Spencer Financial, LLC was pleased to provide a Bronze Level Sponsorship at the recent “Champions For Children’s” gala show held at the Boston Seaport World Trade Center.
News & Updates
Sam Baldwin was recently interviewed by "The Wealth Channel" on Spencer Financial's use of technology to enhance communications with their clients. The interview targeted the advisory community.
See entire interview here
Mary Toth, CFP® serves as Financial Planning Coordinator at Spencer Financial, LLC. When not at work, Mary is an avid tennis player. The firm is pleased to report that Mary recently won the championship in the USTA Senior Slams Clay-Court tournament for the Eastern Mass. district held at Concord Country Club.
Bill Spencer and his wife Jennifer are pleased to announce the birth of their first child. Kendra Leigh Spencer was born on July 28, 2012. Kendra is Tom’s first grandchild!
Samuel Baldwin, CFP® has attracted industry attention for developing sustainable income strategies for retirees. He was recently published in "Broker World" on the subject.
Read entire article here
The MDRT will hold its annual meeting in Anaheim, California. Qualifying advisors from more than 60 countries will attend to discuss business practices, technical issues, and community service. Both Bill Spencer, CFP® and Sam Baldwin, CFP® have participated on advisory committees leading up to the meeting.
Sam Baldwin, CFP was recently asked how to encourage responsible financial behavior in children and young adults. His responses were printed in the MDRT online blog.
Read entire article here
The John Hancock Financial Network has named Spencer Financial one of the two top firms to be recognized as its "Practice of the Year". 65 entrepreneurial JHFN firms participated in an exhaustive review conducted by independent experts to evaluate all aspects of overall practice management and client service.
The Seeds of Peace camp in Otisville, Maine has been a regular recipient of fund raising efforts by Tom Spencer in conjunction with the MDRT Foundation. The camp brings together teenagers from areas of conflict around the world in an attempt to groom our next generation of leaders.
The advisors at Spencer Financial employ a creative approach to retirement income distribution. The approach is designed to avoid the risks which can result from an unfortunate sequence of returns during the retirement years. The strategy has caught the attention of other advisors and industry publications.