Emily Minnich, CFP® joins the Retirement Advisor Council
- Created: Thursday, 26 March 2020 09:30
East Granby, CT – Emily G Minnich, both a Senior Retirement Plan Consultant and Senior Wealth Strategy Associate with UBS Financial Services, has been invited to join the Retirement Advisor Council effective January 1, 2020.
Ms Minnich has over fifteen years of experience in retirement plan consulting, with an expertise in plan participant education. She focuses on assisting plan clients with fiduciary compliance, manager and vendor searches, fee analysis, benchmarking and helping to perfect the overall client experience.
After receiving a B.S. in Business Administration with a specialization in marketing from Bowling Green State University, Emily went on to earn an extensive list of professional credentials, including the Series 7, 66, life and health insurance licenses and the prestigious Certified Financial Planner™ (CFP®) designation. Emily has been recognized by the National Association of Plan Advisors (NAPA) as one of the Top Women Advisors in 2015, and the Top 50 Under 40 for two consecutive years (2015 & 2016). She is also an active member of the Women in Pension Network and will be serving as the Co-Chair for the 2021 Women in Retirement Conference.
To learn more about UBS Financial Services please visit www.UBS.com/us
About The Retirement Advisor Council
Formed in 2009, the Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers. To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management. The Council accomplishes this mission by:
- Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
- Sharing professional standards with plan sponsors who are responsible for the success of their plans.
- Providing collective thought capital to decision makers, product providers, legislators and the public.
- Giving voice to the retirement plan advisor community
- Offering tools to evaluate advisors to ensure the quality of services provided.
Retirement Advisor Council is a brand of EACH Enterprise, LLC. Learn more at www.retirementadvisor.us