Financial Liabilities for Business Owners Offering 401(k) PlansMarch 10th @ 12:30 PM EST
There has been a lot of news out there regarding COVID-19 and how some legislative changes may alter your company's 401k and retirement plans.Join Bradley Troy, CFP® CAP® CLU® ChFC® AIF®, FFG's Fiduciary Specialist on Wednesday, March 10th at 12:30 pm EST, to discuss how the SECURE Act, SECURE Act 2, and legislative changes impact your company retirement plan and increase DOL scrutiny of plan trustees.If you sponsor a retirement plan, this webinar is a must. On the call Bradley will share some pertinent information and speak to the accelerating consequences on Retirement Plans like:- Addressing and correcting fiduciary exposures- Preparing for substantial upcoming changes in the US qualified retirement plan space- Actions you can take today to reduce your personal liability
NOTE: Virtually Financial is a LIVE-ONLY webinar series - if our guest speaker allows download of their presentation material, you will see it below
Creative Solutions for Business Owners in 2021Avoid the Pitfalls of the Recent Regulatory ChangesAirdate: February 24th @ 12:30 PM EST
The new SECURE and CARES Acts have significant impact on employers and employees alike. This important webinar will help you learn what you, the Business Owner and Plan Fiduciary, need to know to avoid the pitfalls of these recent regulatory changes.
If you were not able to join us, Ernie Guerriero gave some great tips for Business Owners on reducing your fiduciary risk.
Please let us know if you have any questions or are interested in more information, and we'll set up a conversation with one of our Retirement Plan Specialists.
Bending the Health Benefit Cost CurveAirdate: January 27th @ 12:30 PM EST
What is in your control. What is out of your control.
On the call, Billy MacCartee covered alternative strategies for finding significant savings on employee health care benefits. One of our new clients recently saved over $735,000 on their benefits package utilizing one of these strategies.
Please let us know if you'd like a copy of the presentation, and if you have any questions or are interested in more information, we'd be happy to set up a conversation with Billy's team.
There has been a lot of news out there regarding COVID-19 and how the new legislation may impact your individual tax and financial situation.
Our guest speaker, Michael Andrews, CPA and Tax Manager with KatzAbosch shared some pertinent information and tips on Individual & Business Taxes like:
Click here to download the presentation.
We are still in the middle of a pandemic and even though the future path remains uncertain, as investors, we can make the most out of living with it.Joseph Carbone, CIMA , Regional Director of Fidelity Investments joined us on Wednesday November 11th at 12:30 pm EST to discuss investment themes in the time of Coronavirus.On the call Joe discussed:- 2020 global investment outlook- Insight into actionable opportunities within the global equity markets- Asset allocation in a changing world.
Seminars are for informational purposes only. Third party guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or First Financial Group and opinions stated are their own.
To view on-demand replays of previously recorded webinars, follow the link and register (or re-register) and you will be taken to the video.
The pandemic and remote work have brought unique pressures to the business environment. As a result, keeping employees engaged, connected, and communicative can be challenging for managers. Our speaker will discuss how managers can adapt their leadership style to build meaningful relationships and why that can be a stabilizing factor during turbulent times. She'll also focus on creating conversations and community through small, everyday actions - even in remote work environments.
According to Guardian’s 8th Annual Workplace Benefits Study, 56% of small business owners agree that creating an environment that supports inclusion and diversity (I&D) is a priority. But many don’t know where or how to begin developing an effective I&D strategy. Our speakers will discuss how I&D can achieve excellence on both the individual and organizational levels, the importance of assessing business processes to improve organizational culture, and how to ensure every moment of the employee lifecycle is inclusive.
When it comes to business protection strategies, one of the most important tools available to small business owners is a comprehensive and properly funded buy-sell agreement. Neal Brincefield, Financial Advisor and Managing Partner of Consolidated Planning, Inc. will discuss the misconceptions and unknowns around buy-sell agreements and how using a special purpose LLC can reduce taxes while also making your business easier to sell.
Deciding when and how to sell their business is one of the most consequential decisions small business owners make. Join Michael Geeraerts of Guardian’s Business Resource Center and Andrew Hirschler from Pershing as they discuss the importance of having an effective business succession plan in place.
Attracting and retaining employees has become more important than ever during the COVID-19 pandemic. Now is the time to emphasize company culture and make changes so the workplace is a diverse, welcoming space and to put plans in place to retain your key employees. Watch our webinar to learn how to retain top talent during the pandemic and how to be more proactive on cash flow if employees don’t return to work.
Suicidal thoughts, like any mental health condition, can affect anyone regardless of age, gender, or background. Watch this webinar to learn more about the myths and facts about suicide, warning signs, and dos and don'ts if you believe someone you know is at risk. Dr. Brian Mayhugh shares some of his experiences about working with small businesses as they have dealt with the aftermath of suicide and the lasting impact it has left on organizations.
Our speakers share how to maximize the impact of a small business policy review to ensure the protections you have in place are working for you and that you know how to modify them to meet your changing situation.
Hear Angel Rich, the founder and CEO of The Wealth Factory, discuss how her small business adapted amid the COVID-19 pandemic, what equal opportunity financial literacy means for millennials, challenges and advantages entrepreneurs have at this time and fiscal sustainability going forward.
One in five working adult caregivers are caring for a child with special health care needs. Parents who balance their work with caregiving for a child with special needs are more likely to experience stress at their jobs and at home.* Watch our panel discussion with caregiving experts to hear lessons learned caring for children with special health care needs, the impact of COVID-19 on caregivers and strategies to adapt, what resources are available now, and how to plan for the future of your child with special needs and achieve financial confidence.
* Workforce 2020 report from Guardian's 8th Annual Workplace Benefits Study
Millions of small companies have faced what to do when their world gets turned upside down by a game changing pandemic. Hear the story of Doris Kaiser, CEO and managing partner at Zeldis Research Associates, and learn how she and her team successfully stabilized the business when no traditional management tools or financial indicators seem to apply.
Re-opening your business presents many challenges. Business owners are coming up with creative solutions to face heightened safety measures and to retain employees and customers during COVID-19. Join us for a discussion with small business owner Rosanna Dovgala of Sierra Health Group, who will share her company’s successes during the pandemic.