Cryptocurrency has become more widely used in our society, but should it be offered in your retirement plan? Join us as we discuss: The basics of cryptocurrency The U.S. Department of Labor’s stance on cryptocurrency Proposed cryptocurrency legislation How it could impact your plan Guest Speaker Dan Notto Managing Director, ERISA Strategist J.P. Morgan Asset Management About Retirement Plan Academy ...
Cryptocurrency has become more widely used in our society, but should it be offered in your retirement plan? Join us as we discuss: The basics of cryptocurrency The U.S. Department of Labor’s stance on cryptocurrency Proposed cryptocurrency legislation How it could impact your plan Guest Speaker Dan Notto Managing Director, ERISA Strategist J.P. Morgan Asset Management About Retirement Plan Academy ...
A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also ...
A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also ...
By offering a retirement plan, your company has a fiduciary responsibility. But companies aren’t always certain about the right steps to take or aware of what liability can be delegated to others. Join us for a training session covering: The fiduciary role and responsibilities Best practices for overseeing plans How to limit your liability Light breakfast will be served starting ...
By offering a retirement plan, your company has a fiduciary responsibility. But companies aren’t always certain about the right steps to take or aware of what liability can be delegated to others. Join us for a training session covering: The fiduciary role and responsibilities Best practices for overseeing plans How to limit your liability Light breakfast will be served starting ...
This presentation will cover behavioral economics and what it teaches us about decision-making and how that impacts the decisions individuals make in investing. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee About Tennessee Society of CPAs The Tennessee Society of Certified Public Accountants is the state professional organization for certified public accountants in Tennessee. ...
This presentation will cover behavioral economics and what it teaches us about decision-making and how that impacts the decisions individuals make in investing. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee About Tennessee Society of CPAs The Tennessee Society of Certified Public Accountants is the state professional organization for certified public accountants in Tennessee. ...
Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment ...
Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment ...
Join us for a discussion on how to align your organization’s values with your investment goals by incorporating mission-aligned investing. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity ...
Join us for a discussion on how to align your organization’s values with your investment goals by incorporating mission-aligned investing. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity ...
