SELECTED The Bulletin: “Understanding Your Retirement Needs is Key to Effective Succession Planning”

Published on Jan. 5, 2021

January 2021: Corie Gabriel and Nicki Price Adams Featured in Selected Independent Funeral Home’s The Bulletin Article “Roosevelt Investments: Understanding Your Retirement Needs is Key to Effective Succession Planning”

Corie Gabriel is Director and Nicki Price Adams is Marketing Manager of the Private Client Group at SELECTED Preferred Partner Roosevelt Investments. They recently spoke to the bulletin about the services they offer and their support of SELECTED’s Funeral Home + Cemetery Management Community.

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December 2020 Memento Mori: “Stop Procrastinating and Start Focusing on Your Exit Strategy” by Tim Hermann

Published on Dec. 3, 2020

December 2020 Memento Mori: “Stop Procrastinating and Start Focusing on Your Exit Strategy” by Tim Hermann

Read the Full Article Here

July 2020 Memento Mori: “Maximizing Income in a Perpetual Care Fund” by Adam Sheer

Published on Jul. 27, 2020

July 2020 Adam Sheer’s Article in Memento Mori: “Maximizing Income in a Perpetual Care Fund”

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July 2020 American Funeral Director: “Asking the Right Questions Amid the COVID-19 Pandemic” by Corie Gabriel

Published on Jul. 8, 2020

July 2020 American Funeral Director: “Asking the Right Questions Amid the COVID-19 Pandemic” by Corie Gabriel

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July 2020: Nicki Price Adams is the Face of Wealth Management in American Funeral Director

Published on Jul. 8 2020

July 2020: Nicki Price Adams is the Face of Wealth Management in American Funeral Director

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The Director: “Decoding Succession and Exit Planning” by Vicki Fillet

Published on Jan. 24, 2020

January 2020 The Director: “Decoding Succession and Exit Planning” by Vicki Fillet

Source: The Director, a publication of the National Funeral Directors Association

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The Director: “When It Comes To Succession, We All Have Succession Issues” by Steven Wasserman

Published on Nov. 13, 2019

January 2019 The Director: “When It Comes To Succession, We All Have Succession Issues” by Steven Wasserman

Source: The Director, a publication of the National Funeral Directors Association

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August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

Published on Jul. 22, 2019

August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

Read the Press Release Here

Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation

Published on Jul. 9, 2019

Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation

Source: July 2019 ICCFA Magazine

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May 2019 The Director: “Charting the Course” by Vicki Fillet

Published on May 1, 2019

May 2019 The Director: “Charting the Course” by Vicki Fillet

Source: The Director, a publication of the National Funeral Directors Association

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March 22 2019: Adam Sheer’s Interview on Funeral Nation TV

Published on Mar. 22, 2019

March 22 2019: Adam Sheer’s Interview on Funeral Nation TV

Check out Adam’s interview regarding our collaboration with The Foresight Companies, LLC. serving the funeral services and cemetery professions. The interview on Foresight Roosevelt Wealth Management takes place between timestamp 7:30 and 18.

Watch Here

March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies

Published on Mar. 19, 2019

March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies

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October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning

Published on Oct. 10, 2018

October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning

Read the Press Release Here
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