Perspective for What’s Ahead

Insights

Browse Insights by Category
May 14, 2024

Sandy Shultz named to the LPL Ambassador Council

Sandy Shultz from Winch Financial, based in Appleton, Wisconsin, announces that she has been named by LPL Financial as a new member of the LPL Ambassador Council Program. Sandy is one of 60 members selected from among nearly 23,000 LPL advisors and institution leaders nationwide for one of three councils…

Read More

March 14, 2023

The life of Pi

There’s a lot of inspiration in a slice of pie. Much like retirement planning, it all starts with a seed. If you plant the seed early enough and water it just right, it grows into a tree with apples plump enough to sustain you when you need to harvest them.…

Read More