SageView Advisory Group

Happy 529 Day! #529day

As we observe Memorial Day, we pause to honor and remember the brave men and women who have made the ultimate sacrifice in service to our country. Here's a brief history of how we came to celebrate Memorial Day on the last Monday in May: 1866: First formal Memorial Day observations are held honoring the Civil War fallen in Waterloo, New York and Charleston, South Carolina. 1873: New York becomes the first state to designate Memorial Day as a legal holiday. Other states follow suit. 1887: Joint Resolution of Congress provides the 30th of May to be celebrated as Memorial Day, or Decoration Day, and be a legal holiday for all paid employees of the Government. 1921: President Warren Harding dedicates the Tomb of the Unknowns at Arlington National Cemetery. Presidential wreath laying ceremonies on this solemn day become part of the observance. 1966: Presidential Proclamation calls attention to the centennial anniversary of the first observance of Memorial Day. 1971: Congress passes the Uniform Monday Holiday Act and establishes that Memorial Day is to be commemorated on the last Monday of May. 2000: Congress issues the National Moment of Remembrance resolution which asks that at 3 pm local time on Memorial Day for all Americans to “voluntarily and informally observe in their own way a moment of remembrance and respect, pausing from whatever they are doing for a moment of silence or to listen to “Taps.” #MemorialDay

SageView's Robert Patton shared a timely analysis of financial wellness solutions available today and how they impact the individuals that use them. Online tools can be valuable and certainly have their place in an overall wellness program, but they lack empathy, says Bob. "The best way to educate people is one-on-one, face-to-face even if it is virtually. Money is emotional and people who are willing to open up and discuss their financial questions with a trained professional (at SageView we call them Coaches) are exactly who our target audience is for financial wellness. The more our industry can help people understand their accounts, the better people will feel." Thanks to Financial Advisor Magazine for sharing and engaging in this important conversation. https://lnkd.in/ggkujs-k #FinancialAdvisors #FinancialWellness #PersonalSAGE

SageView was proud to support the 32nd Annual Alzheimer's Association®'s Purple Gala this past weekend. The Purple Gala honors and celebrates the lives of those who have been impacted by dementia, while raising funds for dementia care, support, and research. This year's event raised over $1.5 million toward the mission of ending Alzheimer's and all other dementia! Chad K. Olson Michael Devane Cesar Alonzo Romero, MBA Cullen Reif, CPFA Matt Cosgriff, CFP®, CPFA SageView Advisory Group #ALZPurpleGala

Congratulations to the six SageView Advisory Group teams named to this year's Barron's Advisor Top 100 Institutional Consulting Teams ranking! This list specifically recognizes teams that specialize in investment consulting for defined-contribution plans, defined benefit plans, endowments and foundations. SageView CEO John Longley said, "SageView has long distinguished itself as an innovative leader in the institutional retirement space and we are honored to be recognized by one of the industry's most respected publications for our work in this sector. I'm proud of the passion and drive our teams demonstrate in this area as they continue to provide solutions for our clients." #TopTeams #BarronsRanked #RetirementPlanConsultants

Congratulations to SageView Advisory Group Managing Directors Robert Patton and Cody Klein on being selected as finalists in the InvestmentNews Awards category of Advisor of the Year in the West region. We're proud to have Bob and Cody on our team and thrilled to have their experience and work recognized by InvestmentNews. The awards celebrate the "best and brightest," and the finalists "represent an outstanding collection of the industry’s most dedicated, diligent, and diverse individuals and organizations," according to James Burton, InvestmentNews' Managing Editor. https://lnkd.in/g7uQ2dMD

SageView Advisory Group is excited to welcome Michael Devane as our Director, Participant Education! Mike leads a team of Financial Coaches through our PersonalSAGE Financial Education and Engagement Platform, working closely alongside Kerry (Woods) Tapia and Erin Cowell.

Kudos to Christina Walsh for being recognized by Wealth Solutions Report as a Top CFO in Wealth Management. The award recognizes "leaders who have distinguished themselves throughout their careers, by demonstrating a deep knowledge base and a wide range of capabilities in the wealth management space." Christina is an experienced finance leader who has focused on growth transactions and expansion strategies for #wealthmanagement enterprises. She began her career in wealth management, advising high-net-worth individuals, and joined SageView as CFO in April. #FinancialServices #FinancialAdvisors

Last week our SageView Advisory Group Honolulu team held our first Hawaii 403(b) Summit! Thanks to our own David W Lum, Lisa Hoxha and Jamie McCrary for bringing together clients, business partners and friends alike to talk about some of the key issues affecting plan sponsors and participants in 403(b) plans. Dean Calvo Kevin Nolt

SageView is thrilled to welcome Ben Sithens to our Atlanta, GA team as a Retirement Plan Consultant, working with 401(k), 403(b), defined benefit and NQDC plan sponsors. Ben brings over 20 years of financial services industry experience, with 15 years in a consulting role. He'll be working alongside our talented Atlanta team, including Jonathan St.Clair and Larkin Walsh, AIF®️.