Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 25th, 2020

Advisers Giving Back - Tell Us Your Stories of Giving

The PLANADVISER Advisers Giving Back profile series is the focus of today’s newsletter. Our series seeks to put the spotlight on the inspiring ways retirement specialist advisers are giving back to their local, regional and even international communities. As we head into the holiday season, please consider letting us know about your own giving, or the efforts of a colleague. We want to share as many of these stories as we can! Read more >
Advisers Giving Back: The Moneta Charitable Foundation
A 150 mile bike ride for charity? No problem for the MCF. Read more >
Advisers Giving Back: Ken Catanella and Challenger Baseball
From the moment Ken Catanella, managing director at the Catanella Institutional Consulting Team of UBS, came across a Little League Challenger Division game, he knew it was something he wanted to get involved in. Read more >
Advisers Giving Back: James Betzig at TrinityPoint Wealth
Milford is a coastal city in New Haven County, Connecticut, between Bridgeport and New Haven. James Betzig says the community has treated him well personally and professionally, so giving back his time and financial resources has been an easy decision. Read more >