Chicago, IL – July 11-13, 2012 – Andrew M. Lohse of Independence Capital Financial Partners LLC recently participated in the Cambridge Retirement Plan Summit in Chicago, Illinois. Andrew Lohse was invited by His broker-dealer, Cambridge Investment Research, Inc. (Cambridge), to attend this event focused on helping rep-advisors build their retirement plan practice. Nearly 50 rep-advisors from across the country gathered together to share best practice ideas with their peers, gain insight from industry experts, and engage with sponsors.
The Retirement Plan Summit featured a broad array of relevant educational sessions for advisors including: evolving their retirement plan practice, new features of guaranteed income for participant success, regulations that will affect the industry and plan sponsors in 2012, and how to successfully engage with larger plans. Blaine Aikin, President and CEO of fi360, gave the keynote address on Wednesday afternoon. Cambridge partners with Fi360 to provide training, tools, and resources in support of their mission to promote a culture of fiduciary responsibility and improve the decision making process of investment fiduciaries and financial service providers. On Thursday morning, Jason Roberts, Founder and CEO of Pension Resource Institute, gave his keynote address on the allocation of fiduciary duties. This event is just one example of Cambridge’s dedication to helping advisors learn and grow by providing opportunities for financial professionals to continually enhance their knowledge in the retirement industry in order to provide disclosure and education to their existing clients and help acquire new business.
Independence Capital Financial Partners (ICFP) is comprised of three distinct financial planning practices that represent over 75 years of financial planning experience, of which, over a quarter of a century has been spent as a cohesive group. Our clients benefit from the collective wisdom built into our structure. Our extensive experience and insight, coupled with an independent, client centered approach to service, are the cornerstones of our organization.
Andrew M. Lohse (630) 796-6167
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Independence Capital Financial Partners, LLC are not affiliated.
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc., member FINRA/SIPC, is an independent, privately owned broker-dealer with over 2,000 independent registered representatives and nearly $45 billion in assets under management. Cambridge provides innovative fee programs and a full menu of commission offerings to advisors across the nation. Recognized in the industry as The Fee Experts®1, Cambridge has been ranked a fee leader among independent broker-dealers for 12 consecutive years2.
1THE FEE EXPERTS® is a registered trade mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers. 2Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2012
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.