403(b) Enrollment Season
In August & September, we hit the road bound for another 25 districts to meet with an additional +1,200 administrators, teachers, paraprofessionals, community ed, cooks, custodians, support professionals, confidential staff and other school district employees.
We always love this time of the year
when we get to connect with our area schools!
Voted Best Financial Planning!
Investors Choice Financial Services was voted 2022 Best Financial Planning by readers of the Marshall Independent.
Donation of $500 for Recycling Center
Investors Choice Financial Services collected 169 eyeglasses at the Murray County Fair in Slayton, MN August 17-20, 2022, on behalf of the Hadley & Fulda Lions Clubs. People stopped at their fair booth to donate old, even broken eyeglasses & sunglasses that they were no longer wearing. As a Thank You for the donations, the Goedtke’s made an additional donation of $500 to the Lions Club.
Eyeglasses and money gathered are sent to the Lions Eyeglass Recycling Center, where they are sorted to determine which are usable. The eyeglasses are then placed in inventory for distribution to optical missions around the world. Lions help to minimize landfill waste by supporting precious metal reclamation and scrap processing for damaged glasses that are determined unusable.
Please consider donating to this organization. If you have any glasses that need a new home, drop them off to a Fulda or Hadley Lions Club member, or at an Investors Choice Financial Services office in Slayton or Marshall.
Collected Eyeglasses for Lions
We learned that the Lions do not accept glass cases and are actually discarded, so we donated those to our Slayton neighbor THREE CHURCH for their fundraising rummage sale.
Established in 1995, Investors Choice Financial Services Inc. was founded by Jim and Carla Goedtke to provide individuals and organizations personal financial planning suited specifically to their needs. Their goal is to provide excellent advice and service as individuals’ plan for their financial future.
The Goedtkes have a deep commitment to the communities and the clients that they serve. This includes volunteering for and providing philanthropic opportunities to many organizations and charities in the region. After starting the locally owned business in 1995, they expanded their offices in 2002 to Marshall, MN. Team members of Investors Choice include Katie Furth, CRES, Jahul Miya, Zoey Logan and Ndekusia Mariwa.
Congratulations Katie!
Congratulations Katie! Our newest NTSA Certified Retirement Education Specialist (CRES) designee. She completed her training and testing and is now available to teach the Retirement Education programs to plan employees. She completed a certificate program through the American Retirement Association (ARA) Retirement Planning Academy addressing the important retirement planning considerations of public employees. NTSA CRES Advisors have agreed to abide by the highest standards of professional conduct and to coordinate all educational activity in accordance with plan solicitation policies and guidelines.
March is Food Share Month
Carla to Serve Concurrent Term to APAC
There are ten financial professionals that are appointed from over 800 representatives of American Portfolios Financial Services (APFS) that serve on American Portfolios Advisor Council (APAC).
Members of APAC have direct contact with each of the department heads of APFS to help develop and refine information and services. APAC members vet and act in beta capacity to review new technology, processes and communications prior to it being rolled out to all of their fellow colleagues at APFS. APAC acts as the voice for affiliated investment professionals of APFS, bringing their ideas and suggestions to the decision-making table of senior management of APFS. APAC members are involved in many important initiatives that help the independent broker/dealer better serve its advisor community so they can thrive in their practices. Carla recently completed her three-year term and was asked to serve another three-year term. During the past term she served as the Communications Sub-Committee Lead and a member of the Client Experience Committee dedicated to improving the client experience while interfacing with technology.
“APFS has made it part of the corporate culture that ideas of the representatives that are working directly with clients are heard by APFS management,” comments Carla.
“Serving on APAC is a huge responsibility to not only be a voice for over 2,000 families that we work with here at Investors Choice Financial Services, but also to be a conduit for our peers, their practices, and all of the families that they support.”
Your Financial Future
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