Embracing the DOL Fiduciary Law

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New Aspect Financial Services leads the way in Retirement Planning! Last week, New Aspect Financial Services’ Karin Alvarado and Shawn Campas attended the National Association of Plan Advisors 401k Summit in Las Vegas. Both Alvarado and Campas recently acquired the distinguished and valuable Certified Plan Fiduciary Advisor (CPFA) designation. This designation is increasingly relevant with the U.S. Department of Labor Fiduciary rule which was set to begin April 2017. The DOL subsequently proposed a 60-day delay to the rule’s applicability date, which is set to begin June 9th .
Senior Partner Karin Alvarado’s goal is to serve and improve business’ retirement plan functionality, success, and reducing employer’s fiduciary liability. She works closely with a team of experts at New Aspect including Shawn Campas and Matthew Mullowney who are also a Certified Plan Fiduciary Advisors.
When asked Alvarado stated ” the DOL (Department of Labor Fiduciary) rule doesn’t change much for us as we’ve been serving our clients as Fiduciaries for years.”

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Book Signing

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On Jan 19, we hosted a book signing for Out Front: How Women Can Become Engaging, Memorable, and Fearless Speakers written by Deborah Shames. This event, co-hosted by Karin Alvarado, Senior Partner with New Aspect, gave the opportunity for local women in Napa to have on open forum with the author to discuss overcoming obstacles and the fear of public speaking.

 

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Aldea Life Success Workshop

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New Aspect Financial Services LLC. is off to a busy start in 2017. We have had two company hosted and sponsored events in January. At our offices on Jan 6th we held a Community outreach day for the Aldea Children and Family Services youth program where we hosted a Life Success Workshop.  We enjoyed meeting these amazing youth and having the opportunity to teach some basic business and life fundamentals. Matthew Mullowney, an advisor with New Aspect, cooked an outstanding lunch while educating the group with some healthy cooking skills while on a budget.

 

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2nd Annual Client Appreciation Event

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New Aspect Financial Services, LLC, held our 2nd Annual Client Appreciation Event at our Napa Office located in the historical Migliavacca Mansion. Sponsoring companies educated current clients and guests while they enjoyed live music, food and wine. This was a family friendly event with numerous activities for the kids to enjoy. The event was a huge success and we look forward to celebrating our clients again next year!

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2nd Annual Client Appreciation Event Invitation (Oct, 8th)

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We invite you to the 2nd Annual Client Appreciation Event for New Aspect Financial Services LLC. Please see event details on invite below and we hope to see you there!

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Client Appreciation Event Oct. 8th

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Save The Date! Our Annual Client Appreciation Event is coming up on Oct. 8th. We will have great food, live music, wine tasting, and activities for the kids. We hope to see you here with friends and family to show how much we appreciate you.

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Social Security Seminar

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Yesterday Matthew Mullowney and Karin Alvarado held a free seminar about Social Security Benefits here at our office in the Migliavaca Mansion in Napa California. At this seminar we talked about how social security benefits can help you and your family in your future.The event also featured complimentary wine and cheese to those who attended. Thank You to all those who attended and we hope you got plenty of helpful information about Social Security.
Below are some pictures from the event along with a copy of the handout we gave with information regarding social security.

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Engineering A Successful Retirement Plan Experience Seminar Photos

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On May 18th Karin Alvarado, along with guest speakers Larry Crocker and Al Chingren, held an seminar event at Rutherford Ranch Winery on Engineering A Successful Retirement Plan Experience. This seminar provided information on plan-level compliance and how you can design a retirement plan with more effective participant and retiree outcomes. It also provided educational information on the changing Fiduciary Regulatory Rules. Thank You to all who attended the event.
Here are some pictures from the event showing the speakers and venue.

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Engineering a Successful Retirement Plan Experience Seminar

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Join Karin Alvarado for a seminar on plan-level compliance and how you can design a retirement plan with more effective participant and retiree outcomes. Learn what participants value the most when planning on their retirement. Also get educational information on the changing Fiduciary Regulatory Rules. If you interested in attending this free educational event on May 18th, please RSVP to Lori Moirao at lmoirao@newaspectfs.com
See event details below:

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Join Matthew Mullowney, Trevor Rose an Estate Planning Attorney, and Partick Rinehart a Local CPA for an Educational and Informational Seminar at the local Napa Valley Public Library on May 14th. Come and gather information regarding your retirement planning and how to navigate the broad financial landscape. Matthew also does these seminars at the American Canyon Public Library.

Matthew Invite   Matthew Mullowney, QPFC

 

To learn more about the professional history of our financial advisor(s),
please visit brokercheck.finra.org

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