Happy Memorial Day Weekend from Fulcrum Partners

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Wishing you a safe, happy Memorial Day weekend from Fulcrum Partners, executive benefits advisory. Advisory services offered through CapAcuity LLC and Valmark Advisers, Inc. SEC Registered Investment Advisors. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fulcrum Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Securities offered through Lion Street Financial, LLC, (LSF) member …

Fulcrum Partners Executive Benefits Represented at BDO Alliance USA Conference

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PONTE VEDRA BEACH, FL — (April 30, 2019) Managing Directors Bruce Brownell and G. Scott Cahill are representing Fulcrum Partners executive benefits consultancy at this week’s 2019 BDO Alliance USA Conference. The three-day event, which commenced April 29, 2019, is being hosted at the Cosmopolitan Las Vegas. In attendance are BDO Alliance USA member firms, respected BDO USA and International …

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

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(PONTE VEDRA BEACH, FL April 23, 2019)— The Association for Advanced Life Underwriting (AALU), will hold its annual meeting April 28-30, 2019, in Washington, D.C. The conference, known as TRANSFORM 2019, is a time of connecting, learning and advocacy for financial professionals who provide life insurance and retirement planning solutions to individuals, families and businesses. Fulcrum Partners Managing Director Steve …

Fulcrum Partners Welcomes 2019 and a New Year Filled with Opportunity

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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, …

Action Items to Prepare for the 2019 Proxy Season

Fulcrum Partners Executive Benefits News

Deferred Compensation News is pleased to share this important end-of-year discussion featuring Attorneys Michael S. Melbinger and Nyron J. Persaud of Winston & Strawn LLP. Providing a checklist of action items to address in preparation for the 2019 proxy season, the presentation covers: Lessons Learned from the 2018 Proxy Season Changes in Law, Regulations, and Proxy Advisor Guidelines Since Last …