SYM Financial Advisors Podcast

SYM senior financial advisor Seth Whicker talks with Chief Investment Officer Andy Popenfoose about the impact of COVID-19 on the markets.  This podcast answers questions such as:  Where will the markets go in 2021 and beyond? What did COVID-19 do to the investment market? What did we learn about investing in a pandemic? What do I need to know for investing in 2021 and beyond? _____________________________________________________________ SYM Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

This is a webinar for women about debt management and financial strategies for managing debt.  This conversion answers questions such as: Should I pay off my mortgage? What is debt consolidation?  How does debt consolidation work? _____________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

Gain unique insight from Jill Young, certified EOS facilitator on leading your business through uncertain times. ____________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners.  Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability.  This podcast answers questions such as:  When should I sell my business? How do I sell my business? What is a business valuation? What do I need to know about succession planning? _____________________________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

SYM CEO Jerry Yeager, JD, joins principal and senior financial advisor Seth Whicker to discuss the ins and outs of financial planning for nonprofits. From their own experience in the nonprofit world the unique dynamics of institutional investing, Seth and Jerry offer an inside look at SYM's services.  _______________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

SYM senior financial advisor and principal Sarah Delahanty discusses the unique needs of corporate executives in this podcast. Topics include stock options and grants, diversification, deferred compensation, and time management for executives.   __________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

Join Seth Whicker and Tom Ackmann, principals and senior financial advisors with SYM Financial Advisors, for an overview discussion of SYM's Employer-Sponsored Retirement Plan services. _______________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

Healthcare professionals approach their careers in a different way than the average working professional. This poses both a unique challenge and opportunity. Join SYM principals Seth Whicker and Rick Harrison as they discuss  financial investing and planning for the healthcare professional, the importance of working with a fiduciary advisor, and some advice on maximizing opportunities to make and grow wealth. _____________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

This April 2020 podcast explores the coronavirus pandemic from the inside – literally. Observing proper social distancing protocol. SYM advisors Seth Whicker and Andy Popenfoose explore the economic conditions surrounding this time of uncertainty, including parts of the CARES Act and market responses. __________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

Sponsored by SYM Financial Advisors in cooperation with the Wells County Indiana Chamber of Commerce, Unpacking the CARES Act for Business Owners includes guidance from panelists: Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Tom Whicker, Senior Retirement Plan Advisor, SYM Financial Advisors Randy Brinneman, Senior Vice President, Ossian State Bank The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Joe Cohen, Barrett McNagny Attorneys at Law, Nathan Courtney, Angie Daugherty, Cloverleaf Advisory Group, Dr. Brad Stutler, or Stutler Dental Care. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. ____________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists: Joe Cohen, Partner, Barrett McNagny Attorneys at Law Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Nathan Courtney, Consultant, Legacy Practice Transitions and Owner, Cloverleaf Advisory Group Angie Daughtery, Lead Advisor, Cloverleaf Advisory Group Dr. Brad Stutler, Stutler Dental Care The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Joe Cohen, Barrett McNagny Attorneys at Law, Nathan Courtney, Angie Daugherty, Cloverleaf Advisory Group, Dr. Brad Stutler, or Stutler Dental Care. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. _________________ Sym Financial Advisorshttps://www.sym.com9100 Keystone Crossing #560, Indianapolis, IN 46240(800) 888-7968https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640(989) 631-0244https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545(574) 287-0035https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804(260) 387-6822https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590(574) 267-2300https://g.page/sym-financial-advisors-winona?gm

In celebration of SYM's 50th anniversary, speaker, author and coach Susan Turnbull spoke to a gathering of friends and community in four of our SYM communities. In this podcast, we're featuring the presentation in Winona Lake, Indiana. Listen as Susan redefines the word "legacy," taking it back from the grave, then treats the audience to a hands-on, invigorating exploration of the riches we can leave for our families, friends, communities, and the generations that will follow. To access the print materials referenced in the podcast, visit the podcast page on SYM's website. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Susan Turnbull or Personal Legacy Advisors, Inc. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. _______________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

Join SYM Financial Advisor Michelle Hipskind in a story-filed, engaging discussion about the value of making sure you have the proper beneficiary designations on your bank accounts and other assets. What the topic lacks in glamour, it makes up for in importance! www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. _______________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

Brad Duling, CFP®, Financial Advisor and Partner, interviews the author of "The Other Talk" and asks key questions about the process of communicating later-in-life wishes within a family. Join us for a behind-the-scenes look at this much used SYM planning resource. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. __________________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

As parents and grandparents, we want to do all we can to lead our kids to a financially sound future. In this podcast Steve Yeager, Senior Vice President at SYM Financial Advisors, explains the process of using the Roth IRA in a unique way - to encourage, teach, and assist kids in saving for their retirement, as young as 12 or 13. Add the power of compound interest and this becomes an exciting opportunity for adults and teens alike. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. __________________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

A few dollars here, a few dollars there - over the course of years and decades, these dollars add up. Still, most retirement investors - and retirement plan sponsors – have little or no idea how much of their retirement savings is lost each quarter to fees. Join Tom Ackmann, SYM Vice President and Qualified Plan Advisor, and Michelle Hipskind, Financial Advisor, for a succinct and sometimes surprising "inside look" at the workings of fee structures within retirement plans. In this podcast, Tom and Michelle help you to follow the money, to better understand who is earning what, and making it clear who is paying for it. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. _____________________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

I'm responsible for WHAT? takes you behind the scenes of the legal obligations associated with caring for Americans' retirement monies. Understand what you, as a plan sponsor, can expect from your advisor, your TPA, and others, and how to optimize your plan structure to get the best for you and your employees. Join SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind for a short but eye-opening peek behind the curtains. What you learn may save your company, and your employees, valuable time and dollars. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. ____________________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

Are you responsible for choosing a new retirement plan for your company? Are you responsible for evaluating your current one? SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind offer valuable insight into factors to consider so your plan fits your needs. From employee retention to maximizing owner benefits, tune in to this podcast hear straightforward advice designed to serve the best interest of you - the plan sponsor. Retirement plans can accomplish a wider set of objectives than most business owners realize, so don't miss this chance to tune in and learn. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. __________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

We continue the discussion of documenting your family financial information for the benefit of survivors when families experience death or incapacitating illness, with a step-by-step plan for creating a financial inventory in case of emergency. Download your financial inventory form at www.SYM.com. The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. ____________________________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

Who takes the lead in your financial relationships? Every family unit includes people with different areas of dominance in financial decision making. In times of loss, it becomes vital that survivors know enough about the family finances to take the reins when necessary. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. ____________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm