Off the Clock

Second Harvest 2017

Second Harvest 2017

With the Thanksgiving holiday just a week away, Radnor Wealth gathered a few of their family members and volunteered  again this year at the Second Harvest Food Bank of Middle Tennessee.  We had a great time together sorting and packing boxes of dry goods. Second Harvest continues to be the largest and most comprehensive of over 200 food banks and food distribution centers nationwide.

2017 FPA Annual Conference

The FPA Annual Conference is one of the largest financial planning conferences held each year, and we were so fortunate to have Nashville host this year’s conference at the Music City Center. Mark and Ledon represented Radnor Wealth Management at this three-day-information-packed event gaining further knowledge in the art of financial planning. They heard from keynote speakers Coach Phil Fulmer, Ron Insana (economic contributor to the CNBC and MSNBC) and Jean Chatzky (financial editor of NBC’s TODAY show). What sessions did they attend?

  • Understanding how the brain impacts financial decisions
  • Insight on how to leverage certain life insurance policies as part of a tax savings strategy
  • The financial challenges women face during and after divorce
  • Advantaged strategies for unmarried couples
  • Preventing unintended consequences that accompany poor estate planning
  • Wealth planning for foreign citizens in the U.S.
  • Planning for student loan debt for the young emerging physician
  • Executive comp strategies
  • Charitable giving trends: leveraging complex assets to maximize impact for your clients
  • Mentoring the next generation of financial planners by creating an engaging culture

The biggest take-away from the conference is the importance of multi-generational wealth planning. Whether they are expected or not, we all experience various degrees of life events – starting a family, saving for college, planning a business succession, caring for an aging parent, divorce, the loss of a loved one, risk management – these are just a handful of the potential challenges we may face at some point in our lives. By discussing your financial plan with your family in advance, you leave little room for uncertainties. We look forward to incorporating the concepts and strategies learned at the conference to help our clients make financially sound decisions to build wealth, deepen financial security, and leave lasting legacies.

 
 

Commonwealth 101

CFN
 

In September, Evan attended a two-day program designed for new employees at the headquarters of Commonwealth Financial Services, Inc. in Waltham, Massachusetts. Evan was able to put faces to names from Commonwealth, network with other firms from across the country, and receive training on the tools and technology that Commonwealth offers to their strategic partners.  These tools and technology are designed to assist advisors in better serving their clients. 

Eclipse
 

 

Total Eclipse Day

Radnor Wealth pushed the pause button on our work day for an hour to enjoy the AWESOME total eclipse on Monday, August 21st.  Along with many others who were able to view the eclipse, we came away with a feeling that it was magnificent!

Radnor Wealth Golf Photo
 

Golfing for Girls

Radnor Wealth had a great time sponsoring a golf team for the annual Golfing for Girls to benefit the Girl Scouts of Middle Tennessee on May 15th,  2017. Although we did not come away with a trophy, Evan (far left) had a great day and carried the team!  We were proud to support the Girl Scouts organization.

 

Giving-Back-pic-2

 

Commonwealth National Conference

Mark attended the 2016 Commonwealth National Conference in Austin, Texas in November. Commonwealth puts a great deal of emphasis on "Giving Back" in the community, and Mark was glad to volunteer with the group at the Dougherty Arts Center in Austin.

Second Harvest

 

Second Harvest Food Bank

The Radnor team (along with a few recruits) enjoyed volunteering their time and efforts in June at the Second Harvest Food Bank of Middle Tennessee.  We rolled up our sleeves to help pack food bags that will be sent home with hungry children after camp or school.  Second Harvest Food Bank of Middle Tennessee collects, sorts and distributes food and personal care products throughout 46 Middle and West Tennessee counties.

The Escape Room

 

Escape Room                               

The employees at Radnor enjoyed an escape room adventure where we had to work together as a team solving puzzles, cracking codes and finding hidden items to escape.  The theme of our room was “The Museum Heist”.  The goal was to recover the stolen masterpieces, escape the room and make it to the gallery before it opened in one hour.  Unfortunately, we will need another attempt to escape!

Golfing for Girl Scouts

 

Golfing for Girls

Radnor had the opportunity of participating and sponsoring a team at the Golfing for Girls to benefit the Girl Scouts of Middle Tennessee. The Girl Scouts of Middle Tennessee serves over 13,000 girls and over 6,000 adult volunteers throughout 39 counties of the mid-state. The support raised from this event will go towards an assortment of programs that focus on areas including financial literacy, healthy living, STEAM (science, technology, engineering, arts and math), as well as, leadership development.

Franklin Rodeo

 

Franklin Rodeo

Radnor Wealth Management had the opportunity to hang our firm’s banner and support the 67th Annual Franklin Rodeo again this year.  This Rodeo is sponsored by the Franklin Noon Rotary Club and benefits the following charities:  Bridges Domestic Violence Center in Franklin, One Generation Away (to fight hunger in the Middle Tennessee area), as well as, the Williamson Medical Breast Health Center.   Participants from all across America and over 18,000 fans gathered during the three-day event. The Franklin Rodeo is one of Tennessee’s longest running family fun events and spans almost four generations of Tennesseans.

Radnor Rodeo Sign