Webcasts

Are you fully leveraging the retirement benefits and tax advantages available to your firm? Cash balance plans can be a game-changer for professional service firms, offering significant tax savings and accelerated retirement savings potential.

Firm Partners Kate Pizzi and Brian Carlson discuss:
• The mechanics of cash balance plans
• Who can benefit the most
• Essential considerations for implementation

Whether you are part of a law firm, medical practice, accounting firm, architectural firm, etc., this webinar may help you gain valuable insights for optimizing your retirement strategy.

Start the new year strong with a fresh perspective on your financial goals. Nick Breit, Partner and Director of Financial Planning, Mike Emerson, Partner and Sabrina Bailey, CEO provide a concise and insightful overview of our 2025 Financial Planning Guide, designed to help you navigate the year ahead with confidence. Key topics for discussion include:

·       Tax & Charitable Planning

·       Retirement Planning

·       Estate Planning

·       Insurance Planning

Sabrina Bailey, CEO and Brad Long, Chief Investment Officer provide our annual capital market forecast and 2025 outlook. This informative webcast covers:

• Three themes shaping our 2025 positioning: market fragility, portfolio durability and the age of alpha
• Updated capital market forecast including return expectations and risks
• A brief update on Fiducient Advisors

Andrew Lendnal, Scott Boulton and Chad Tischer discuss how a holistic financial wellness program can help transform your workplace. This session addresses:

• Personalized strategies to engage employees at all levels, from entry-level to executives

• Leveraging AI, digital tools and coaching to drive sustained participation and outcomes

• Utilizing data-driven insights and reporting to help you better understand participant needs and optimize your wellness strategy

• A streamlined rollout process to seamlessly integrate financial wellness into your existing benefits

Andrew Lendnal and Scott Boulton discuss how your employee’s financial wellness can help boost your bottom line. Discussion topics include:

• The impact of employee financial stress and its toll on workplace productivity
• The top five reasons every employer should consider offering financial wellness benefits in 2025
• What to consider when choosing the right employee financial wellness program
• Details on the Wellness by Fiducient Advisors’ solution

Ascensus’ Kate Whitmore and Fiducient Advisors’ Tyler Polk provide a timely update on Pooled Employer Plans. Discussion topics include:

• Regulatory history of PEPs

• Plan Sponsor, fiduciary and employee benefits of entering into a PEP arrangement

• Details about the Fiducient Advisors’ PEP

• A case study discussion of PEPs vs single plan structures