Our NexGen Partners can chose to sponsor either:
a) FPA of Greater Indiana quarterly meeting breakout session for the NexGen members; or a
b) NexGen Quarterly Social.
Broc Buckles and Peter Ciravolo created BC Brokerage after finding a niche in the financial services industry. As independent insurance fiduciaries, they place a focus on helping fee only CFPs protect their clients’ financial livelihoods. The BC Brokerage team brings experience and expertise in life, disability, annuity, and long term care insurance.
BC Brokerage is dedicated to their mission of providing fee only advisors with the best service and products available on the market today. Mirroring your fiduciary responsibility in the insurance field is their number one goal. At BC Brokerage, your clients’ interests are first.
Contact: Peter Ciravolo
317.362.5762
Contact: Broc Buckles
765.730.7146
RetireOne will be sponsoring a social on Thursday, March 19, 2020
Serving over 900 RIAs and fee-based advisors since 2011, Aria Retirement Solutions’ RetireOne® is the leading, independent platform for fee-based insurance solutions. With offerings from multiple “A”-rated companies, fee-only fiduciaries may access this marketplace at no additional cost to them or their clients. Servicing over $1 billion of retirement savings and income investments, RetireOne continues to grow in its mission to revolutionize access to low-cost, innovative insurance solutions that empower investors to retire with confidence.
Contact: Mark Forman
502.882.6011
American Century Investments sponsored a social on Thursday, August 29, 2019 at Sun King Distillery.
American Century Investments is a leading privately held investment management firm, committed to delivering superior investment performance and building long-term client relationships. Serving investment professionals, institutions, corporations and individual investors since 1958, American Century Investments offers a variety of actively managed investment disciplines through an array of products including mutual funds, institutional separate accounts, commingled trusts and sub-advisory accounts. The company’s 1,300 employees serve clients from offices in New York; London; Hong Kong; Mountain View, Calif. and Kansas City, Mo. Through its ownership structure, more than 40% of annual profits are distributed to an endowment that supports the Stowers Institute for Medical Research. Learn more at americancentury.com/purpose.
Contact: Chris Evans
317.385.1528
J.P. Morgan Asset Management sponsored a social on Thursday, November 14, 2019 at Ale Emporium.
J.P. Morgan Asset Management is a global leader in investment management, dedicated to building stronger portfolios to solve real client needs. By sharing our expertise and insights, we empower institutions to make more informed investment decisions.
Throughout our 150 year history and across all market cycles, we have a proven track record of success. With $1.8 trillion* in assets under management, we are committed to dynamically responding to client needs and helping them build stronger portfolios for the long-term.
J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Please visit our website for more information: https://am.jpmorgan.com/us/en/asset-management/gim/adv/home
* As of June 30, 2019.
Contact: Nick Carpas, CRPC
206.459.9866
