INSIDE FINANCIAL ARCHITECTS
GIVE THE GIFT OF LIFE
One of Financial Architects’ own, advisor Asalyn Coachman, who
was featured in our January newsletter,
Feb. 14 is National Donor Day
was given the inaugural Game Changer Award
by Ohio National Financial Services. Asalyn was recognized for her success in engaging traditionally underserved clients, including single women, women-led households, millennials, and minorities, in learning effective money management strategies. The Game Changer Award recognizes financial professionals who broaden the spectrum of clients whose lives are positively impacted by Ohio national products and services. Asalyn was presented the award at FAI’s holiday party back in December. In her speech, she remarked, “There are so many people who want and need our guidance but don’t know where to start, so I believe it is up to us to find them. That is what I have tried to do — to follow the lead of mentors like Turner Thompson to move families forward, one step at a time, one decision at a time, one dollar at a time.” The support team at FAI is the backbone of this organization: a group of individuals who provides valuable services to our advisors and clients. In 2020, the group looks a little different with the retirement of Leslie Gillespie. As a very valuable project coordinator, Leslie provided direct support in processing securities business for individual clients. In addition, she helped service corporate retirement plans. Leslie was beloved in the office for her friendly demeanor and was always willing to help with any project big or small. She will be missed, and we wish her all the best in her retirement. 1. Leslie, what was your role at FAI and how many years did you spend here? I joined the firm in May 2008. Initially, I was a strategic analyst working with Mike. Later, for roughly five years, I served as the securities business coordinator (the job that Sherry is doing). For the last 3–4 years, I have been a project manager. 2. What makes this place so special or even different from anywhere else that you worked? Working here was a significant transition for me. I worked for over 30 years in a large corporate setting (in the automotive industry) prior to joining the firm. The culture of the firm was welcoming and supportive, and management identified ways to utilize my skills and experience to add value to the firm and our clients. Thank you, Leslie!
With all the cards, chocolates, and expensive dinners, it’s easy to get cynical about Valentine’s Day. However, National Donor Day also falls on Feb. 14, and it can refocus our attention back on the real meaning of the day: love. In the U.S., 20 people die each day while waiting for an organ transplant. Losing loved ones is one of the most painful aspects of the human experience, and while it is unavoidable, organ donation offers a pathway to help prevent that loss and keep more love in the world. REGISTER AS AN ORGAN DONOR. Signing yourself up is easy and can be done either online or in person at your local Department of Motor Vehicles. You’ll need official identification to register. Registration is not permanent and you will always have the option to change your mind. Once registered, you will not need to carry your donor card with you, as your status exists in the registry. JOIN A DONOR DASH. Donor Dash fundraising events pop up all over the country on National Donor Day. These noncompetitive 5K running and walking events are designed to bring donors and recipients together and keep hope alive for those who are currently waiting for a donation. To learn more, or to register for an event, check out DonorAlliance.org. PARTICIPATE IN #STARTTHECONVERSATION. Donor Alliance, a nonprofit that works to promote organ donation, began the #StartTheConversation campaign as a way to help spread awareness about organ and tissue donation. Starting the conversation can be as simple as sharing that you registered with your friends and family or as personal as sharing a story about how organ donation has touched your life or the lives of your loved ones. Don’t let another Valentine’s Day come and go in a tide of cellophane, candy hearts, and cheesy cards. This year, get involved in National Donor Day. After all, what better way is there to express the value of love than giving the gift of life? In the spirit of that love, here are a few ways you can get involved with National Donor Day this Feb. 14.
The information contained in this newsletter is derived from sources believed to be accurate. You should discuss any legal, tax, or financial matters with the appropriate professional. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Registered Representatives offer Securities through The O.N. Equity Sales Company, Member FINRA/SIPC (www.FINRA.org/ and www.SIPC.org). Investment Advisory Services offered through O.N. Investment Management Company and FAI Advisors, Inc., Financial Architects, Inc., and FAI Advisors, Inc. are not subsidiaries or affiliates of The O.N. Equity Sales Company or O.N. Investment Management Company. We have representatives currently registered in the following states: AL, AZ, CA, CO, DC, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NV, NY, OH, OR, PA, SC, TX, VA, WA, and WI.
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