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Fulcrum Partners Welcomes 2019 and a New Year Filled with Opportunity

Fulcrum Partners. Fulcrum Partners News

The nationwide team at Fulcrum Partners wishes you and your family a bright and bountiful New Year. Celebrate, make resolutions, reminisce, and look optimistically ahead. And remember that within each new day is the inherent opportunity to start fresh once again. Happy New Year!       Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, …

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Your Retirement Savings: What Changed with the Mid-Term Elections

Fulcrum Partners. Executive Benefits News

It’s been just over a month since U.S. midterm elections yielded a partial change in command in Washington D.C. While the Republicans retained the Senate, Democrats won the House. Right now, you’re probably spending long hours on the holiday hamster wheel, where you and your staff try to complete 8 weeks of work and projects in 5 and a half. …

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Steve Broadbent Remembers President George H. W. Bush

Fulcrum Partners. Fulcrum Partners News

Fulcrum Partners joins the nation and the world as we mourn the loss of President George H. W. Bush and honor his legacy of service. Steve Broadbent is a Fulcrum Partners Managing Director in Atlanta. Before becoming part of the Fulcrum Partners team, Steve was the Deputy Assistant Secretary for the U.S. Department of the Treasury, appointed by President George …

Happy Hanukkah from Fulcrum Partners

Seasons Greetings and Happy Hanukkah

Fulcrum Partners Fulcrum Partners News

Warmest wishes for a wonderful Hanukkah from everyone at Fulcrum Partners LLC. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Valmark Global Gift Fund.

Saluting The Valmark Global Gift Fund #GivingTuesday

Fulcrum Partners. Philanthropy

With the excess and abundance of Black Friday and Cyber Monday behind us, we all have an opportunity to refocus, thinking less about ourselves and more about others. Giving Tuesday (#GivingTuesday) is a global giving movement, now in its seventh year. Fueled by social media, collaboration and the innate generosity of the human spirit, the initiative brings diverse groups of …

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Happy Thanksgiving from All of Us at Fulcrum Partners

Fulcrum Partners. Fulcrum Partners News

We wish you and your family safe travels, memorable moments, and a very Happy Thanksgiving Holiday. May the good things of life be yours in abundance, not only at Thanksgiving but throughout the coming year. The Team at Fulcrum Partners Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services …

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2018 Year-End Compliance Checklist Employment Benefit Plans Isler Dare

Fulcrum Partners. Human Resources

This checklist of end-of-year employee benefits compliance deadlines is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, and Ashley F. Hedge. 2018 Year-End Compliance Checklist As 2018 quickly comes to a close, we wanted to remind employers of some key year-end compliance deadlines for their retirement and health and welfare plans. …