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.

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.

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.

You’ve built your nest egg over time and earned the right to enjoy the rewards of your life’s efforts. We can help you manage your assets to make the most out of your life, at every age.

You’ve worked hard to get where you are today. With creative financial planning, you may be able to create a family legacy that extends far beyond your years.

However you see your future, the best time to plan for it is today. We’ll work with you to build and monitor a financial plan designed around the things that...