Global Retirement Partner’s-Carlsbad, CA, welcomed back a familiar face earlier this month as Patrick Morrell, investment analyst and retirement plan specialist, rejoined Bill Chetney’s powerhouse GRP Advisor Alliance.
GRP Advisor Alliance recently welcomed Omaha-based Kelley Investment Advisory Services as a GRP member firm.
GRP Advisor Alliance congratulates Joe DeNoyier and the team at Washington Financial Group (WFG) on their recognition by PLANSPONSOR as the Retirement Plan Adviser Small Team of the Year.
GRP Advisor Alliance congratulates the finalists for the 2017 PLANSPONSOR Retirement Plan Adviser of the Year, including five GRPAA member firms.
The last few weeks since GRPAA’s national conference have been busy for the team as we’ve started implementing the amazing ideas that we took away from the event.
GRP Advisor Alliance (www.grpaa.com), an elite group of retirement plan firms focused on empowering advisors, congratulates the 2017 finalists for NAPA’s “Top 50 Plan Advisors Under 40,” including 12 GRPAA advisors.
GRPAA is excited to announce its continued partnership with Financial Finesse, the leading provider of workplace financial wellness programs! For our member firms, this means:
GRP Advisor Alliance today announced that ISG Advisors, a Wisconsin-based independent insurance company focusing on employee benefits and retirement services, has joined as a member firm.
About ISG Advisors
At last week’s GRPAA National Conference in Phoenix, NASDAQ’s The Millennial Report talked to Alex Assaley of AFS 401(k) about life goals and how to help millennials plan for retirement.
GRPAA announced its impressive lineup of speakers for the upcoming GRPAA National Conference that takes place at the Arizona Biltmore in Phoenix, Arizona on January 26-29. Key speakers for the invitation-only event include: