Tag: retirement planning
Vast Solutions Group, Inc. and Asset Defense Team Announce Joint Venture: AssetDefenseAdv.com
eNewsChannels NEWS: -- Asset Defense Team and Vast Solutions Group, Inc. are pleased to announce their joint venture, AssetDefenseAdv.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The advanced platform is called "Einstein" and is currently in Beta 1.0.
Strategic Benefits Advisors Inc. offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 legislation
eNewsChannels NEWS: -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors.
Independent wealth management company Southwestern Investment Group celebrates 20th Anniversary
eNewsChannels NEWS: -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.
Financial Advisor Keith Eckhardt of Edward Jones in Colorado Receives CRPS Designation
eNewsChannels NEWS: -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.
Strategic Benefits Advisors: Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill
eNewsChannels NEWS: -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today notifying plan sponsors of pending bipartisan legislation that could significantly impact employer-sponsored retirement plans.
Fairport Wealth Announces 2021 Community Beacon Recipient, Greater Cleveland Food Bank
eNewsChannels NEWS: -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."
Dennis Tubbergen: Recently Passed COVID Relief Bill May Threaten Your Retirement
eNewsChannels NEWS: -- Does the Recently Passed COVID Relief Bill Threaten Your Retirement? According to Dennis Tubbergen, a partner with Retirement Lifestyle Advocates, that question is not as crazy as you may be thinking it is.
PARAGON Wealth Strategies Acquires Mellen Money Management, Creating Multi-Generational Wealth Management Firm
eNewsChannels NEWS: -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.
Gary W. Hansen of Retirement Planning Center of the Rockies, Earns RICP Designation
eNewsChannels NEWS: -- Gary W. Hansen, President, Retirement Planning Center of the Rockies, LLC, has earned the Retirement Income Certified Professional(R) (RICP(R)) designation from The American College of Financial Services.
Peter Grandich and Company Teams with Major CPA Firm WithumSmith+Brown PC
eNewsChannels NEWS: -- Trinity Financial, Sports & Entertainment Management Company, a division of Peter Grandich and Company, announced today that it has teamed with the Sports & Entertainment Division of one of the largest CPA firms in the Tri-State Region, WithumSmith+Brown, PC ("Withum").
