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Over The Falls – Summer 2022 Thumbnail

Over The Falls – Summer 2022

On May 24th, the High Falls team held an all-day team building event which included lunch at Umi in Victor, axe throwing at Axes & Ales on East Avenue and Ice Cream at The Pittsford Dairy. Guess which team member immediately went home and built an axe throwing target?

Jen Vogler completed the Ed Slott training to become a member of the Ed Slott’s Elite Advisor Group℠. Members of this group must pass regular background checks, attend semiannual workshops, webinars and complete annual exams. Members in this group are specialists in retirement planning and are immediately notified of changes to the tax code and updates on retirement planning and have immediate access to IRA experts to answer tough questions. There are approximately 450 members all across the United States. HFA is proud to say that we now have three members: Ken Burke and Jim Englert have been members for more than two years and are now in the distinguished group of Ed Slott’s Master Elite Advisor Group℠. 

On July 10th, Ken Burke and Kevin MacPherson completed the IronMan 70.3 on Seneca Lake in Geneva! 

George Marron recently completed the Certified Investment Management Analyst® certification through the Investments & Wealth Institute. Fewer than two percent of financial services professionals hold CIMA® certification. The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States: The University of Chicago Booth School of Business, The Wharton School at the University of Pennsylvania, or the Yale School of Management. CIMA professionals must pass a certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility. 

On July 18th, Jen Vogler volunteered at the St. John’s Foundation annual golf tournament, which raised more than $95,000 for St. John’s Senior Services in Rochester, NY. Jen is a board member and the Secretary for the St. John’s Foundation. Ken Burke and George Marron participated in the golf tournament.