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Tag Archives | Ascende Wealth Advisers

EPIC and Qualified Plan Advisors Announce Collaboration Agreement for the Benefit of Ascende Wealth Advisor Retirement Plan Consulting Clients

SAN FRANCISCO, Calif. and HOUSTON, Texas, Jan. 2, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC’s Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital […]

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Rich Eagar of EPIC to Present on Retirement Advisory Practice Team Structures at 2017 PLANADVISER National Conference

ORLANDO, Fla. and HOUSTON, Texas, Oct. 9, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla.

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EPIC’s Retirement Consulting Team Named to 2017 Financial Times 401 Top Retirement Plan Advisers List

HOUSTON, Texas and SAN FRANCISCO, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC’s Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement […]

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