In the Community

Highpoint Advisors is happy to sponsor and participate in many community events throughout East Syracuse, NY and the surrounding areas. Look through some of our recent events below. We hope to see you at our next local event!

FOCUS 2018

This year, all three of our advisors attended the “LPL Financial Focus” Conference in Boston. Many of you may think, “Ahh, you’re calling your vacation a conference now. I get it!” While that may be true for many advisors, I assure you it is not true of our firm. We speak with other advisors, LPL Financial home office staff and executives, technology partners, and market researchers with the goal of analyzing how we run our business to provide better service to you. We are excited about these enhancements and excited about our partnership with LPL Financial. A few highlights of what we learned: 1. Mobile App – LPL is working on a Mobile app that will allow to quickly and easily access your accounts, documents, and goals from the palm of your hand. While this is available via AccountView now, it is more cumbersome than it should be and LPL is making progress to change that. We did a demo of the application, and it looks fantastic. It is currently in a pilot testing phase, and we expect it to be available in the first half of 2019! 2. AccountView – While we don’t dislike it as much as many others do, it could use a refresh, and a refresh is what it is getting. The new Accountview online web portal will be more intuitive and modern, using the same playbook that is being used to create the mobile app. Accountview should also be rolled out in the first half of 2019. 3. Move Money – LPL is enhancing the system for moving money. Currently, we need a voided check to set up distributions from your LPL account back to your bank. However, there is one problem with that…many of you do not use checks anymore. Over the coming weeks, we will no longer require a voided check to set up the ACH electronic funds transfer to your bank! 4. Experience – LPL Financial’s commitment this year has been “Making it easier to do business with us.” They have rolled out hundreds of updates this year designed to make it easier for our clients to do business with us. Some small and some large, but all of them (like the ones mentioned above) are designed to improve your experience and “Easier to do business with us!” There were many other conversations we had, and we will use those to evaluate our practice with the goal of delivering an excellent client service experience. Thank you for the trust and confidence you place in us.

AJ at FOCUS
Terri at FOCUS
Pat at FOCUS
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A Night at the Ballpark 2018

The HighPoint Team
Cozying up in the Hank Sauer Room
Beautiful Evening
On Thursday, June 14th, the HighPoint Advisors, LLC team hosted a night out at the ballpark. We rented the Hank Sauer room at NBT Bank Stadium and cheered on the Syracuse Chiefs as they took on the Scranton/Wilkes-Barre RailRiders (Triple-A affiliate of the New York Yankees). This is the second year in a row HighPoint has hosted an event of this scale, and we're already looking forward to next year! The Chiefs hung in there - tied 3-3 at the bottom of the 9th - but couldn't match Scranton's astounding 6 runs in the 10th inning. Click here for a full recap of the game. Thank you to our sponsors James Doyle of Natixis and Phil Martin of MFS for helping to make this wonderful night possible. A very special thank you to the clients who joined us - we hope they had as much fun as we did! HighPoint Advisors ...

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Nourishing Tomorrow’s Leaders

Over the past several months, Managing Director AJ devoted his Wednesday nights to Nourishing Tomorrow's Leaders, a non-profit board training program run by The Gifford Foundation in Syracuse. The program's mission is to increase overall board diversity, "deepen the pool of trained board members, and inspire potential leaders" in Central New York. The workshops provide an overview of how board members add value, how to make the connection between your passion and area nonprofits, what it means to be a nonprofit and more. Topics include organizational lifecycles, group dynamics, networking and conflict resolution. Serving the community has always been important to AJ. Under his leadership, the team volunteers as a group on a regular basis, and HighPoint supports the philanthropic efforts of its individual employees throughout the year. With the expertise he's gained and network he's built as a graduate of the NTL program, AJ is excited to take on some philanthropic projects of his own. ...

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Terri Elected as Board of Education Member

Congratulations to our very own Terri Krueger for winning a seat on the Board of Education of the North Syracuse Central School District on May 15th. Her term started almost immediately, so she is already working hard to serve the students and parents of the district. Terri chose to run because she wants to continue her child advocacy work. Her goal as a member of the Board of Education is to "ensure that every child gets a quality education, and no children slip through the cracks". We think the students of the North Syracuse district are lucky to have her, and we can't wait to see what she does next!...

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Serving Food at the Rescue Mission

On Friday, May 18th, the HighPoint Advisors, LLC team took some time out of their day to help out at the Rescue Mission. It was rewarding to participate in the Rescue Mission's important work alongside their dedicated staff and daily volunteers. Together, we did food prep, served dinner, and helped clean up the cafeteria space. The Rescue Mission in Syracuse offers a range of services to those in need. The Food Service Center in Syracuse serves breakfast, lunch and dinner every day of the year, which equals approximately 700 free meals a day and nearly a quarter million meals a year! They also have an emergency shelter and a day center on site to offer a safe place to come in from the elements. To learn more about what The Rescue Mission has to offer, visit their website....

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6th Annual Cinco de Mayo Shred Event

The spread
The team after cleaning up!
The HighPoint Team
The 6th Annual Cinco De Mayo Shred Event hosted by us at HighPoint Advisors, LLC was a fun night for all! It was so great to see so many of our friends and clients come out and enjoy some great local food and dispose of their documents in an environmentally friendly and secure way. Most clients managed to shred their items before the rain hit, and enjoyed the spread of tacos and sangria until it cleared up. This year, we shredded over 1,200 gallons of our clients’ documents. One client shredded 10 whole bags of paper! We had a 4 ton shred truck brought by Shred Solvers, and food catered by Carmelita's. Thank you to Alan Critchell from American Century for sponsoring the event and providing a very informative update on the global markets. We look forward to seeing you at this event next year!
Enjoying the presentation
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Earth Day 2018

HighPoint Family
On April 20th, the HighPoint Advisors, LLC team took a day off to help clean up our community as part of Earth Day 2018. This year we chose a stretch of Manlius Center Road, near our office. Even though it was chilly, we did our part to help clean up mother earth. A special thanks to OCCRA for taking care of the garbage that we took off the road. After our cleanup was complete, we grabbed a few slices of pizza at Trappers II. It was great to get out of the office and help the community....

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Heart Walk 2018

On April 21st, 2018, the team at HighPoint Advisors, LLC once again supported the Syracuse Heart Walk. The Walk took place at the SRC Arena, and on the most beautiful morning that Syracuse has seen in weeks. During our fundraising period the team raised over $2,100 for the American Heart Association. That puts our team in the top 15% of all participating teams! As of the date of the walk the total amount raised by all teams was roughly $548,000 – and fundraising is still open for another couple weeks. We would like to thank our clients, friends, families, corporate partners, and our team in their effort toward reaching this fundraising amount. We look forward to participating in this event again next year!  ...

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Terri Qualifies for MDRT Membership

We’re proud to announce that, once again, Terri Krueger has qualified for membership in the Million Dollar Round Table (MDRT). This is the 5th year that Terri has qualified for MDRT. Attaining membership in MDRT is a distinguishing career milestone. It requires Terri to adhere to a strict Code of Ethics, focus on providing top-notch client service and continue to grow professionally through involvement in at least one other industry association.  
Terri Krueger MDRT
MDRT Logo
Founded in 1927, the Million Dollar Round Table (MDRT), a Premier Association of Financial Professionals®, is a global, independent association of more than 49,500 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. MDRT is committed to delivering innovative ideas and connecting members so they can share best practices in order to maintain high professional and ethical standards. MDRT also offers continuing education opportunities, provides informative and inspirational meetings, and encourages members to support community and charitable involvement through the MDRT Foundation....

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Believe In Syracuse Birthday Bash

On January 26th, 2018, the team at HighPoint Advisors, LLC joined Believe in Syracuse for their annual Birthday Bash. It's the fifth year that Believe in Syracuse has thrown the event, and the first in which HighPoint has participated. We had a great time mingling with people - over 1,200 visitors and 80 vendors attended the event! We were lucky enough for our booth to be located right next to Creole Soul. Darren, the chef and owner, supplied us with a steady stream of delectable samples all evening. If you've yet to try his food, we highly recommend it! Overall, it was wonderful to spend the evening celebrating all that Syracuse has to offer against the enchanting backdrop of the Landmark Theater. We hope to return in the future! ...

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