Accolades

Casey T. Smith, President / Financial Advisor & Planner Awards & Accolades

Casey has been acknowledged over the years in many different capacities for his industry knowledge and expertise. Below is a list of recent and ongoing acknowledgements.

Writer for:

Dallas New Era Newspaper

SeekingAlpha.com

Awards:

Cobb Life Magazine “Best Investment Firm” in Cobb County 2019

Atlanta Magazine Metro Atlanta Wealth Manager of the Year – 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019

Top 20 Innovator in the usage of ETFs in America – 2012 – ETFDB.com

Berry College – Young Alumni of the Year 2010

Cobb Life Magazine – Top 20 Under 40 – Rising Stars 2010

Beta Gamma Sigma Honoree Member – 2012

Cobb Chamber of Commerce – Top 25 Small Business of the Year 2015

Quoted – New York Times, Barron’s, The Wall Street Journal, Kiplinger Magazine, Atlanta Journal and Constitution, Marietta Daily Journal, Cobb Business Journal, Berry College Alumni Magazine, Your Trading Edge Magazine, Financial Advisor Magazine, SeekingAlpha.com, ETF.com, Investment News, CNN Radio.

Speaking Engagements:

Global Indexing & ETFs – Phoenix, 2012; Dana Point CA, 2016

ALPA ASA 401k Workshop – 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016

Standard & Poors Workshop Atlanta – 2011, 2012

ETF Conference Shanghai – 2012

Inside ETFs Florida – 2009, 2010, 2012, 2020

Art of Indexing Summit New York – 2010

Inside ETFs Europe Amsterdam – 2010

ETF Summit Singapore – 2009

If you are interested in having Casey speak at your next event, please fill out the contact form and we will be in touch!

Recent Tweets

Randy Hargett of Capstone LTC Advisors joins Casey Smith on the podcast to discuss long-term care insurance. The two discuss the various types of insurance policies & how a financial plan helps determine how much insurance you truly need. #longtermcare https://conta.cc/2RQ9saL

Should you react to market volatility around election time? Casey Smith provides advice in today's blog. https://conta.cc/2RL4V9k

We spend a lot of time worrying about running out of cash in retirement. You might be surprised to see some of the things you'll find yourself spending less on in your golden years. https://conta.cc/2RGaBl6

Attorney Anthony Kirkland joins the #podcast this week to discuss #Medicaid, #Medicare and nursing homes. Anthony has been practicing law for 38 years and focuses on the areas of #elder law, estate planning, #probate and #estate administration. https://conta.cc/3hBxkcv

Attorney Anthony Kirkland joins the Wiser Roundtable #podcast this week to discuss how to qualify for #medicaid. The episode comes out TOMORROW! You can listen on Apple Podcasts or your favorite listening app.

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