Estate Planning Update shows man pointing at financial planning graph.

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which is changing retirement and estate planning for many. One major provision of the Read More...
Retirement plan sponsors with woman holding an open sign.

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...
SECURE Act depicts community of people on board as three people sit on a bench looking at them.

January 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, Read More...