Rosenthal Review Oct 17

October        2017  MISSION STATEMENT HURRICANE RELIEF EFFORTS To always be an industry leading independent advisory firm for We appreciate you partnering with us to raise those seeking life-long retirement money for those devastated by Hurricane solutions through disciplined Harvey. Your generous donations helped investment strategies and superior towards our $20,000 goal.   client service. Facebook.com/RosenthalRetirement Peek Inside ROSENTHAL NOMINATED FOR BESTGuess Whose Pet (pg. 4) AND BRIGHTEST COMPANIES TO WORK FOR® Bye, Bye Becki (pg. 3) Rosenthal Retirement Planning has been nominated for Dallas/Fort Worth's Best and Brightest Companies to Work For®. \"This premier award competition identifies and honors organizations that display a commitment to excellence in operations and employee enrichment that lead to increased productivity and financial performance.\" Winners will be announced in November 2017. Stay connected to find out how we do!  The Best and Brightest Companies to Work For® Award identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. The criteria used for selection of the award is solely based on employee feedback provided to the organization regarding employee education, empowerment and engagement. Receipt of the award by an organization is neither based on investment performance nor is it indicative of future performance. Pg. 1

The Rosenthal Family Hits       ACEBOOKFacebook.com/RosenthalRetirement #RosenthalRetirement Gayle Cowdin Watson Jordan Pennington Stay connected with your July 31st August 9th Rosenthal family by Birthdays \"liking us\" on Facebook. Lauren Locke Michael Abbott You are welcome to join in on the conversations and share with your friends.You can even let us know what you'd like to see more of.We love to stay connected with you! September 20th October 23rd Pg. 2

Rosenthal FamilyInstitute of Business & Finance Announcesa New CFS® DesigneeSan Diego, CA, August 4, 2017 - The Institute CFS® certification requires mastery ofof Business & Finance (IBF) recently awarded portfolio construction, risk measurement,C. Michael Abbott with the first nationally manager selection, monitoring, incomerecognized mutual fund designation, CFS® strategies, retirement accounts, titling,(Certified Fund Specialist®). This graduate- taxation and the psychological aspects oflevel designation is conferred upon finance. According to IBF, “The vast majoritycandidates who complete an 135+ hour of investors and advisors do not know howeducational program focusing on closed-end to properly select a mutual fund, understandfunds, mutual funds, ETFs, REITs, UITs and what criteria are important, asset categorymodern portfolio theory. Over $12 trillion is correlation or what historical statisticalinvested in mutual funds in the United information is a good or poor predictor ofStates; half of all households own shares in what is likely to happen in the future.”at least one mutual fund. * Information provided by: IBF http://icfs.comAll information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, and a SEC registered investment adviser. Consulting Services offeredthrough Rosenthal Retirement Planning, LP, a registered investment adviser. Rosenthal Retirement Planning, LP and NPC are independent and unrelated companies. Please consultwith your representative to confirm on which company’s behalf services are being provided. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Rosenthal Retirement Planning, LP, and NPC are separate and unrelated companies.BYE, BYE BECKI “A lot of people have assumed we are retiring in Florida, butRosenthal congratulates that couldn’t be further from theDirector of Operations, Becki truth, building a business is aBellino as she moves to Florida lot of work!” Becki said.to launch her new businessendeavor, The Bellino Company. Becki previously worked for Rosenthal Retirement Planning,Becki will specialize in Human LP for nearly ten years andResources and Private returned to Rosenthal in 2016.Investigation Services. In Becki plans to move with heraddition, Becki and her husband, Jim and their precioushusband, Jim, will continue to pup. (See pg. 4 to guess her pet.)manage their commercial real Please join us in wishing her theestate properties in the Florida best in this new chapter of herarea. life. 3 Convenient Locations Ft. Worth Dallas Las ColinasWater Gardens Place Adolphus Tower Fairway Plaza  | (817) 336-2000 | www.rrp.com                    Pg. 3

CAN YOU MAKE THE MATCH Fun with the Rosenthal Family - Guess Whose PetHarley Brody Oreo Zeus & Trixie Answers available on FacebookHeidi Sherlock Stanley         Rosenthal In The CommunitySolar Eclipse Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, and a SEC registered investment adviser. Consulting Services offered through RosenthalRetirement Planning, LP, a registered investment adviser. Rosenthal Retirement Planning, LP and NPC are independent and unrelated companies. Please consult with your representative to confirm onwhich company’s behalf services are being provided. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker- Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser pg. 4Representative registration requirements, or an applicable exemption or exclusion. Rosenthal Retirement Planning, LP, and NPC are separate and unrelated companies.