Page 57 - Southington Magazine Holiday 2020 Issue 42
P. 57

  Michael E. Callahan Named to 2020 Financial Times 401 Top Retirement Advisers
Michael E. Callahan, an independent fi- nancial advisor and President of Edu4Retire- ment, Inc., was selected as one of Financial Times Top 401 Retirement Advisers across the nation for 2020. This is Mr. Callahan’s fourth year being selected by Financial Time’s Top 401 Retirement Advisers. In addition to 2020, Mr. Callahan has been awarded the FT 401 for 2015, 2016, and 2017.
Mr. Callahan is a broker and investment advisor representative through Cetera Advi- sors, LLC. He has over 40 years of experience in the pension field, is one of only sixteen ad- visors in Connecticut who were named by Fi- nancial Times. To compile this list of advisors, Financial Times set out to begin highlighting leading professionals who specialize in advis- ing United States employers on their defined contribution (DC) plans. The FT 401 recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S. This is the sixth annual FT 401 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times.
Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under advisement (AUA); DC AUA growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compli- ance record. There are no fees or other consid- erations required of advisers who apply for the FT 401. Among the factors used to qualify advi- sors for this list were experience, client reten- tion, compliance record and ability to generate new business. These top advisors hail from 41 states and Washington, D.C. and must have at least $50 million in DC plan assets each.
“I’m honored Financial Times has chosen me as one of its top advisors for 2015, 2016, 2017, and again for 2020,” said Callahan. “We
SouthingtonMag.com
sincerely appreciate their recognition, and I’m grateful to my team at Edu4Retirement, as well as my clients, for making it happen. I couldn’t have done it without them.”
ABOUT EDU4RETIREMENT, INC. Edu4Retirment, Inc. specializes in retire-
ment plans and retirement planning. Our four core components are retirement plan consult- ing (Business Solutions), individual level plan- ning (Individual Retirement Solutions) and Wealth Management and retirement educa- tion. We use a goals-based approach to prob- lem solving. We work independently with a wide range of products and services to help achieve our client’s goals. Securities and advisory ser- vices are offered through Cetera Advisors LLC, member FINFR/SIPC. Cetera is under separate ownership from any other named entity.
Financial products and services are tools that we use to meet our client’s financial objec- tives, but the overall solutions are developed directly from our client’s goals and aspirations. For more information about Edu4Retirement, Inc. please visit http://www.edu4retirement. com, email us at mc@edu4retirement.com, or call 860-863-4155 (office), 203-988-0705
(cell), 860-329-0304 (fax), or 800-530-9896 (toll free).
ABOUT CETERA ADVISORS LLC
Cetera Advisors LLC, headquartered in Denver, Colorado, is a full-service independent investment advisor/broker-dealer. Founded in 1981, Cetera Advisors provides industry-leading products and services to more than 1,000 financial professionals nationwide. Cetera Advisors LLC is wholly owned by Cetera Financial Group, Inc., which is wholly owned by Cetera Financial Holding, Inc. Cetera Financial Holdings, Inc. is principally owned by Aretec. For more information, visit ceteraadvisors.com.
IMPORTANT NOTICE
The FT401 Top US Retirement Advisors is a list of profes- sionals who specialize in advising US employers on their defined contribution (DC) plans. Applicants were required to advise on at least $75m in DC plan assets and have at least 20 percent of their client assets in DC plans. The top factors in the scoring are; DC assets under management (AUM), Growth rate in DC plan busi- ness – measured by changes in both DC plan clients and assets, specialization in the DC business – measured by what percent- age of the overall assets managed by the advisor are in DC plans and how that concentrations has changed, Experience advis- ing on DC plans – tracks years spent managing DC plan assets through different economic and market environments, industry certifications, and Compliance record. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 401. Listing in this publication and/or award is not a guarantee of future investment success. This recogni- tion should not be construed as an endorsement of the advisor by any client.
The statements in this press release include statements regarding the intent, belief or current expectations of Cetera Advisors LLC and Cetera Financial Group, Inc. and members of their respective management teams, as well as the assumptions on which such statements are based, and generally are identified by the use of words such as “may,” “will,” “seeks,” “anticipates,” “be- lieves,” “estimates,” “expects,” “plans,” “intends,” “should,” “look for- ward” or similar expressions. Actual results may differ materially from those contemplated by such forward-looking statements due to certain factors. Additional factors that may affect future results are contained in Cetera’s filings with the SEC, which are available at the SEC’s website at www.sec.gov. Further, forward- looking statements speak only as of the date they are made, and none of Cetera Advisory LLC and Cetera Financial Group, Inc. undertakes any obligation to update or revise forward-looking statements to reflect changed assumptions, the occurrence of unanticipated events or changes to future operating results over time, unless required by law.
Listing in this publication is not a guarantee of future Investment success. This recognition should not be construed as an endorsement of the advisor by any client.
 57

















































































   55   56   57   58   59