The MDRT will hold its annual meeting in Anaheim, California. Qualifying advisors from more than 60 countries will attend to discuss business practices, technical issues, and community service. Both Bill Spencer, CFP® and Sam Baldwin, CFP® have participated on advisory committees leading up to the meeting.
Sam Baldwin, CFP was recently asked how to encourage responsible financial behavior in children and young adults. His responses were printed in the MDRT online blog.
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The John Hancock Financial Network has named Spencer Financial one of the two top firms to be recognized as its "Practice of the Year". 65 entrepreneurial JHFN firms participated in an exhaustive review conducted by independent experts to evaluate all aspects of overall practice management and client service.
The Seeds of Peace camp in Otisville, Maine has been a regular recipient of fund raising efforts by Tom Spencer in conjunction with the MDRT Foundation. The camp brings together teenagers from areas of conflict around the world in an attempt to groom our next generation of leaders.
The advisors at Spencer Financial employ a creative approach to retirement income distribution. The approach is designed to avoid the risks which can result from an unfortunate sequence of returns during the retirement years. The strategy has caught the attention of other advisors and industry publications.
Spencer Financial, LLC is pleased to announce that Sam Baldwin, CFP has successfully completed the CFA level I examination. CFA (Chartered Financial Analyst) is a globally recognized association of investment professionals. The CFA program requires a graduate level program of study that combines a broad curriculum with professional conduct requirements, culminating in three sequenti
Tom Spencer was recently honored by Endicott College for completing four years as Chairman of the Board of Trustees. Tom will continue supporting the college as a Trustee and as a member of the Executive Committee.
Spencer Financial, LLC is pleased to announce that Danielle Lau has passed the Series 6 securities examination. Successful completion of this exam will allow her to serve in a support capacity with regard to the management of our clients' investment portfolios. She can take instruction from our advisors and serve as another point of contact for clients wishing to keep track of t
Spencer Financial employs a three-part client service model including "Evaluation, Positioning and Management".
Spencer Financial, LLC is pleased to announce that Bill Spencer has received his CFP (Certified Financial Planner) certification. The CFP certification requires an extensive course of study followed by successful completion of a 10 hour, two-day exam. The CFP certification has become the most widely recognized financial planning credential among consumers. In order to maintain