🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Hiya, #NAPANation! Here's a reminder from Bonnie Treichel (and Sadie) to register for the #NAPA401kSummit! She's addressing advisor #leadership and how to enhance your committee meetings and more! Check it out: bit.ly/3T3cINQ #TheAdvisorExperience

.NAPA - National Association of Plan Advisors #401kSummit #401k #retirementincome session Tuesday 8 am "Guaranteed In-Plan Income Challenge Solved!" Glenn Dial American Century Investments Bonnie Treichel Alex Assaley & Sneaker Pro Chad Brown LeafHouse Financial Income America

Check out Bonnie Treichel break down the new DOL rule tomorrow. streamyard.com/watch/AfZf6kcr…

Giddy up - timely #fiduciary update Jamie Hopkins Bonnie Treichel

Great run through of dol rule from Bonnie Treichel

Mike Valenti Brian Portnoy Scott Galloway Daniel Crosby I’m not as smart or as good of a writer as the rest of this group. I am working on a book with Bonnie Treichel though

Can’t wait for this opportunity to speak with Larry Sprung, CFP®! If you haven’t been regularly listening to his podcast, check it out! It will likely bring some JOY to your day!

𝙒𝙝𝙖𝙩 𝙙𝙞𝙙 𝙮𝙤𝙪 𝙙𝙤 𝙩𝙤𝙙𝙖𝙮 𝙩𝙝𝙖𝙩 𝙗𝙧𝙤𝙪𝙜𝙝𝙩 𝙮𝙤𝙪 𝙟𝙤𝙮?® I went to an awesome brunch with Denise and my in-laws! and the questions my in-laws asked have me reflected on Carson Group Partner Summit It was an amazing few days filled with great people, a

Aravind Sithamparapillai Larry Sprung, CFP® Wealth Management EDGE Inside ETFs+ Pure JOY is seeing Larry Sprung, CFP® and Bonnie Treichel educating on the main stage at Wealth Management EDGE

So thankful for the opportunity to present with Larry Sprung, CFP® at Wealth Management EDGE about the convergence trend shaping financial services and the role of regulations and legislation in moving this forward.

We spy Larry Sprung, CFP® and Bonnie Treichel It is great to see them educating on the convergence of Wealth and Retirement The coordinating outfits were not planned, but they do make for nice photos! Wealth Management EDGE Inside ETFs+ #WMEdge

Larry Sprung, CFP® Bonnie Treichel WealthManagement.com Wealth Management EDGE Inside ETFs+ You can learn from Bonnie Treichel on episode 164 of the Mitlin Money Mindset® mitlinmoneymindset.libsyn.com/website/endeav…

Chevron case was the legal backbone of administrative law in the US It was an unanimous Supreme Court decision when it was passed. Overturning it will IMO have a few big implications 1) lots of legal work and law suits to come 2) much harder for govt to regulate industries

FinServ Foundation Welcomes Two Distinguished Leaders to its Board of Directors ⁦⁦SurgiFi⁩ and ⁦Bonnie Treichel⁩ finance.yahoo.com/news/finserv-f…

Jamie Hopkins SurgiFi Bonnie Treichel You love to see it! Congrats to both!

This week, we held our Vestwell National Sales Meeting in NYC. There were a few observations I had: 1) Vestwell is definitely not a startup. The maturity and breadth of talent and our platform shine and are only getting better by the day. 2) Our partners were as energized

Such an honor to host Tom Clark of Wagner Law Group this week!!

The FinServ Foundation is delighted to announce the appointment of Bonnie Treichel, JD  to its Board of Directors 🎉 "FinServ Foundation is thrilled to welcome Bonnie  our esteemed board,” said Jamie Hopkins Jamie Hopkins President at FinServ Foundation Foundation

You can see all the Finalists and read about all the Categories on ThinkAdvisor website event.thinkadvisor.com/luminaries-awa…

Nick Gertsema FinServ Foundation And with Bonnie Treichel we actually have $10k in matching but have passed $6k in additional donations today. So wonderful to see!