AFG Town Hall January 15 2025

We are kicking off the first Town Hall of the year with a big change for Aul Financial Group. Mel Brandon will retire towards the end of March. Mel has helped many people toward the goal of a better retirement, and he is finally looking forward to enjoying the same for himself. We have been working behind the scenes to ensure a smooth transition, and Mel will continue to see clients through the end of the first quarter to aid in this. We have always coordinated all of our planning as a team, and the team looks forward to continuing the same level of service moving forward. Next week, we will share more details about the transition in a separate email.
Will Meneses used his time to cover an important topic: scams. There tends to be an uptick in financial scams at the start of a year. This can be especially so when we have significant events such as natural disasters, new administrations, or new technology. It is essential to take a pause when receiving offers that promise life-changing returns or try to scare you with changes to programs you may not be familiar with. The Federal Trade Commission keeps an up-to-date list of scams to watch out for. Visit consumer.ftc.g... to learn more.
Steve Aul wraps up this session by looking at the history of Aul Financial Group. We are celebrating our 15-year anniversary, and Steve walks us through the journey to get here. We are very appreciative of the trust you place in Aul Financial Group, and we look forward to serving your financial needs for years to come.
If you have any questions about this episode or want to discuss your planning with the team, call us at [phone] or email [e-mail] for more information.
DISCLOSURE: Insurance products are offered through the insurance business Aul Insurance Group, LLC (AIG). Aul Financial Group, LLC is an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Aul Insurance Group, LLC (AIG) are not subject to Investment Advisor requirements. IPW and Aul Insurance Group, LLC (AIG) are not affiliated companies.
Opinions expressed are as of the current date and subject to change without notice, and data may be obtained from third-party sources we believe are reliable. Aul Financial Group, LLC shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses, or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. This commentary is for informational purposes only and has not been tailored to suit any individual. References to specific securities or investment options should not be considered an offer to purchase or sell that specific investment.
This commentary contains certain forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties, and other factors which may cause the actual results to differ materially and/or substantially from any future results, performance, or achievements expressed or implied by those projected in the forward-looking statements for any reason.
No graph, chart, or formula in this presentation can be used in and of itself to determine which securities to buy or sell when to buy or sell securities, whether to invest using this investment strategy, or whether to engage Aul Financial Group, LLC’s investment advisory services. Investments in securities are subject to investment risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Prices of securities may fluctuate from time to time and may even become valueless. Any securities mentioned in this commentary are not FDIC-insured, may lose value, and are not guaranteed by a bank or other financial institution. Before making any investment decision, investors should read and consider all the relevant investment product information. Investors should seriously consider if the investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decision. There can be no assurance that any financial strategy will be successful.
"Market Guard® is an SEC registered investment adviser located in Englewood, Colorado. Bradley Jenkins is a non-controlling owner of IPW and the sole owner of Market Guard®. Brad Jenkins and Market Guard® provide model portfolios and investment products to IPW. Brad Jenkins is compensated through his non-controlling ownership in IPW. 3322836 - 01/24"