Ginger Scott Receives Registered Fiduciary Certification
GREENCASTLE, IN, November 25, 2014 - Ginger Scott has successfully completed the training, validation and testing necessary to become a Registered Fiduciary™. The Registered Fiduciary™ (“RF™”) Certification identifies financial professionals and organizations as competent fiduciaries that have achieved pertinent educational qualifications and licenses, learned required skills, and have passed a background check.
The RF™ award to Ginger recognizes particular skills in the area of Wealth Management. In addition to Wealth Management, Ginger provides Institutional Services to Retirement Plans and Foundations. In acting as a Registered Fiduciary™ Ginger is committed to always acting in the best interest of clients, using the skills, ethics and focus on the client needs that the Certification represents.
CEFEX Certifies Wabash Capital for Fiduciary Excellence
TERRE HAUTE, IN, January 28, 2014 – CEFEX, the Centre for Fiduciary Excellence, LLC, has certified Wabash Capital to the standard described in the handbook “Prudent Practices for Investment Advisors”. Wabash Capital joins the elite group of Investment Advisors to successfully complete the independent certification process.
Wabash Capital Advisors to Attend fi360 Conference
TERRE HAUTE, IN - Don Edwards, President of Wabash Capital and Chris Doll, Executive Vice President will be attending the annual fi360 Conference in Scottsdale, Arizona, April 17 - 19, 2013. Since 1999, fi360 has supported more prudent investment decision-making by offering world-class training, tools and resources for investment fiduciaries and other financial service providers. Their annual conference has become the premier event to gain insight from industry experts, obtain continuing education and build a network of like-minded professionals.
"As we continue to build our fiduciary practice, we are constantly seeking new ways to increase our existing knowledge base," according to Edwards. "The fi360 conference is a great place to learn the best practices recommended for advisors who have chosen to offer fiduciary services."
Mary Allison Children's Trust Fund Continues Mission
GREENCASTLE, IN, -- Annually, each Putnam County elementary school receives cash grants of $1,000 to provide medical and educational assistance to any student who needs help. This money comes from the Mary Allison Children's Trust Fund.
"When all other resources have been exhausted, this fund provides for healthcare, education and welfare for underprivileged children in Putnam County. The funds are unrestricted, meaning school officials can use them for any purpose as long as it benefits the students," says Board President Jim Jackson. Community and school members came together recently for the annual Mary Allison Children's Fund luncheon sponsored by Wabash Capital and First National Bank. At this function school administrators and counselors share stories about how the fund helps children from their schools.
Ginger Scott Awarded Registered Fiduciary™ Certification
TERRE HAUTE, IN, -- Ginger Scott has successfully completed the training, validation and testing necessary to become a Registered Fiduciary™. The Registered Fiduciary™ ("RF™") Certification identifies financial professionals and organizations as competent fiduciaries that have achieved pertinent educational qualifications and licenses, learned required skills, and have passed a background check.
The RF™ award to Ms. Scott, who serves as Wabash Capital's retirement plan specialist, recognizes particular skills advising as an Investment Fiduciary/ERISA Section 3 (38) Investment Manager. In addition to providing investment advice to retirement plans, Ms. Scott provides wealth management and retirement planning services.