Posts by Heather Gudac

Angela Keeley-White joins Financial Symmetry’s Operations Team

06/26/2013

Angela Keeley-White is Financial Symmetry’s newest Operations Specialist. Angela has worked in the finance field since 2008 when she started as an intern at Financial Symmetry. She grew up in…

Mike Eklund Joins Financial Symmetry’s Team of Advisors

06/26/2013

Heather Gudac

Mike Eklund, CRPC®, will begin advising clients of Financial Symmetry. Mike joined Financial Symmetry’s team in September of 2012 after making a career transition from the banking industry to personal…

FSI’s 3rd Annual Client Appreciation Night is a hit!

05/13/2013

Heather Gudac

On Friday, April 26th, we hosted our Third Annual Client Appreciation Night. Almost 150 of our clients and their families enjoyed a night of good food, conversation and baseball as…

Allison Berger, CFP®, participates in “Jump-Start Your Retirement Plan”

02/26/2013

Heather Gudac

On Thursday, February 7th, Kiplinger teamed up with the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation to answer retirement and financial questions. The program was…

Contribution Limits Increase for 2013

01/16/2013

Heather Gudac

Have you made your 2012 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time! Tax payers have until Monday, April 15th of 2013…

FSI plays in 2012 O’Berry Center Golf Tournament

10/16/2012

Heather Gudac

One of our favorite events every year is the O’berry Center Foundation Golf Tournament. Serving 67 North Carolina counties, the O’Berry Center Foundation strives to improve the quality of life for…

FSI Faces-off at 2012 Golden on the Green

09/13/2012

Heather Gudac

For the past seven years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. The tournament, which has been an…

Important Retirement Account Deadlines are Fast Approaching

08/28/2012

Heather Gudac

There are a few upcoming deadlines that may apply to you or your retirement accounts. If you have questions about these dates, please feel free to contact us or your…

Where Has Your Money Gone?

07/06/2012

Heather Gudac

Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2012 budget? I bet your last response is “No.” Now is most likely not the…

Posts by Heather Gudac

Angela Keeley-White joins Financial Symmetry’s Operations Team

Mike Eklund Joins Financial Symmetry’s Team of Advisors

FSI’s 3rd Annual Client Appreciation Night is a hit!

Allison Berger, CFP®, participates in “Jump-Start Your Retirement Plan”

Contribution Limits Increase for 2013

Top 10 Economic Stories of 2012

FSI plays in 2012 O’Berry Center Golf Tournament

FSI Faces-off at 2012 Golden on the Green

Important Retirement Account Deadlines are Fast Approaching

Where Has Your Money Gone?

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