Latest Industry Insights

SignatureGENEROSITY
November 30, 2021

SignatureFD Celebrates Giving Tuesday

You are undoubtedly familiar with Black Friday and Cyber Monday, but have you heard of Giving Tuesday? Created in 2012 at the 92nd Street Y and its Belfer Center for…
PodcastSignatureWOMEN
October 22, 2021

Holistic Wealth Management with Heather Fortner

SignatureFD's CEO Heather Robertson Fortner talks about SignatureFD's brand promise Net Worthwhile and how it helps connect the pieces of wealth, so they can work more intentionally.
PodcastSignatureWOMEN
October 20, 2021

Empower to In Power #7: Changing Lives by Providing Shelter with Lisa Gordon

Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is…

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November 30, 2021

SignatureFD Celebrates Giving Tuesday


You are undoubtedly familiar with Black Friday and Cyber Monday, but have you heard of Giving Tuesday? Created in 2012 at the 92nd Street Y and its Belfer Center for...

October 22, 2021

Holistic Wealth Management with Heather Fortner


SignatureFD’s CEO Heather Robertson Fortner talks about SignatureFD’s brand promise Net Worthwhile and how it helps connect the pieces of wealth, so they can work more intentionally.

October 20, 2021

Empower to In Power #7: Changing Lives by Providing Shelter with Lisa Gordon


Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is…

October 18, 2021

2021 Charitable Giving Strategies


As the end of 2021 approaches, charitable giving may be at the forefront of your year-end planning. Considering recent tax changes, it is important to review various strategies to gift in a tax-efficient manner.

October 6, 2021

Unraveling the Mysteries of Medicare


Unraveling the Mysteries of Medicare As we enter the 2022 Medicare open enrollment period (October 15, 2021, to December 7, 2021), we are helping to break down some of the…

October 5, 2021

Short and Long-Term Cash Investing Strategies


So, you’ve got some extra cash, and you want to leverage it in a way that can support you in growing, protecting, giving, and living your wealth to the fullest.

October 4, 2021

SignatureFD Introduces #SignatureStories

man sitting at a desk


We are pleased to introduce SignatureStories, a video series of people discussing their journey of wealth, happiness and ultimately, their NET WORTHWHILE™. Please Note: No portion of the video content…

September 22, 2021

Investment Options with Private Placement Insurance


Private Placement Insurance (PPI) vehicles have steadily gotten more attention in the high-net-worth space over the past few decades.

September 15, 2021

Empower to In Power #6: Creating Systemic Change with Leslie Turner


Leslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as…

August 18, 2021

Empower to In Power #5: Creating Opportunities For Women of Color with Audra Cunningham


Audra Cunningham spent more than 20 years working in telecommunications before switching gears in 2008 to pursue a career in commercial real estate. Now she is the first woman to become a…

July 21, 2021

Empower to In Power #4: Overcoming the Fear of Failure with Jolie Weber


A proven leader in building and executing strategic plans that drive revenue growth and productivity (while also increasing employee engagement and loyalty), Jolie Weber is a force to be reckoned…

June 16, 2021

Empower to In Power #3: Becoming a Strong and Authentic Leader with Kathy Waller


Our guest today is Kathy Waller, the former CFO of the Coca-Cola Company. In this episode, she will be explaining the importance of identifying your unique skillset and learning how…

June 9, 2021

The Average NFL Player Could Lose $250K Under Newly Proposed Tax Laws


It feels like we’ve all lived a decade in the last year, doesn’t it? There is no shortage of headlines, stories, and narratives that have filled our televisions, phones, and brains. Most of these are things we will remember and tell our kids and our grandkids.

May 19, 2021

Empower to In Power #2: The Power of Authenticity and Strong Values with Ceree Eberly


We’re so fortunate to have Ceree Eberly with us today. Ceree spent nearly 30 years at Coca-Cola, where she last served for eight years as the Chief People Officer. She…

April 21, 2021

Empower to In Power #1: Climbing the Ranks in a Male-Dominated Industry with Linda Booker


Welcome to the Empower to In Power podcast! Each month, we will be highlighting the trailblazing journeys of women who boldly carved a path to leadership. You will hear stories…

February 2, 2021

Are your New Year’s Resolutions on Life Support Now?



It’s that time of year again – the resolutions rush – the time of year when people resolve to make better choices, live better lives and be all around better…

November 2, 2019

Webcast Recording: Giving and Getting More out of Liquidity Events


In this webcast, you’ll learn: The most common mistakes business owners make in approaching liquidity events for their businesses Real-world lessons in growing a successful business and building a charitable…

November 16, 2020

Ep #15: Creating Electric Experiences with Michael Lennox and Elizabeth Burdette


In this episode, the Director of Client Engagement at SignatureFD, Elizabeth Burdette, and the Founder of ATL Family Meals, Michael Lennox, discuss why generosity is about more than just money….

November 5, 2020

As Seen in Morningside Magazine: Storytelling as Resilience


A group of Emory University researchers recently wrote that “in times of great stress, stories sustain us.” According to their study, children who know their family stories are more resilient,…

October 21, 2020

Commanding Your Way to A Better Life: Executive Compensation Negotiation Techniques


Dwayna Haley, Senior Vice President and Practice Director of Porter Novelli, recently joined us on SignatureFD’s podcast, Net Worthwhile, to discuss the necessity of commanding vs. demanding what you want as a high-level, woman executive.

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