intellicents on LinkedIn: intellicents Monthly Market Update - May 2024 (2024)

Our annual intellicents Sales Summit for 2024 kicked off today with teammates from all over the nation joining forces in our headquarters' hometown Albert Lea, MN! We launched this year's theme "bridging the gap + amplifying results" with a panel made up of our own Nick Madl, CFP®, Mandie Scott, Brandon Budd, AIF® RICP® and Nick Austin, CPFA® , QKA® to share our mission of bringing intellisteps - a worksite financial planning program - to all of our clients' employees.#intellicentssummit2024 #teamwork #financialplanning #employeebenefits #retirementplanning #intellisteps

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Are you at the PLANSPONSOR National Conference in Chicago this week? Make sure to check out the "Enhanced Engagement Efforts" breakout session where our very own CEO & Co-Founder Brad Arends will be moderating! There will be all the tips and optimal practices advice for getting employees to engage with financial wellness programs and retirement plans. Plus, examples from top plan sponsors and advisers. 💡#plansponsor #plansponsornationalconference #retirementplanning #employeebenefits #401k #financialplanning #financialwellness #intellisteps #intellicents

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Employers, committee members, and key personnel - this webinar is for you! Cybersecurity threats evolve at a relentless pace, and it’s critical for each of us to take a more proactive role in protecting our data, identities, and assets.Organizations need to adapt quickly to protect themselves and their employees!Join us for an insightfulintellicastas we discuss how to protect your business and your benefitsonJune 5th at 12pm CT.Expert speakers, Trish McGinity of Empower and Nick Austin, CPFA® , QKA® ofintellicents, will dive into the critical intersection of cybersecurity, benefits, fiduciary responsibilities and cyber insurance. #cybersecurity #retirementplanning #fiduciary #investments #employertools #wealthmanagement #intellicasts #intellicents

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Are college expenses in your future? Watch this recap of our latest intellicastto gain insights and strategies for smart college planningno matter what yourtimeline is. 🧑🎓#collegeplanning #collegesavings #education #financialplanning #wealthmanagement #intellicasts #intellicentshttps://lnkd.in/gpc_XEA6

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HOT OFF THE PRESS! intellicents teammates Grant Arends, Jeff Belton, AIF®, CPFA®, and Tom Krusic, CFP®, CPC, AIF® have been included in the 2024 “Top Retirement Plan Adviser” list by PLANADVISER. Click below to read all about how this prestigious honor further solidifies our team and mission. 🏆🏆🏆#topadviser #retirementadviser #topretirementadviser #planadviser #awards #teamwork #intellicentshttps://lnkd.in/gHYBvnmn

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Are college expenses in your future?The financial aspects of this significant transition can often be overwhelming, confusing, and require planning!Join us for our next intellicast on May 28th at 12pm CSTwhere you’ll gain insights and strategies for smart college planning on your own timeline. Save your spot now!#financialplanning #collegeplanning #collegesavings #wealthmanagement #investing #intellicasts #intellicents

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All the kickin' kudos to our intellicents team members that participated in the Med City half-marathon this past weekend in Rochester, MN! Watching them rise to the challenge was inspirational. Each mile they ran not only represented personal achievement, but contributed to our service committee project – “Miles for a Mission." – supporting Girls on the Run Minnesota. 🏃♀️#givingback #medcitymarathon #community #milesforamission #intellicents

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HOT OFF THE PRESS! intellicents continues to expand its employee benefits consulting presence in the Colorado area with the addition of Jarrod Ferstl. Read all about Jarrod's expertise as our newest Group Insurance Consultant and all the intellicents he brings to our team here.https://lnkd.in/e5wirBtZ

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A mother’s work is never done, never easy, and never celebrated enough. Happy Mother's Day weekend to everyone called "Mom". To those that have offered motherly wisdom and guidance into our lives, we want to wish you the best of days.You more than deserve it. ❤️

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