Resources

// Blog
Should My Business Switch to Windows 11? November 23, 2021
How to Successfully Educate Your Employees on Taking Full Advantage of Their 401(k) Benefit November 18, 2021
The Importance of Creating a Viable Succession Plan November 18, 2021
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// Webinars
Best Practices for Optimizing Your Organization’s Retirement Plan  January 11, 2022 at 01:00 pm
Cybersecurity – Helping Businesses Identify a Problem vs. an Inconvenience December 7, 2021 at 02:00 pm
Individual Year-End Tax Planning November 16, 2021 at 02:30 pm
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// Dr. Courtney Haun Discusses the Future of Healthcare Education
Dr. Courtney Haun Discusses the Future of Healthcare Education November 18, 2021
Sundance Wicks on ‘Bringing Your Own Juice’ October 28, 2021
Quarterly Market Update with Derek Hoyt and David Peyton October 19, 2021
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// Guides
The Five Gaps and Five Solutions in Financial Planning for Leaders in Higher Education March 29, 2021
Should I Consider Refinancing My Mortgage? March 18, 2021
Should I contribute to my Roth IRA vs. my traditional IRA? March 18, 2021
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// Videos
Understanding the ERC Credit April 01, 2021
Retail: The Impact of Ecommerce on Sales Tax Compliance December 03, 2020
What Does a Fraudster Look Like? November 11, 2020
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