SEATTLE, Wash., Jan. 11, 2023 (SEND2PRESS NEWSWIRE) — Asset Defense Team and Vast Solutions Group, Inc. (VastSolutionsGroup.com) 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 […]
Tag Archives | retirement planning
Press Release: Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation
By Send2Press Newswire on January 5, 2023 in ATLANTA, Ga., Business, Finance, Insurance, Press Releases, Taxes and Accounting
ATLANTA, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — 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.
Press Release: Southwestern Investment Group Celebrates 20th Anniversary
FRANKLIN, Tenn., March 16, 2022 (SEND2PRESS NEWSWIRE) — 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.
Press Release: Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation
COLORADO SPRINGS, Colo., Feb. 24, 2022 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist. Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.
Press Release: Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill
ATLANTA, Ga., May 19, 2021 (SEND2PRESS NEWSWIRE) — 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.
Press Release: Fairport Wealth Announces 2021 Community Beacon Recipient
By Send2Press Newswire on February 25, 2021 in Awards and Honors, Business, CLEVELAND, Ohio, Finance, Press Releases
CLEVELAND, Ohio, Feb. 25, 2021 (SEND2PRESS NEWSWIRE) — 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.