Endeavor Retirement

The team at Endeavor Retirement is pleased to celebrate Juneteenth, a holiday commemorating the end of slavery in the United States. Jana Cooper Molly Treichel Chris Simmers

Excited to support retirement plan advisors as they work with their plan sponsor clients. Contact Bonnie Treichel or other members of the team for a 50% discount code during the month of April to become a member of the Navigator community. Jana Cooper Chris Simmers Jana Cooper Matthew Eickman, J.D. AIF®

Endeavor Retirement is excited to welcome our newest team member, Jana Cooper! As the Director of Operations, she will help us meet the growing (and fast-paced) needs of our partners and clients. Outside of work, be careful challenging her to a tennis match. 🎾 For those attending #NAPA401kSummit, she looks forward to seeing you there and saying hello! 👋 Endeavor Law Bonnie Treichel Molly Treichel Chris Simmers

Have you worked with Chris Simmers yet? Chris is our Director, Compliance and he helps clients think about their culture of compliance. When he isn't thinking about the DOL and SEC, he also enjoys: ➡ his new puppy (when it actually sleeps) 🐶 ➡ camping ➡ snowboarding ➡ being outside Chris will be at some upcoming conferences and looks forward to saying hello 👋 to you! Endeavor Law Bonnie Treichel Adrian Ramirez, CIMA® Molly Treichel Jana Cooper

Thankful for the team at Viking Cove Institute that is inspiring us all to do good in our communities. Make-A-Wish® San Diego

Happy Presidents' Day from the team at Endeavor Retirement. There's a lot of wisdom from many great Presidents but one that jumps out is from Lincoln: "In the end, it's not the years in your life that count. It's the life in your years." Wishing you a day that brings LIFE into your years. Adrian Ramirez, CIMA® Chris Simmers Molly Treichel Jana Cooper Bonnie Treichel Endeavor Law

The Endeavor Retirement and Endeavor Law offices are closed today in observance of Martin Luther King Jr. Day. We hope you are spending the day doing something special for you and those you love. There are many things we are thankful for as we reflect on the words and acts of Martin Luther King. One quote in particular that jumps out today: "I have decided to stick with love. Hate is too great a burden to bear." Wishing love to you and those surrounding you today. ❤️ Adrian Ramirez, CIMA® Molly Treichel Chris Simmers Bonnie Treichel Jana Cooper

Wishing everyone a happy holiday season from the Endeavor Retirement family! This year, the spirit of giving and gratitude is at the ❤️ of our family. As part of our commitment to making a positive impact over the holidays, we are delighted to share that we have donate to Make-A-Wish® San Diego. Regardless of where you are or who you are with this holiday season, we hope that there is a spark of hope and joy for the year to come! Sending you love and happiness from our family to yours! Adrian Ramirez, CIMA® Molly Treichel Chris Simmers Endeavor Law Bonnie Treichel

Thank you to Paul Hartwig, ERPA, QPA, QKA, the Premier RPS team and all the partners that make the holiday gathering possible each year in the #PDX community. Adrian Ramirez, CIMA® was pleased to see so many of our clients, partners and friends last week.  Cheers to the holiday season and planning for a great 2024! ⭐ Andrea Nitta Eve Bell, QKA Janae Morales Sam McGibbon Jay Dyer Ryan Tucci Tonya Hirte QKA

Thank you WE Inspire. Promote. Network. (WIPN) Seattle for hosting the 2nd annual holiday party and for including Endeavor Retirement as a sponsor! Adrian Ramirez, CIMA® was so thrilled to attend and had a great time engaging with so many great partners in the #PNW community. Special thanks to all the other sponsors of the event including Kelli Beauregard of BlackRock for organizing such a special night. ⭐ See you next year! Linsi Wolfe Tina M. White, CRPC®, C(k)P®, AIF® Deena Bell Brandy Swift, CRPS®, AIF® Murray A. Cleaner, C(k)P, CPFA, CHSA Nick Reed Sarah Keibler Sam McGibbon Sabrina Peterson, CFP®, AIF®, CPFA