Select members of the press are being invited to attend one or more of the educational sessions being presented by James Lange, Attorney / CPA. Lange is an eight-time bestselling book author and a nationally-renown public speaker. In these webinars, Lange will focus on advanced Roth IRA Conversion strategies and Estate Planning techniques that very few experts even know about.

Incedo, Inc. (Incedo), a leading digital transformation consulting and technology solutions firm, has been named as a finalist in this year’s ThinkAdvisor Luminaries Class of 2022, an industry competition, now in its second year. The judges also gave a nod to Chief Executive Officer Nitin Seth in the Thought Leadership and Education category.

​Atlas Wealth Strategies (Atlas), a financial services firm headquartered in Hopkinton, is proud to sponsor the Sustainability Summit. The event begins at 6 p.m. Thursday, November 17, 2022, and will take place at the Hopkinton Center for the Arts (HCA) located at 98 Hayden Rowe, Hopkinton. The Summit, which is free and open to the public, is part of the HCA’s “Art of the Conversation” series. Anyone interested can reserve a free ticket via the HCA event page.

​Keen Wealth Advisors, an independently owned financial advisory firm based in Overland Park, Kansas, will sponsor again this year the Angel Flight Central Gala on Friday, November 18, 2022. The gala, which will be held at the Muehlebach Hotel at Kansas City Marriott Downtown, is expected to raise over $220,000 to support Angel Flight Central’s mission. Angel Flight Central (AFC) serves people in need by arranging charitable flights for access to health care or other humanitarian purposes in the Central American states.

The Make Time Institute announced the international best-selling book by Founder Travis G. Parry, Ph.D (Dr. Parry), Achieving Balance: The Make Time Method To Help Reach Business AND Personal Goals In An Overworked World, is now available as a limited gift edition that includes a signed paperback book, t-shirt, and hat. Dr. Parry’s proven methodologies are aimed at help financial professionals (including those in legal, accounting, insurance, financial planning, and investment advisory disciplines) make lasting changes and live life on purpose – but any run-down, unhappy business professional or entrepreneur should also find wisdom and food for thought as they read through and underline the concepts in this important book.

Advyzon has been named a finalist in the 2022 MMI/Barron’s Industry Awards, an annual competition and industry-leading awards program that recognizes innovation and leadership in the investment advisory solutions industry, voted on by members of the Money Management Institute (MMI).

Buckingham Advisors is on October 25, 2022, hosting a virtual event on how to manage stress and live life on purpose in an overworked world The general public is invited to attend the 60-minute virtual event, which begins at 6 pm ET. The keynote speaker will be Dr. Travis Parry, a work-life balance expert. ​

Impact Communications, Inc. announced the firm has been named a finalist in the 2022 MMI/Barron’s Industry Awards, an annual competition and industry-leading awards program voted on by members of the Money Management Institute (MMI). The judges gave the finalist nod to Impact Communications for Impact’s work with the National Association of Personal Financial Advisors (NAPFA).

Nepsis, Inc. announced the launch of its new mobile app for iOS and Android mobile devices. The app is designed to offer easy access to objective market insights from Nepsis®, a fiduciary financial services organization that is committed to educating people so that they can accomplish their investment and planning goals. The Nepsis® App is now available for free download on the Apple App Store and Google Play.

RealToken Technologies Inc. (RealT) announced the launch of Walletless, a feature that allows investors to participate in the new realm of tokenization of assets without a Crypto-Wallet. RealToken's Walletless is now available for investment by both individuals and business entities under Regulation D and Regulation S. The RealT platform will soon be available to US self-directed IRAs. 

Fidato Wealth announced a continuing education course, scheduled to begin later this month. The interactive session, titled Retirement Planning Today®, will be taught over two nights, with sessions offered by Highland Community Education and Lorain County Community College. These sessions are part of a larger financial literacy project, including online and in-person classes being offered in both September and October.