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CARES Act, Tax and Retirement Updates Webinar Thumbnail

CARES Act, Tax and Retirement Updates Webinar

This webinar, hosted on April 9, 2020, by Ken Burke, CPA/PFS CBEC®, President & CFO, and Jennifer Vogler, Esq., Chief Compliance Officer/Tax Department, includes a review of tax and retirement updates as they pertain to the CARES Act.

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Market Viewpoints Webinar Thumbnail

Market Viewpoints Webinar

This webinar, hosted on April 7, 2020, by Ken Burke, CPA/PFS CBEC®, President & CFO, and Jim Englert, CFP®, EA, CEO, includes a review of current market conditions, market behavior, and what to do now.

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New Spending Package Includes Sweeping Retirement Plan Changes Thumbnail

New Spending Package Includes Sweeping Retirement Plan Changes

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the Spring of 2019, but then subsequently stalled in the Senate.

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Funding Your Children’s Education Thumbnail

Funding Your Children’s Education

The average annual cost of a private four-year university has skyrocketed. Our financial advisors have the knowledge and experience to advice you and your family on the best options for funding your children’s education.

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