Odyssey Advisors

🎉 Celebrating 25 Years of Odyssey Advisors 🎉 Time to break out the confetti and reminisce with us! We can hardly believe it's been 25 years since Parker Elmore founded Odyssey Advisors. In honor of this momentous month, our team put together this video to celebrate the epic double milestone and share the immense gratitude we all have for this remarkable company and Parker. To our clients and the financial advisors, auditors, and accountants who have chosen to partner with us over the years, thank you. We're extremely lucky to have such an incredible network of supporters! Join us in raising a glass to the last 25 years of adventure, hard work, and incredible memories. Here's to many more exciting years ahead! #OdysseyAnniversary #25YearsStrong #ThankYou #WorkAnniversary #OPEB #RetirementPlanning Francis Fraine Kurtis Thompson ASA, MAAA Samantha Schneider Luke Matchett Caleb White Andrew Taggart, ASA, EA, ACA, MAAA Kirby Elmore Prigioni Stephanie Irvin, MBA

𝗧𝗵𝗲 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗥𝗲𝘀𝗲𝗿𝘃𝗲'𝘀 𝗥𝗲𝗰𝗲𝗻𝘁 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗥𝗮𝘁𝗲 𝗖𝘂𝘁: 𝗪𝗵𝗮𝘁 𝗗𝗼𝗲𝘀 𝗜𝘁 𝗠𝗲𝗮𝗻 𝗳𝗼𝗿 𝗟𝗼𝗰𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁𝘀? The Fed's 0.5 percentage point interest rate cut aims to stimulate the economy, but it also brings big changes for state and local finances: 🔹 Lower Borrowing Costs – Easier financing for infrastructure projects and long-term investments. 🔹 Refinancing Opportunities – Potential to save by restructuring existing debt. 🔹 Housing Market Boost – New construction could ease state-funded housing support. 🔹 Increased Tax Revenues – Higher consumer spending and business investments may lead to stronger tax receipts. On the flip side, states that rely on interest income from reserves may face budget shortfalls. Staying agile in a changing landscape is key. Want more insights on how to navigate these financial shifts? Check out the full article on Route Fifty. #federalreserve #interestrates #localgovernment #publicfinance

Limited Purpose FSAs: What are they, and who are they for? 🤔 In this episode of 'Ask an Actuary,' Stephanie Irvin, MBA sits down with Francis Fraine, Odyssey’s Director of Operations and actuarial consultant, to explore the ins and outs of limited purpose FSAs. While many are familiar with traditional FSAs and HSAs, this lesser-known variant focuses specifically on dental and vision expenses—so don’t make the mistake of assuming it covers your medical deductible! Tune in to learn who might benefit from this type of account, common pitfalls to avoid, and a cautionary tale if you don't read the fine print. Got questions or another topic suggestion? Drop us a comment below! *Please note: 'Ask an Actuary' features interviews with our team, including both consulting actuaries and actuarial consultants. #AskanActuary #FSA #EmployeeBenefits #LimitedPurposeFSA

Celebrating 26 years of Odyssey Advisors 🎉 From our first day to now, it's been an incredible journey. We want to take a moment to thank our clients, partners, and supporters - financial advisors, auditors, accountants, businesses, and the municipalities we get to serve - who have made this all possible. Your trust and partnership mean the world to us, and we couldn't be more grateful. And a huge congrats from all of us here at Odyssey to Parker on 26 years! Thank you for starting this adventure and leading the way! #ThankYou #OdysseyAdvisors #26thAnniversary Kurtis Thompson ASA, MAAA Luke Matchett Kirby Elmore Prigioni Samantha Schneider Caleb White Stephanie Irvin, MBA Andrew Taggart, ASA, EA, FCA, MAAA Francis Fraine

🎉 Shoutout to Kurtis Thompson ASA, MAAA for 11 incredible years here at Odyssey Advisors! Your dedication and expertise as a consulting actuary have made a lasting impact, and we're excited for what the future holds! #WorkAnniversary #OdysseyAdvisors #TeamOdyssey

On this day, we honor the 2,977 lives lost 23 years ago, stand in solidarity with their families, and salute the courageous heroes who answered the call. We will never forget their sacrifice, bravery, and the resilience that united us all. #NeverForget #September11th #UnitedWeStand #HonorAndRemember

Ready for fall? So are we! 🍂 Bring on the football 🏈, pumpkin spice lattes 🎃, cooler temps, and yes... OPEB valuations 👻 (spooky season, right?) For our municipal peeps (does anyone say "peeps" anymore?), we know you're likely knee-deep in spreadsheets, chasing down those elusive data points for your actuaries. But don’t worry, we’ve got your back! Our all-in-one checklist for full and interim valuations is here to save the day. Stay organized, download your PDFs, and breathe a little easier. Want the link? We'll drop it below 👇 #OPEB #StateAndLocal #Valuation #GASB75

A huge shoutout to Samantha Schneider and Andrew Taggart, ASA, EA, FCA, MAAA for hitting the big 6th anniversary here at Odyssey Advisors! 🥳🎉 Thanks for bringing your A-game every day and making work feel like a breeze. Here's to many more years of success, laughs, and great teamwork! #workanniversary #teamwork #cheerstosixyears

At Odyssey, our office pups are part of the family, so we definitely won't miss a chance to show them off! Drop a pic of your fur baby in the comments and let us know what makes them special! Happy #NationalDogDay to all the four-legged besties, cuddle companions, and office sidekicks out there! 🐶❤️

Just like Pumpkin Spice, some things are just too good to wait for 🍂☕ Whether it's cozy fall flavors or securing your future, timing is everything! #FallVibes #PumpkinSpice #RetirementPlanning #OPEB