Viking Cove Institute

Honored to share that Financial Finesse took home the US FinTech Award for “Personal Finance Tech of the Year” last night!??? The award recognizes Aimee (Artificial Intelligence Motivating Employees Everywhere), the only AI-powered virtual financial coach to diagnose employees' most significant financial challenges and provide them with concrete action steps, deliver deeply personalized and ongoing financial guidance, and provide instant answers to any financial questions that users can trust implicitly. With Aimee, we're delivering deeply personalized #financialcoaching at scale and changing more financial lives than ever before. Congrats to all of this year's winners and nominees and thank you to the US FinTech Awards for putting a spotlight on our work. #fintech #employeebenefits #USFinTechAwards

VCI Member #Spotlight! Shoutout to Jim Sampson for his incredible work in our industry! Jim has been leading the way with innovative PEPs and embracing technology and strategies that are driving real growth. His passion for seeing the industry evolve and thrive is inspiring. Thanks, Jim, for all you bring to the table and for helping push the industry forward in exciting new ways!

Thank you to PLANADVISER, Jamie Greenleaf AIF, CBFA, C(k)P, and Hugh O'Toole for the opportunity to talk CAA and what a fiduciary standard of care for health care spend could mean. Learned a lot and excited to see where this goes! Thanks to Matt Kalinowski for the photo.

For 3 days we gathered on Cape Cod for the 9th Annual Viking Cove Institute and WE Inspire. Promote. Network. (WIPN) Womens Leadership Summit listening to riveting panels with a dedicated focus on how we can bring about positive change for each other and the industry. Subjects ranged from professional development and leadership to fiduciary healthcare standards and the financial wellness movement. Thank you to our sponsors and attendees for showing up, sharing, caring and making #connections that count! TOP 10 HIGHLIGHTS: 1) Gratitude for the tremendous showing of industry trailblazers that came via trains, planes, buses, and automobiles to get to Cape Cod! 2) The continued expansion of our groups diversity from age, race, professional, and life experience! 3) The best and most authentic panel discussions ever anywhere regarding women’s leadership and empowerment in our industry. 4) Current President Rosalyn Brown, CFP?, CRPS?, CSM, 8 past WIPN Presidents and other board and committee members showing up in force and Theresa Conti, QKA, APR, ERPA, CPFA and Tammy Ouverson’s Novus Works breakout session on "Leadership Identity". 5) The sharing, caring and GIANT SMILES. 6) The polar plunges, tarot card readings, yoga, Guided Meditation by Lauren K. Loehning CFP ? CIMA ? AIF? and Shamanic Integration by Stanford Lawyer turned intuitive Mellissa Seaman. 7) Power outage pivot from 5 dine arounds to 1?local joint with live music that happened to be able to take in 50 women for dinner! 8) Financial Planning tips?for us?by Julie Everett, CFP Financial Finesse! 9) Gratitude for sponsors who make this happen and recognize importance of?independent?forums are more important now than ever for women’s advancement and empowerment. #10) We're celebrating a full?DECADE?of success in 2025 –?10?years of creating unforgettable magic!

WEBCAST INVITE Join Financial Finesse for: The Transformative Impact of Safe and Responsible AI on the Financial Services Sector CLICK TO REGISTER: https://lnkd.in/g4VbfUwc Join our live discussion on responsible and trustworthy AI, featuring insights on how we've successfully implemented safe AI practices that are positively impacting the financial services industry. In?35-minutes, we'll cover: - Best practices and trends every advisor needs to know. - How we've solved for ChatGPT's biggest limitations, enabling Aimee, our AI-powered virtual financial coach, to answer any financial or benefits-related questions safely and accurately. - The opportunities Aimee unlocks for retirement plan advisors to deliver greater value to plan sponsors and participants while growing their businesses. - What's next on our innovation roadmap. 10-minute?Q&A to follow the presentation. Speakers: Liz Davidson,?Founder and CEO, Financial Finesse Edwin Jongsma,?VP of AI and Integrations, Financial Finesse Greg Ward,?CFP? and Financial Wellness Think Tank? Director, Financial Finesse

So much to celebrate coming out of the Viking Cove Institute's 9th Annual Women's Leadership Summit last week in Cape Cod. There was so much inspiration, wisdom, and passion shared for the work we all do in the Retirement Industry serving employers and working Americans. The collective brainstorming and idea sharing on advancing our industry was nothing short of inspiring. Grateful for the opportunity to connect, grow, and contribute alongside these powerhouse women leaders. Looking forward to what we'll collectively build together next! Thank you Amy Glynn for your leadership and creativity in designing this memorable event. Inviting you to view our video montage: https://lnkd.in/eJbgV38m #VikingCove #wipn #WomenInLeadership #retirementindustry #Community #inspirationinaction

We’re excited to announce that we are extending our relationship with?Financial Finesse—the nation’s leading provider of unbiased financial coaching as an employer-paid benefit—to support increased plan engagement and improve participants’ overall financial wellness. Learn more: https://lnkd.in/eWqnDiEB

And just like that, the 9th Annual Viking Cove Institute and WE Inspire. Promote. Network. (WIPN) Womens Leadership Summit came and went - as promised there was MAGIC?? As you can imagine, there was a lot to talk about. What came out loud and clear is that racism, sexism and ageism persist. Independent forums like this and organizations like WE Inspire. Promote. Network. (WIPN) for women to connect are as important as ever! The firepower at this invitation only event was like no other. Industry drivers representing top nationwide broker dealers and RIAs, current WIPN President Rosalyn Brown, CFP?, CRPS?, CSM, nine past presidents and other board and committee members showed up in force! For 3 days we gathered on Cape Cod listening to riveting panels with a dedicated focus on how we can bring about positive change for each other and the industry. Subjects ranged from professional development and leadership to fiduciary healthcare standards and the financial wellness movement. Thank you to our sponsors and attendees for showing up, sharing, caring and making connections that count! We look forward to celebrating Viking Cove Institute and WE Inspire. Promote. Network. (WIPN) 10th Annual Conference in 2025 and introducing some powerful new resources. Reach out if you are interested in learning more! #diversity matters #equality matters #DE&I #financial wellness #connections that count #leadership

TGIFFF - Thank Goodness It's Friday Fiduciary Five!! How is your 401(k) Plan TDF education program for employees? Note that question is very specific to Target Date Funds. DOL TDF Guidance published in 2013 outlines the need and requirement for effective employee communications for Join me on this week's Friday Fiduciary Five version of the Be More Than a Fiduciary Podcast and the current DOL TDF Guidance series as I discuss the need for effective employee communication regarding Target Date Funds! Apple - https://lnkd.in/gK96_w6s Spotify - https://lnkd.in/gw8C43XC iHeart - https://lnkd.in/gp7Gtm6p Audible - https://lnkd.in/g_eU5MZK Listen Notes - https://lnkd.in/gPBgA3HM

Oswald Companies was the proud sponsor of the Boys & Girls Clubs of Northeast Ohio Telethon yesterday. Such a great experience visiting their home and supporting their mission alongside Jessica Jung and WKYC Studios. Donate today ?? https://lnkd.in/dg8XxmTw