CUMBERLAND, Maine — Peter Fendler, president of Norton Financial Services in Cumberland, recently was named to Commonwealth Financial Network’s Retirement Advisor Council, an exclusive 22-member group of advisers.
The Retirement Advisor Council comprises seasoned advisers who specialize in, and have a deep working knowledge of qualified retirement plans. The group exchanges business planning ideas, collaborates on how Commonwealth can help affiliated advisors achieve success in this marketplace, and helps inform and shape the direction of Commonwealth’s retirement plan offering.
Prior to the start of the conference, Mr. Fendler joined fellow members of Commonwealth’s Retirement Advisor Council for the third annual Retirement Symposium—an educational conference hosted by Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA. The symposium, themed Promoting Wellness: Your Practice, Your Plans, and Participant Outcomes, took place in Chicago, Illinois, May 20–22, 2013, and provided strategies, tangible ideas, and resources to help promote wellness across all aspects of attending financial advisors’ retirement plan advisory practices.
At the two-day Retirement Symposium, attendees gathered with a targeted group to participate in advanced retirement-focused educational sessions and had the opportunity to engage with 401(k) industry experts, as well as Commonwealth’s home office staff. The agenda included formal presentations, workshops, keynote speakers, and breakout sessions, with focus placed on:
• Refining sales and practice management tactics to maximize profitability
• Leveraging business partners effectively
• Working with plan sponsors to optimize plan participation and outcomes
“Commonwealth continues to be a recognized leader in the qualified plan industry,” said Paul Mahan, Commonwealth’s vice president of retirement consulting services. “We are continually introducing innovative tools and programs that expand the capabilities of our advisors and strengthen their offerings in the retirement plan marketplace. We have placed heavy emphasis on resources that focus on, and are aligned with, plan health and participant preparedness for retirement.”
“Attending the symposium gave me the opportunity to network and share perspectives with my peers and industry experts, as well as exchange ideas with key Commonwealth staff on how I can improve my current service and offerings. It was a great experience that provided me with the continuing education I need to stay ahead of the curve. I am eager to apply these concepts to my client relationships, ensuring that you have the best possible guidance moving forward,” said Peter Fendler.
Norton Insurance • Financial are specialists in business insurance and employee benefits. The Norton team takes great pride in their consultative, relationship-based approach to risk and asset management. Norton works with their clients on an ongoing basis to provide monitoring and guidance and to develop creative solutions that are tailored specifically to the needs of their families, their business and their employees. Norton’s team of business insurance and employee benefits specialists is armed with a depth of knowledge and years of experience that we put to work for our clients. By offering proactive service, regular analysis and prompt and thorough reviews, Norton identifies opportunities, uncovers hidden exposures, and provides comprehensive services in the areas of Workers’ Compensation Insurance, Property and Casualty Insurance, Personal Insurance, Employee Benefits and Retirement Plans
For further information on Norton, call toll-free: 800.777.5244 or visit www.nortonne.com.
Securities & Advisory Services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Investment advisory services may be offered through Commonwealth Financial Network, a Registered Investment Adviser, and/or Norton Financial Services, a Maine and New Hampshire-Licensed. Fixed insurance products and services, investment advisory services, and TPA services offered by Norton are separate and unrelated to Commonwealth. 275 U.S. Route One
Cumberland Foreside, ME 04110
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Three Times in a Row.” The firm supports more than 1,450 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.