Article by Morgan Stanley and provided courtesy of Michael L. Beers, Morgan Stanley Financial Advisor Longer lifespans and rising health care costs are driving investors to control their financial exposure to uncovered bouts of care – particularly in retirement. The United States spends more than $3 trillion a year on health care, or nearly $10,000 […]
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Member News Fishel Hass Kim Albrecht Downey LLP Announces Name Change & New Partner Markets Insider NEW ALBANY, Ohio, July 2, 2018 /PRNewswire/ — Fishel Hass Kim Albrecht Downey LLP is changing its name to Fishel Downey Albrecht… 11 Fun Facts about White Castle Podcast Cloud Cover Acquires Infoguard Cloud Cover LLC has been providing
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Upcoming Member Events Sales Connection Breakfast Series August 3, 2018 7:30 a.m. You’re invited to join us for the Sales Connection Breakfast Series held the first Friday of each month. The breakfast will be held at the Dublin Chamber of Commerce, 129 S. High St. in historic Dublin from 7:30 to 9 a.m. —- Join
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Morgan Stanley’s Investor Pulse poll highlights that while most investors hold an optimistic outlook-worries about their financial futures remain. Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis From record-breaking stock market returns to falling unemployment, the U.S. has
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Upcoming Member Events GREENCREST and Google will co-host a “Google Partners Connect” event on June 20 to help retailers understand online consumer behavior. At the upcoming Google Partners Event, Google and GREENCREST, a Google Partner Agency, will share online consumer trends, research and strategies to help businesses reach more customers and grow their revenue. Attendees
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Member News Schoedinger looks to expand to Dublin with new funeral home Columbus Business First Schoedinger Funeral and Cremation Services has filed plans to build an 11,730-square-foot funeral home in Dublin… Charles Penzone, Inc. Debuts New Salon Concept & Direction columbusunderground A pioneer in the beauty industry in Columbus, Charles Penzone, Inc. is celebrating 50
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What to Look For in Your 401(k) Service Provider Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis 401(k) salary deferral plans are among the most popular retirement plans today. Nearly every financial services company brokerage – firms, banks,
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By Jennifer Griffith, Ohio Regional President of First Merchants Bank and a Conway Center Service Provider member. Mary Manager is an extremely liked manager of a small team. She tends to find opportunity in everyday situations and is known for her kindness. Her manager feels lucky to have such a well-balanced team leader working by
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LOYOLA FAMILY BUSINESS CENTER THINKING THROUGH YOUR NEXT FAMILY MEETING – Template Family Meetings are a gathering of all family members who meet the membership requirement decided on by your family constitution. They should occur frequently, about once a year, and should be comprised of three elements: enterprise, education,and fun. The goal should be to
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Member News Velvet inducted into Family Business Hall Mount Vernon News We are so honored to be inducted into the Central Ohio Family Business…Reitter Stucco and Supply, Ricart Automotive Group, Robin Enterprises,… New name, new look, new features for Penzone salons start in Dublin Business First A new iteration of Charles Penzone Inc. is as
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