Financial Plans Built to Span Generations | River Oak Asset Advisory | RFG ADVISORY

River Oak Asset Advisory, an independent investment and wealth management firm in Cincinnati, OH, is excited to announce their affiliation with RFG Advisory. Founder and CEO Steve Spaeth, CFP®, made the game-changing decision to embrace independence and launch his own firm after more than two decades with leading Wall Street institutions. “2020 afforded all of… Continue reading Financial Plans Built to Span Generations | River Oak Asset Advisory | RFG ADVISORY

Finance Advisory Committee Meeting – 19 Mar 2020

Agenda HTML: Agenda PDF: OPENING OF COMMITTEE MEETING 1. APPROVAL OF AGENDA 1.1 Introduction of Late Items 2. ADOPTION OF MINUTES 2.1 Minutes of the January 14, 2020 Finance Advisory Committee Meeting 3. PUBLIC COMMENTS 6. NEW BUSINESS 6.2 2020 – 2024 Financial Plan (Raj Hayre, Chief Financial Officer) Draft 2020 – 2024 Financial Plan… Continue reading Finance Advisory Committee Meeting – 19 Mar 2020

Keith Poniewaz, Ph.D. – Director of International Advisory Services | Financial Advisor

Keith Poniewaz, Ph.D., is a financial advisor on Walkner Condon Financial Advisors’ international team that works with U.S. expatriates. As part of Walkner Condon’s international team, Keith serves in the role of Director of International Advisory Services. In addition to his experience as an American abroad himself, Keith is tri-lingual and speaks English, French and… Continue reading Keith Poniewaz, Ph.D. – Director of International Advisory Services | Financial Advisor

How to offer Business Advisory Services (For Accounting Professionals)

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