FOR IMMEDIATE RELEASE
Sheridan Road Financial Participates in National Retirement Planning Week
Chicago, IL – March 30, 2017 – Sheridan Road Financial, a leading national institutional investment consulting and private wealth management firm announced today that they will be participating in National Retirement Planning Week – during the week of April 3 – April 7, 2017.
Sheridan Road will be participating in a variety of campaigns during National Retirement Planning Week including hosting their first Annual Financial Wellness Week. The week will include employee-focused events such as daily financial wellness tips, for employees and followers of the firm’s social media pages – Twitter, Facebook and LinkedIn. Employees will also celebrate with events such as internal training on qualified retirement plans and “Saving and Snacks” to bring awareness to the importance of financial wellness, saving for retirement and the benefits of employer sponsored retirement plans.
“Daily life and the pressures of speculating on the future can make planning for retirement daunting,” said Daniel Bryant, Managing Partner. “But, a simple thing such as being proactive about financial wellness is a fantastic step towards achieving financial independence. And, guidance from financial advisors can help you stay on track.”
About Sheridan Road Financial
Headquartered in Chicago, Illinois, Sheridan Road Financial provides institutional investment consulting and private wealth management services to its clients. The Company has received a number of awards including being named the 2015 Retirement Plan Adviser Multi-office Team of the Year* by PLANSPONSOR Magazine as well as being named by Barron’s magazine as the #4 ranked Institutional Consultant for 2016. The Company has offices in Chicago, Denver, Indianapolis, Louisville, Milwaukee, Minneapolis, Nashville, Northbrook, San Francisco, and Tampa. For more information, please visit www.sheridanroad.com.
PLANSPONSOR Magazine 2016 Retirement Plan Adviser Multi-Office Team of the Year award nominations are by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor retirement professional designation receive an automatic nomination.
Barron’s 2016 award recognition is based on an evaluation of institutional investment assets overseen and revenue generated, number of clients, number of team members and designations and accomplishments.
About National Retirement Planning Week
For the past three years the National Retirement Planning Coalition®, comprised of the leading educational, consumer advocacy, and financial services organizations, has used National Retirement Planning Week to recognize the ongoing effort to assist Americans plan for retirement. The Coalition, under the leadership of the Insured Retirement Institute, is committed to educating Americans and making retirement planning a national priority.
National Retirement Planning Week and other coalition activities demonstrate that, in spite of developing trends that have made planning for and funding retirement more difficult, it is still possible to rethink retirement and retire on your terms. Comprehensive planning and proper asset management is critical to ensuring financial security. To support its educational and awareness efforts, the Coalition maintains www.RetireOnYourTerms.org, which features life stage specific resources and tools to assist Americans achieve their long-term financial goals.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $509 billion in advisory and brokerage assets as of Decemberr 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities.
Advisors associated with LPL also service an estimated 45,000 retirement plans with an estimated $120 billion in retirement plan assets, as of March 31, 2016. LPL also supports more than 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
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