OPEN HOUSE: Wednesday, May 25, 2022 (1pm - 4pm)
Please plan to join us for an open house at the Guthrie Center location (413 State Street) to see our new office space, say goodbye to Vicki, and meet Casey! We will have cookies and beverages and would love to visit with you.
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Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass.
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Why should your advisor be an Accredited Investment Fiduciary® (AIF®) ?
Kristen Crouthamel, Financial Advisor at GCSB Investment Center, holds the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
The AIF® designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® designation. For more information on the benefits of choosing an AIF® designated Advisor, click here.
“We are extremely proud of Kristen’s latest achievement,” said Mike Underwood, chief executive officer and president, Guthrie County State Bank. “She has continued to advance her skills so that our clients can carefully plan their financial futures whether that is retirement forecasting, investments, group benefit and retirement plans or individual health insurance and Medicare supplements.”