With Christmas just a week away, we couldn’t contain ourselves in the office today. We decided to make you a very special Christmas Card. Check it out here.
Today, I had the pleasure of joining Shannon at the OK Ethics luncheon where we heard from guest speaker, Warren Martin. Warren shared many inspiring words with us on how being yourself is the best thing that you can be. In fact, much of the speech focused on how we cannot choose what we are…
OU! Check out the donations our office collected for the annual Bedlam for Babies drive. Our OU box runneth over with diapers, and lotions and we are thrilled to be able to present Infant Crisis Services with this contribution.
At TriStar, we all love celebrating the Holiday’s and we’ll take every opportunity we can to show our Christmas spirit. Here, Claudia and Heather are trimming the tree. We let Shannon top off the adorned tree with an angel. (Annissa is pictured in the background working…someone’s gotta work around here!) Lastly, we fired up the…
After the form 5500 extension deadlines, Shannon took everyone out for lunch then to the spa for manicures and pedicures! What a treat! This day also happened to be Boss’s Day so we were sure to let Shannon know how much we appreciated her.
Do you offer a 401(k) plan to attract and retain good talent? Give us a call to find out how we can set up a custom plan for your company or takeover an existing plan. (Although…we can’t actually include dogs in the plan).
We are in Washington DC this week at the annual ASPPA Conference, brushing up on the latest legislation and hearing from retirement industry leaders.
Our friends at Eide Bailly sent us these delicious cookies. Our office is feeling very appreciated, what a sincere gesture! Thank you! 🙂
We celebrated Shannon for Boss’s Day! Cheers to a great Boss! The TriStar ladies are so happy to work for someone as wonderful as Shannon.
The TriStar family continues to grow, thanks to our wonderful clients and friends. From left to right: Claudia- Sr. Plan Consultant, Breanne- Marketing Assistant, Allyson- Office Manager, Shannon- “The Boss”, Jenny- Sr. Plan Consultant, Heather-Assistant Compliance Coordinator, Annissa- Loan & Distributions Specialist.