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The SEP IRA: Is This the Best Retirement Plan for Your Business?

March 1, 2021

Presented by Dean Elliott: As a self-employed individual or small business owner, you have the ability to establish a simple and cost-effective retirement plan for you and your employees. There are a few options available, but one you may Read More...
The SIMPLE IRA: Is This the Best Retirement Plan for Your Business?

February 8, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: As an employer with 100 or fewer employees, you have the ability to establish a simple and Read More...
3 Approaches Business Owners Can Use for Planning

December 26, 2020

By Kris Maksimovich, AIF®, CRPC®, CRC®: Planning for a successful future is not a one-size-fits-all plan. Your business needs are unique from all Read More...
How the Expanded EIDL Program Can Help Your Small Business

April 16, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, Read More...
Business continuation planning depicts a clock face under water.

February 6, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: What does business continuation planning look like and who are the participants? Below is a glossary of Read More...
Retirement plan sponsors

January 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: A bill that comprehensively reshapes the realm of employer-sponsored retirement plans for employers and Read More...