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LEARN MORE WITH THE CONVERSE TEAM
We’re here with resources for the most talked about financial planning topics. Click a link below to check out recent Converse Team news, relevant industry articles and helpful planning videos.
RESOURCES
2020 CONVERSE TEAM NEWS
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Brandon Converse and Mike Converse attended the Raymond James Retirement Plan Advisory Council (RPAC) due diligence in Jupiter, Florida. RPAC is a collection of Raymond James top advisors dedicated to the fiduciary standard of care required when focusing on retirement plans.
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Adam Eilert passed the Series 63 exam. This license permits advisers to solicit orders for securities in Kansas, as well as, in depth studies into ethical practices and fiduciary obligations. This exam was developed by the North American Securities Administrators Association (NASAA) and is administered by the Financial Industry Regulator Authority (FINRA).
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The Converse Team was nominated and selected for the 2020 Wichita Chamber Small Business Awards. This annual program recognizes top businesses in Wichita for their achievements and contributions to the community.
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The Converse Team found out they were selected as a NAPA Top DC Advisor Team for 2019. This award highlights the nation’s leading defined contribution (DC) plan advisor firms. 2019 Top Defined Contribution (DC) Advisor Teams
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Erika Farney joined our team as the Administrative and Marketing Assistant.
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Casey Self successfully completed her Chartered Retirement Plans Specialist (CRPS®).
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The Converse Team was named as a Best Wealth Management Firm in Kansas by Acquisition International’s Worldwide Finance Awards 2020.