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Greetings!
Spring has certainly sprung here in New Hampshire with an abundance of April flowers! We had a friendly visit by a swarm of honey bees that took over Maria's office for a day and may be living in our attic now, stay tuned...
We have been busy launching many of the new initiatives resulting from our client survey last year, including webinars and workshops. The new website and blog are almost complete and will be unveiled shortly.
We hosted our first community event on Creating Financial Well-Being for women. We had a great turnout with enthusiastic requests for more events and topics. Attendees appreciated the personal stories shared by both presenters and other attendees. The workbook provided allowed them to dive deeper into our topic at home. Please let us know if you would like a copy of our handouts from the event.
TD Ameritrade has asked Robin to join their Advisory Panel for a two year term and she has enthusiastically accepted. The panel provides a forum for Northstar to advocate on behalf of our clients with TD Ameritrade's management and to be on the forefront of TD's company initiatives. She spent two days in Vail this past March hearing about their strategic initiatives and plans for the future. This has only strengthened Northstar's belief that TD Ameritrade is an exemplary strategic partner. Robin's next meeting is in June.
Robin completed the first half of a three year Mastery track at The Sudden Money Institute. The training focused on the challenges clients face when financial and life transitions happen, including the behavioral and cognitive challenges that lead to poor decisions or no decisions at all. The next 18 months of the journey will encompass mindfulness and mastery of the tools and protocols that assist clients in making better decisions in times of transition.
This week, Kristina will attend the Collaborative Practice Certification Training. Collaborative practice promotes dispute resolution without litigation. In this method, attorneys, mental health professionals and financial planners work together to facilitate families with issues related to divorce. As a financial planner, Kristina will serve the role as a neutral financial expert and will be responsible for drafting property division scenarios.
Lastly, we have begun offering 401(k) plans to our business clients. This is largely due to the new Department of Labor rules that require employers to disclose all 401(k) fees to employees. This is a huge win for the individual investor as it creates transparency and ultimately lowers plan expenses. Since Northstar's philosophy already encompasses transparency and full fee disclosure, we are in a good position to offer this valuable service to our clients. Read more about the 401(k) law changes in the attached article.
Have a great spring!
Robin and your Northstar Team
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