Resources

// Blog
What Is Cryptocurrency and Should I Invest In It? April 28, 2021
A Crash Course on Being a 401(k) Plan Administrator and/or Fiduciary April 22, 2021
One Year of Remote Work Later: What’s Next for the Future of HCM Processes? April 20, 2021
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// Webinars
Navigating Key Planning Events Before and After Retirement May 17, 2021 at 11:00 am
Understanding the American Rescue Plan Act of 2021 March 18, 2021 at 12:30 pm
High Functioning Finance in a New World for Government Organizations February 25, 2021 at 10:30 am
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// Jeana Goosmann, Attorney and CEO Part Two: Advanced Estate Planning
Jeana Goosmann, Attorney and CEO Part Two: Advanced Estate Planning April 30, 2021
Jeana Goosmann, Attorney and CEO Part One: Essential Estate Planning April 29, 2021
Dr. Eric Neuman Discusses the Current State and Future of the MBA April 27, 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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