Events
Meet, learn, and get to know us better
Relationships are at the core of everything we do. Our work allows us to truly partner, to work as good people and as experts. We choose clients who share our moral compass, who want a partner to advocate for them to thrive and flourish. Join us as we share our expertise
Upcoming Events
ELEVATE Series – Navigating the Fog: Understanding and Evaluating 401(k) Plan Costs
Tue June 24, 202510:00 am
Understanding what your retirement plan really costs and knowing whether those costs are fair can feel overwhelming. In this edition of our ELEVATE Series, Scott Gehman and Sean Duffy will walk you through the different types of 401(k) plan fees and clear up common misconceptions. You’ll gain a better understanding of your fiduciary responsibilities, know […]