Michael Gheen and David Kulchar have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers

CLEVELAND – Oct. 10, 2019 – Oswald Financial Inc. is pleased to announce that both Michael Gheen and David Kulchar have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S. This […]

Deena Rini Panelist for Loopicon’s Building Teams and Processes for Scale in Toronto

You’d be hard-pressed to find someone more knowledgeable than Deena Rini, Vice President and Practice Leader of Retirement Plan Services,  when it comes to scaling and optimizing processes and workflows and streamlining teamwork. We are happy to announce that Deena will be representing Oswald Financial as a panelist for Loopio’s 2019 Loopicon conference in Toronto this month, speaking […]