Lombard, IL – August 31, 2012 – James W. Lohse , Independence Capital Financial Partners announced their recent attendance at the Cambridge Wealth Strategies Workshop in St. Louis, Mo. Workshop participation was very strong with over 50 financial professionals and guests from across the country gathering in a city with rich culture and history to engage with their peers and knowledge leaders from across the industry.
Cambridge’s Wealth Strategies Workshops are based on a broad offering of relevant professional education for rep-advisors and access to highly acclaimed speakers. First Vice President of Marketing, Bobbi Martin, directs workshop strategies to focus on designing sessions that will provide attendees with the ability to engage with industry experts and other experienced financial professionals on a face-to-face basis. Wealth Strategies Workshops are an example of Cambridge’s dedication to providing opportunities for financial professionals to continually enhance their knowledge to better serve clients.
Attendees Gain Insight into Retirement, Tax, and Estate Planning
The Wealth Strategies Workshop featured three days of presentations, speakers, and panels presented by industry experts. Presentation topics included general financial planning principals, planning for health care in retirement, integrating estate planning and income tax planning, transforming Social Security into winning retirement strategies, and investment planning. Attendees walked away with a deeper understanding of industry relevant topics and the tools to implement new strategies in their practices.
Keynote Speaker Outlined Informative Industry Topics
Keynote speaker, Jonathan Guyton, CFP®, is a nationally sought after speaker and award winning thought leader in the asset distribution, wealth management, and retirement income generation field. With over 25 years of advisory experience, he is the founding principal of Cornerstone Wealth Advisors, Inc. Mr. Guyton’s keynote address, “Navigating Stormy Retirement Seas with Dynamic Safe Withdrawal Rate Policies”, provided attendees with a solid foundation to implement safe withdrawal rate policies within the retirement space.
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.
James W. Lohse (630)796-6148
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 2,100 independent registered representatives and $43.9 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.