2014 Client Appreciation "An International Event"
Thursday August 21, Woodwinds, Branford, CT
Ahead of the Trends - Washington Update on Retirement Savings Initiatives
Speaker Patrick Clunan - Columbia Management Learning Center
5:30 Tuesday September 9, 2014 - Saving Rock Conference Center
Relevant for Retirees and Pre-Retirees
Did you know?....
- The average funding level of pension plans sponsored by U.S. companies in the S&P 1500 is 74%
- In 2012, the PBGC's deficit increased to $34 billion – up from $26 billion in 2011
- 64% of investors believe TDFs provide guaranteed income in retirement
- Of those polled, 71% of 401(k) plan participants believe they do not pay any fees
New Article "Retirement Decisions" is up - Click Here
Thanks to all of our “Helping Hands” volunteers!
It has been a wonderful experience to have clients share in our special give back program, “Helping Hands”. We have spent the past several Saturdays with small groups that have built a prosthetic hands for children in over 25 developing countries. Learn more about the Helping Hands program by clicking here
Roberta Nestor of Nestor Financial Network Earns FIVE STAR Wealth ManagerSM Award
Milford, CT (December 1, 2013)—Nestor Financial Network, a Financial Planning firm in Milford, CT today announces that its Owner, Roberta L. Nestor has been named a 2013 FIVE STAR Wealth Manager SM by Connecticut Magazine for overall client satisfaction. Less than 7% of wealth managers in CT were named to the list.
Based on 10 objective eligibility and evalutation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers' future performance. For more information pelase visit www.fivestarprofessional.com.