Bonnie Treichel
@btreichelesq
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Helping retirement plan advisors save time, manage risk + secure new business | 401k | 403b | ERISA
Prairie Village, KS
Joined March 2015
RT @RetirementRisks: @ngertsema @FinServOrg And with @btreichelesq we actually have $10k in matching but have passed $6k in additional dona…
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RT @FinServOrg: You can see all the Finalists and read about all the Categories on @ThinkAdvisor website
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RT @FinServOrg: The FinServ Foundation is delighted to announce the appointment of Bonnie Treichel, JD to its Board of Directors 🎉 "FinSe…
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Such an honor to host Tom Clark of @WagnerLawGroup this week!!
Please click below to view a recording of Tom Clark's recent webinar, hosted by Endeavor Retirement, in which he and fellow panelist @btreichelesq, discussed innovative ways for retirement plan advisors to leverage and defend plan participant data.
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RT @AaronSchumm: This week, we held our @Vestwell National Sales Meeting in NYC. There were a few observations I had: 1) Vestwell is def…
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RT @RetirementRisks: FinServ Foundation Welcomes Two Distinguished Leaders to its Board of Directors @FiSurgi and @btreichelesq https…
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RT @RetirementRisks: Chevron case was the legal backbone of administrative law in the US It was an unanimous Supreme Court decision when…
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RT @MitlinMoney: @Lawrence_Sprung @btreichelesq @wealth_mgmt @Wealth__Edge @InsideETFs You can learn from Bonnie Treichel on episode 164 of…
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RT @MitlinFinancial: We spy @Lawrence_Sprung and @btreichelesq It is great to see them educating on the convergence of Wealth and Retireme…
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So thankful for the opportunity to present with @Lawrence_Sprung at @Wealth__Edge about the convergence trend shaping financial services and the role of regulations and legislation in moving this forward.
It brings us 𝗝𝗢𝗬 to see @Lawrence_Sprung on the stage with Bonnie Treichel @btreichelesq at Wealth Management EDGE @Wealth__Edge to address the convergence of Wealth and Retirement
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RT @MitlinMoney: @AravindSitham @Lawrence_Sprung @Wealth__Edge @InsideETFs Pure JOY is seeing @Lawrence_Sprung and @btreichelesq educating…
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RT @Lawrence_Sprung: 𝙒𝙝𝙖𝙩 𝙙𝙞𝙙 𝙮𝙤𝙪 𝙙𝙤 𝙩𝙤𝙙𝙖𝙮 𝙩𝙝𝙖𝙩 𝙗𝙧𝙤𝙪𝙜𝙝𝙩 𝙮𝙤𝙪 𝙟𝙤𝙮?® I went to an awesome brunch with Denise and my in-laws! and the question…
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Can’t wait for this opportunity to speak with @Lawrence_Sprung! If you haven’t been regularly listening to his podcast, check it out! It will likely bring some JOY to your day!
Who will Bonnie Treichel @btreichelesq and I see at EDGE? 🎤 We are looking forward to presenting about Retirement Planning at Wealth Management EDGE 2024 ☀️ Join us on May 13-16 at The Diplomat Beach Resort in Hollywood, Florida at this event providing real-world solutions to improve advisors’ investment management, technology, and practice management. 🚀 This event is designed to give attendees the “EDGE” to power the future growth of their firms. 💡The event will host around 2,000 attendees - 1,000 financial advisors. It is estimated that 70% of participants manage assets exceeding $500 million so there will be a wealth of knowledge to learn and share! @InsideETFs @Wealth__Edge
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@RetirementRisks @RIATaxNerd @brianportnoy @profgalloway @danielcrosby Excited to partner with @RetirementRisks on a fun new book idea!💡
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RT @RetirementRisks: @RIATaxNerd @brianportnoy @profgalloway @danielcrosby I’m not as smart or as good of a writer as the rest of this grou…
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RT @mwalno: .@NAPA401K #401kSummit #401k #retirementincome session Tuesday 8 am "Guaranteed In-Plan Income Challenge Solved!" Glenn Dial @A…
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