤𝘦𝘴 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘯𝘦𝘹𝘵 𝘨𝘦𝘯𝘦𝘳𝘢𝘵𝘪𝘰𝘯.
We are thrilled to see an increased emphasis on education in the family office channel. In support of this momentum, we have prepared an educational on family offices and multi-generational wealth. The focus is providing thought leadership surrounding the rising “next generation,” who continue to show up with intention, elevating standards, strengthening relationships, and shaping the future.