PONTE VEDRA BEACH, FL — (July 9, 2020) Fulcrum Partners, one of the largest independent executive benefits consultancies in the U.S., announces the availability of Deferred Compensation News on a no-cost, subscription basis. Previously offered only as an online publication, Deferred Compensation News is now available for direct email delivery.
Fulcrum Partners Presenting COVID-19 Topics to CPA Firms at BDO's BRN MeetingFulcrum Partners LLC
Partner & Managing Director, Bruce Brownell, will represent Fulcrum Partners at the upcoming BDO Alliance Southeast Regional Meeting. Scheduled for June 25, the event will be conducted virtually, starting at 9:00 AM Eastern Time.
Fulcrum Partners Releases Report on Impact of SECURE Act on NQDC Plans and Im...Fulcrum Partners LLC
PONTE VEDRA BEACH, FL — (February 14, 2020) Since the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law by President Donald Trump on December 20, 2019, much of the resulting conversation has focused on how the new law affects various aspects of 401(k) plans.
Information & Insights For Entrepreneurs and EmployeesBoyarMiller
Starting, growing or selling a business is exhilarating. The city of Houston possesses a powerful support network for business owners, but there is much to consider with any new business or growth strategy.
As entrepreneurs ourselves, BoyarMiller understands the pressures entrepreneurs and executives face, and we are passionate about helping them resolve challenges and pursue new opportunities.
Fulcrum Partners Presenting COVID-19 Topics to CPA Firms at BDO's BRN MeetingFulcrum Partners LLC
Partner & Managing Director, Bruce Brownell, will represent Fulcrum Partners at the upcoming BDO Alliance Southeast Regional Meeting. Scheduled for June 25, the event will be conducted virtually, starting at 9:00 AM Eastern Time.
Fulcrum Partners Releases Report on Impact of SECURE Act on NQDC Plans and Im...Fulcrum Partners LLC
PONTE VEDRA BEACH, FL — (February 14, 2020) Since the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law by President Donald Trump on December 20, 2019, much of the resulting conversation has focused on how the new law affects various aspects of 401(k) plans.
Information & Insights For Entrepreneurs and EmployeesBoyarMiller
Starting, growing or selling a business is exhilarating. The city of Houston possesses a powerful support network for business owners, but there is much to consider with any new business or growth strategy.
As entrepreneurs ourselves, BoyarMiller understands the pressures entrepreneurs and executives face, and we are passionate about helping them resolve challenges and pursue new opportunities.
Interestingly, unlike general partnerships (which can come into existence without the partners being aware or even specifically trying to avoid that relationship), a limited partnership can only come into existence “when a declaration is filed with the Registrar”: s. 2(2). So what about the liability of a limited partner until that happens? Well, until the declaration is filed and accepted by the Registrar, the partnership can only be characterized as a general partnership, which imposes UNLIMITED liability on the prospective limited partner.
Also worth mentioning is that you need to have a partnership before you can have a limited partnership. This means that the basic test for forming a partnership must exist at all times – namely, that one or more parties carry on business in common with a view to profit (see s. 3 of the Ontario Partnerships Act).
Government Contractors Association is a national trade association for 8a, hubzone, sdvosb, wosb, vosb, sdb, and all other companies interested in the government market. Our membership is also made up of government agencies from the federal, state and local level, as well as, universities, non-profits and other government entities.
Serving as the president of the Philadelphia-based Insmax Insurance Brokerage, Lawrence "Larry" Koresko is a business development and financial professional with three decades of experience. In addition to his work at the Philadelphia firm, Lawrence Koresko is a member of the Association for Advanced Life Underwriting (AALU), an agency that advocates on behalf of insurance professionals.
Following an announcement in July 2019, the organization has merged with GAMA International, with 98 percent approval from both agency’s members. AALU president and CEO Marc Cadin noted how historic the vote was as it highlights a desire to unify the industry.
While an intention to merge the two organizations was announced on July 29, 2019, voting on the move was open until February 14, 2020, with members voting to dissolve the GAMA and AALU. Despite the results of the vote, leadership in both organizations have yet to release detailed information about the new organization.
A discussion of the best way to get a job using an attorney recruiter or a legal recruiter. The best way to find attorney jobs with an attorney recruiter.
Jimmy Vercellino is one of the nation’s top VA Home Loan mortgage originators. A Marine veteran, he and his team work hard to help veterans take advantage of their VA loan benefit and become homeowners. From start to finish, they guide their clients through the process and make it as smooth and stress-free as possible. Visit the site at https://www.valoansforvets.com
VA Loans for Vets NMLS#184169
5050 North 40th Street, Ste 260
Phoenix, AZ 85018
(602) 908-5849
WHAT ARE THE KEY ROLES OF SPORTS AGENTS AND AGENCIES?Tyler Tysdal
We all know that sports superstars such as James Harden or Tom Brady don’t manage their businesses and appearances on their own. Athletes in the pro circuit are usually represented by sports agents who have
nothing but the best intentions for their clients. If you remember the film Jerry Maguire, Tom Cruise plays the role of a dedicated sports agent who stuck with his superstar partner Cuba Gooding Jr. through thick and thin
Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER Nation...Fulcrum Partners LLC
(September 12, 2019) Fulcrum Partners Managing Director Phil L. Currie Jr. is a featured speaker at the 2019 PLANADVISER National Conference (PANC 2019).
Fulcrum Partners Executive Benefits Represented at BDO Alliance USA ConferenceFulcrum Partners LLC
Managing Directors Bruce Brownell and G. Scott Cahill represented Fulcrum Partners executive benefits consultancy at the 2019 BDO Alliance USA Conference. The three-day event, which commenced April 29, 2019, was being hosted at the Cosmopolitan Las Vegas.
Interestingly, unlike general partnerships (which can come into existence without the partners being aware or even specifically trying to avoid that relationship), a limited partnership can only come into existence “when a declaration is filed with the Registrar”: s. 2(2). So what about the liability of a limited partner until that happens? Well, until the declaration is filed and accepted by the Registrar, the partnership can only be characterized as a general partnership, which imposes UNLIMITED liability on the prospective limited partner.
Also worth mentioning is that you need to have a partnership before you can have a limited partnership. This means that the basic test for forming a partnership must exist at all times – namely, that one or more parties carry on business in common with a view to profit (see s. 3 of the Ontario Partnerships Act).
Government Contractors Association is a national trade association for 8a, hubzone, sdvosb, wosb, vosb, sdb, and all other companies interested in the government market. Our membership is also made up of government agencies from the federal, state and local level, as well as, universities, non-profits and other government entities.
Serving as the president of the Philadelphia-based Insmax Insurance Brokerage, Lawrence "Larry" Koresko is a business development and financial professional with three decades of experience. In addition to his work at the Philadelphia firm, Lawrence Koresko is a member of the Association for Advanced Life Underwriting (AALU), an agency that advocates on behalf of insurance professionals.
Following an announcement in July 2019, the organization has merged with GAMA International, with 98 percent approval from both agency’s members. AALU president and CEO Marc Cadin noted how historic the vote was as it highlights a desire to unify the industry.
While an intention to merge the two organizations was announced on July 29, 2019, voting on the move was open until February 14, 2020, with members voting to dissolve the GAMA and AALU. Despite the results of the vote, leadership in both organizations have yet to release detailed information about the new organization.
A discussion of the best way to get a job using an attorney recruiter or a legal recruiter. The best way to find attorney jobs with an attorney recruiter.
Jimmy Vercellino is one of the nation’s top VA Home Loan mortgage originators. A Marine veteran, he and his team work hard to help veterans take advantage of their VA loan benefit and become homeowners. From start to finish, they guide their clients through the process and make it as smooth and stress-free as possible. Visit the site at https://www.valoansforvets.com
VA Loans for Vets NMLS#184169
5050 North 40th Street, Ste 260
Phoenix, AZ 85018
(602) 908-5849
WHAT ARE THE KEY ROLES OF SPORTS AGENTS AND AGENCIES?Tyler Tysdal
We all know that sports superstars such as James Harden or Tom Brady don’t manage their businesses and appearances on their own. Athletes in the pro circuit are usually represented by sports agents who have
nothing but the best intentions for their clients. If you remember the film Jerry Maguire, Tom Cruise plays the role of a dedicated sports agent who stuck with his superstar partner Cuba Gooding Jr. through thick and thin
Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER Nation...Fulcrum Partners LLC
(September 12, 2019) Fulcrum Partners Managing Director Phil L. Currie Jr. is a featured speaker at the 2019 PLANADVISER National Conference (PANC 2019).
Fulcrum Partners Executive Benefits Represented at BDO Alliance USA ConferenceFulcrum Partners LLC
Managing Directors Bruce Brownell and G. Scott Cahill represented Fulcrum Partners executive benefits consultancy at the 2019 BDO Alliance USA Conference. The three-day event, which commenced April 29, 2019, was being hosted at the Cosmopolitan Las Vegas.
The Federal Corrupt Practices Act (“FCPA”) prohibits a U.S. company or person from bribing foreign government officials to obtain a business advantage. Along with this seemingly simple restriction comes accounting and record keeping requirements with which companies must comply. The FCPA requires the implementation of a compliance program which addresses FCPA concerns and establishes an FCPA corporate policy. This webinar covers the basics of the FCPA, including an introduction to the regulators, both the SEC and DOJ, and recent communications to the public regarding the FCPA from these regulatory bodies. The standards for a compliance program review is analyzed, including what makes a program current and effective as well as how often the program requires review. The role of a compliance coordinator is discussed, as is record keeping, training, and retaliation. Finally, meals and entertainment, gifts, travel, charitable contributions, and hiring are all discussed with reference to recent government actions and legal decisions.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/foreign-corrupt-practices-act-2019/
This document brings together a set of latest data points and publicly available information relevant for Insurance Industry. We are very excited to share this content and believe that readers will benefit from this periodic publication immensely.
Fulcrum Partners Releases White Paper on Pre-Tax Income DeferralFulcrum Partners LLC
PONTE VEDRA BEACH, FL -- (April 19, 2018) Five years have passed since the executive benefits advisors at Fulcrum Partners LLC released Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, an in-depth report on the effectiveness of deferring compensation until retirement for the purpose of accumulating wealth and reducing taxes. While much has changed in the U.S. tax code, and on the national and global political and economic fronts, uncertainties of the tax environment remain.
Data Privacy Compliance (Series: Corporate & Regulatory Compliance Bootcamp)Financial Poise
All levels of society rely upon information technology systems. Network operations are pervasive and impact nearly every aspect of our society. The desire of companies to collect, use, store, and secure information about customers, employees, and other individuals is a requirement of the new economy. It is no wonder that the prevalence of electronic communications and a growing dependency on cyber structures and operations also create potential vulnerabilities to cyberattacks. It is critical to preserve information systems and address and prevent weaknesses in cyber protection efforts. This webinar examines the means for companies to reach data goals ethically, efficiently and legally. Best practices and model comprehensive privacy and cybersecurity policies are discussed. And, data breach response and related litigation, including class action litigation issues and fiduciary duty violations under corporate law, are discussed.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/data-privacy-compliance-2019/
Data Breach Response: Before and After the Breach (Series: Cybersecurity & Da...Financial Poise
Your company has just suffered a data breach – what do you do next? Who do you call for help? Whom do you need to notify of the breach?
Your company may have already implemented its information security program and has identified the responsible parties, including applicable outside experts, to be contacted in the event of a breach. However, now you must assemble your incident response team to investigate the extent of the breach, evaluate the possible damage to your company, and determine whether you must notify your clients or the public of the breach. This webinar gives you an overview of what to do when the worst happens.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/data-breach-response-2018/
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law by President Trump on March 27, 2020, provides various forms of relief for the economic impact of the Coronavirus crisis.
The Securities and Exchange Commission has been entrusted with a significant corporate compliance regulatory function, which has been expanded by seminal legislation in the recent past such as the Sarbanes-Oxley (“SOX”) and Dodd-Frank Acts. This webinar discusses board fiduciary duties and the tension between state corporate law standards and federal law. Board composition, independence, structure and processes (including best practices in regard to committees) are analyzed. Specifically, director independence is discussed as is audit committees and related requirements, regulations and exemptions. NASDAQ and the NYSE also have similar requirements for director independence and those are also discussed. The webinar also covers disclosure matters related to SOX compliance, including timing and content of an issuer's periodic disclosures. Both the legal requirements and best practices related to disclosure procedures and internal controls under SOX are examined. Means of controlling the costs of SOX, especially for smaller public companies, are also discussed, including trends in the industry related to high regulatory compliance costs. Finally, the applicability and best practices for privately held companies and SOX are considered…
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/securities-law-compliance-2019/
Private Company // Long Term Incentive Plan Design Template GuidanceFulcrum Partners LLC
This whitepaper report has been prepared by:
G. Scott Cahill, CLU, Cofounder & Managing Director Fulcrum Partners LLC. Read more about five primary components to an effective LTIP (Long Term Incentive Plan).
PONTE VEDRA BEACH, FL — (October 31, 2017) As Fulcrum Partners LLC executive benefits advisory commemorates its 10-year corporate anniversary, the organization is recognizing the dedicated team that has helped it grow to thirteen coast-to-coast offices and more than $6B in assets under management.
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the telegram contact of my personal pi vendor to trade with.
@Pi_vendor_247
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfpchutichetpong
The U.S. economy is continuing its impressive recovery from the COVID-19 pandemic and not slowing down despite re-occurring bumps. The U.S. savings rate reached its highest ever recorded level at 34% in April 2020 and Americans seem ready to spend. The sectors that had been hurt the most by the pandemic specifically reduced consumer spending, like retail, leisure, hospitality, and travel, are now experiencing massive growth in revenue and job openings.
Could this growth lead to a “Roaring Twenties”? As quickly as the U.S. economy contracted, experiencing a 9.1% drop in economic output relative to the business cycle in Q2 2020, the largest in recorded history, it has rebounded beyond expectations. This surprising growth seems to be fueled by the U.S. government’s aggressive fiscal and monetary policies, and an increase in consumer spending as mobility restrictions are lifted. Unemployment rates between June 2020 and June 2021 decreased by 5.2%, while the demand for labor is increasing, coupled with increasing wages to incentivize Americans to rejoin the labor force. Schools and businesses are expected to fully reopen soon. In parallel, vaccination rates across the country and the world continue to rise, with full vaccination rates of 50% and 14.8% respectively.
However, it is not completely smooth sailing from here. According to M Capital Group, the main risks that threaten the continued growth of the U.S. economy are inflation, unsettled trade relations, and another wave of Covid-19 mutations that could shut down the world again. Have we learned from the past year of COVID-19 and adapted our economy accordingly?
“In order for the U.S. economy to continue growing, whether there is another wave or not, the U.S. needs to focus on diversifying supply chains, supporting business investment, and maintaining consumer spending,” says Grace Feeley, a research analyst at M Capital Group.
While the economic indicators are positive, the risks are coming closer to manifesting and threatening such growth. The new variants spreading throughout the world, Delta, Lambda, and Gamma, are vaccine-resistant and muddy the predictions made about the economy and health of the country. These variants bring back the feeling of uncertainty that has wreaked havoc not only on the stock market but the mindset of people around the world. MCG provides unique insight on how to mitigate these risks to possibly ensure a bright economic future.
Even tho Pi network is not listed on any exchange yet.
Buying/Selling or investing in pi network coins is highly possible through the help of vendors. You can buy from vendors[ buy directly from the pi network miners and resell it]. I will leave the telegram contact of my personal vendor.
@Pi_vendor_247
how can I sell pi coins after successfully completing KYCDOT TECH
Pi coins is not launched yet in any exchange 💱 this means it's not swappable, the current pi displaying on coin market cap is the iou version of pi. And you can learn all about that on my previous post.
RIGHT NOW THE ONLY WAY you can sell pi coins is through verified pi merchants. A pi merchant is someone who buys pi coins and resell them to exchanges and crypto whales. Looking forward to hold massive quantities of pi coins before the mainnet launch.
This is because pi network is not doing any pre-sale or ico offerings, the only way to get my coins is from buying from miners. So a merchant facilitates the transactions between the miners and these exchanges holding pi.
I and my friends has sold more than 6000 pi coins successfully with this method. I will be happy to share the contact of my personal pi merchant. The one i trade with, if you have your own merchant you can trade with them. For those who are new.
Message: @Pi_vendor_247 on telegram.
I wouldn't advise you selling all percentage of the pi coins. Leave at least a before so its a win win during open mainnet. Have a nice day pioneers ♥️
#kyc #mainnet #picoins #pi #sellpi #piwallet
#pinetwork
If you are looking for a pi coin investor. Then look no further because I have the right one he is a pi vendor (he buy and resell to whales in China). I met him on a crypto conference and ever since I and my friends have sold more than 10k pi coins to him And he bought all and still want more. I will drop his telegram handle below just send him a message.
@Pi_vendor_247
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...Vighnesh Shashtri
In India, financial inclusion remains a critical challenge, with a significant portion of the population still unbanked. Non-Banking Financial Companies (NBFCs) have emerged as key players in bridging this gap by providing financial services to those often overlooked by traditional banking institutions. This article delves into how NBFCs are fostering financial inclusion and empowering the unbanked.
what is the future of Pi Network currency.DOT TECH
The future of the Pi cryptocurrency is uncertain, and its success will depend on several factors. Pi is a relatively new cryptocurrency that aims to be user-friendly and accessible to a wide audience. Here are a few key considerations for its future:
Message: @Pi_vendor_247 on telegram if u want to sell PI COINS.
1. Mainnet Launch: As of my last knowledge update in January 2022, Pi was still in the testnet phase. Its success will depend on a successful transition to a mainnet, where actual transactions can take place.
2. User Adoption: Pi's success will be closely tied to user adoption. The more users who join the network and actively participate, the stronger the ecosystem can become.
3. Utility and Use Cases: For a cryptocurrency to thrive, it must offer utility and practical use cases. The Pi team has talked about various applications, including peer-to-peer transactions, smart contracts, and more. The development and implementation of these features will be essential.
4. Regulatory Environment: The regulatory environment for cryptocurrencies is evolving globally. How Pi navigates and complies with regulations in various jurisdictions will significantly impact its future.
5. Technology Development: The Pi network must continue to develop and improve its technology, security, and scalability to compete with established cryptocurrencies.
6. Community Engagement: The Pi community plays a critical role in its future. Engaged users can help build trust and grow the network.
7. Monetization and Sustainability: The Pi team's monetization strategy, such as fees, partnerships, or other revenue sources, will affect its long-term sustainability.
It's essential to approach Pi or any new cryptocurrency with caution and conduct due diligence. Cryptocurrency investments involve risks, and potential rewards can be uncertain. The success and future of Pi will depend on the collective efforts of its team, community, and the broader cryptocurrency market dynamics. It's advisable to stay updated on Pi's development and follow any updates from the official Pi Network website or announcements from the team.
what is the best method to sell pi coins in 2024DOT TECH
The best way to sell your pi coins safely is trading with an exchange..but since pi is not launched in any exchange, and second option is through a VERIFIED pi merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and pioneers and resell them to Investors looking forward to hold massive amounts before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade pi coins with.
@Pi_vendor_247
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
how to sell pi coins at high rate quickly.DOT TECH
Where can I sell my pi coins at a high rate.
Pi is not launched yet on any exchange. But one can easily sell his or her pi coins to investors who want to hold pi till mainnet launch.
This means crypto whales want to hold pi. And you can get a good rate for selling pi to them. I will leave the telegram contact of my personal pi vendor below.
A vendor is someone who buys from a miner and resell it to a holder or crypto whale.
Here is the telegram contact of my vendor:
@Pi_vendor_247
The secret way to sell pi coins effortlessly.DOT TECH
Well as we all know pi isn't launched yet. But you can still sell your pi coins effortlessly because some whales in China are interested in holding massive pi coins. And they are willing to pay good money for it. If you are interested in selling I will leave a contact for you. Just telegram this number below. I sold about 3000 pi coins to him and he paid me immediately.
Telegram: @Pi_vendor_247
Deferred Compensation News Now Available by Email Subscription
1. PAGE 1 OF 4 // contact: Bruce Brownell 904.296.2563
FOR IMMEDIATE RELEASE
Deferred Compensation News Now Available by Email Subscription
PONTE VEDRA BEACH, FL -- (July 9, 2020) Fulcrum Partners, one of the largest
independent executive benefits consultancies in the U.S., announces the availability
of Deferred Compensation News on a no-cost, subscription basis. Previously offered
only as an online publication, Deferred Compensation News is now available for direct
email delivery.
“We have seen incredible growth in our blog following,” said Fulcrum Partners
Managing Director & Partner, Andy Hart. “In 2018, we rebranded Deferred
Compensation News with a new look and the new name to better reflect the content
2. PAGE 2 OF 4 // contact: Bruce Brownell 904.296.2563
and our message. We immediately saw a 192 percent increase in readership year-over-
year. Of course, we wondered if we could sustain that kind of interest and growth. We
are very excited to report that we’ve continued to grow our readership, with a 121
percent increase over the past twelve months.”
G. Scott Cahill, Managing Director & Partner, said, “As we’ve seen interest in our
publication grow, we’ve increased our publishing schedule. Most weeks, we release two
and sometimes three updates. Our schedule is not locked-in, however, because we
remain committed to publishing only when there is genuinely news of interest to our
marketplace.”
Among the most popular topics published recently on Deferred Compensation News
have been all content related to COVID-19 and furloughs, layoffs, IRC Section 409A, and
other aspects of deferred compensation. (See: IRC Section 409A v. COVID-19; PPP Loan
Forgiveness Calculation; Safe Harbor for Retirement Plans: Electronic Disclosure
Approved; When Executives Fail to Meet Company Stock Ownership Guidelines. )
ESG investing (environment, social and governance) and human capital also have
been widely read subjects. (Read: What Does ESG Stand For? What Does ESG Mean for
Business and Investors?; Mandated ESG Disclosure in Proxy Statements Appears to be
Only a Matter of Time.)
3. PAGE 3 OF 4 // contact: Bruce Brownell 904.296.2563
Deferred Compensation News (officially Deferred Compensation News and Updates)
was first published in September 2012 under the name, “Fulcrum Partners News”. The
goal of the publication is to provide timely and reliable information on deferred
compensation, executive pay and benefit plans. The publication includes content
written inhouse and content from select subject matter authorities. Articles frequently
drill down on the complex topics of 409A nonqualified deferred compensation;
employee reward and retention; institutional COLI, BOLI and ICOLI; tax- and cost-
efficient non-COLI funding strategies; low-cost tax managed non-COLI asset/liability
designs; succession planning and timely issues of the changing economy, work force
and tax code.
Fulcrum Partners is one of the nation’s leading independent executive benefits
consultancies. You can read Deferred Compensation News and Updates at
www.fulcrumpartnersllc.com/news or subscribe to get all updates upon publication
(www.fulcrumpartnersllc.com/subscribe/). There is no cost to subscribe and Fulcrum
Partners never shares personal information without express permission.
About Fulcrum Partners LLC:
Fulcrum Partners (fulcrumpartnersllc.com) is a wholly independent, member-owned
firm dedicated to helping organizations enhance their Total Rewards Strategy.
Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois;
4. PAGE 4 OF 4 // contact: Bruce Brownell 904.296.2563
Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra
Beach, Florida; Honolulu, Hawaii; Los Angeles and Newport Beach, California; Portland,
Oregon; Salt Lake City, Utah and Washington D.C. Fulcrum Partners is an independent
member of the BDO Alliance USA. Learn more about the Fulcrum Partners Team at
fulcrumpartnersllc.com/fulcrum-partners-team/.
This material has been prepared for informational purposes only, and is not intended to provide,
and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein
is of a general nature. You should seek specific advice from your tax professional before
pursuing any idea contemplated herein.
Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a
member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street
Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor.
Please refer to your investment advisory agreement and the Form ADV disclosures provided to you
for more information. VAI/VSI, LSF and BDO Alliance USA are non-affiliated entities and separate
entities from Fulcrum Partners and CapAcuity, LLC.
CONTACT:
Bruce Brownell
904.296.2563
press@fulcrumpartnersllc.com