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!
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.
A Night at the Ballpark 2018
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. ...
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!...
Serving Food at the Rescue Mission
6th Annual Cinco de Mayo Shred Event
Earth Day 2018
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! ...
Terri Qualifies for MDRT Membership
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! ...