From publishing books to being nominated for prestigious awards, Forbes Finance Council members have had numerous accomplishments in recent months. Forbes Finance Council member companies range from young startups to established financial firms, leading to a diverse range of achievements among members. Below, we highlight four members and their finance industry contributions.
Casey Weade publishes his second book
Casey Weade, president of Howard Bailey Financial, Inc., published his second book, “Your 2017 Guide to Maximizing Retirement Efficiency for the Purpose-Based Retirement.” A retirement planning professional and speaker on retirement planning strategies, Casey has previously written about this topic.
This book “provides an opportunity for both pre-retirees and retirees to examine their financial life and take advantage of specific strategies available throughout 2017. This book branches off of my first book, ‘The Purpose-Based Retirement’ but takes a more analytical angle,” Casey said.
“I plan to release a new guide each year because the financial landscape is continually changing with new laws enacted each year. It’s important to treat your wealth the same way you treat your health and get that yearly check-up,” he said.
Gene Kim nominated for IIAC Top Under 40 Award
Gene Kim, brand manager and portfolio manager at Summit Private Wealth/Mandeville Private Client, Inc., was nominated for a 2016 Investment Industry Association of Canada Top Under 40 Award. According to the IIAC, the award “recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, personal and professional qualities and accomplishments have brought distinction to the investment/financial industry.” Gene, a certified financial planner (CFP), has been working in the financial services industry since 2000. He and the other award nominees were recognized by the IIAC in a full-page advertisement in “Investment Executive.”
Gregory Ostrowski’s Company Scarborough Capital Management completes 401(k) survey
Scarborough Capital Management, the financial planning company where Gregory Ostrowski is a partner, certified financial planner (CFP) and chartered retirement planning counselor (CRPC), recently published its inaugural “401(k) Pulse Survey.” The survey found that Americans are overconfident in their 401(k) accounts. More than 1,000 Americans age 18 and older with a 401(k) were included in the survey, which found that a “majority (68.7%) of Americans are confident or somewhat confident in the investment decisions that have been made for their 401(k)s based on retirement goals” but “only 22.7% Americans believe they are educated in knowing how their 401(k)s are actually invested.”
“As retirement advisors, we think it is fascinating that people seem to not know a lot about their 401(k)s yet are still confident they are getting the most out of them,” Gregory said. “However, after helping thousands of clients better manage their 401(k)s throughout the years, we’re a bit worried that many people are unaware of how their 401(k)s are invested or if they’re being properly optimized according to their retirement goals.”
To learn more, read the survey here.
Isaac Kassin’s Startup Exeq selected for Barclays Techstars Tel Aviv 2017
Exeq, a financial planning app, is one of the companies participating in Barclays Techstars Tel Aviv 2017; Isaac Kassin, head of marketing, is one of the founders of the company. The 13-week Techstars program in Tel Aviv is open to startups in the areas of financial technology, cyber security, insurance tech and enterprise software. “Ranked as one of the world’s most innovative cities, Tel Aviv already has the creative energy needed to foster a vibrant entrepreneurial ecosystem,” according to Barclays. “Our 13-week programme will tap into this hub of tech innovation and offer mentorship, support and a wealth of money-can’t-buy knowledge and experience.”
These are just a handful of Forbes Councils members’ recent exciting achievements. Read about what other members are working on here.
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