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Solving Retention with Smart Retirement Strategy: How Andrews ISD Achieved 94% Participation
▶️ Watch Now: This Simple Change Made a Big Impact for StaffSchool districts across Texas continue to grapple with the growing challenge of retaining qualified educators and staff. For Andrews Independent School District (ISD), this wasn’t just a long-term concern — it was a pressing issue. As seasoned educators left...
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Inflation: What’s Next?
Inflation is on a tear, notching the fastest 12-month increase in almost 40 years. From November 2020 to November...
What are the benefits of hiring a financial advisor?
Financial advisors meet with you to understand your current situation and goals. They analyze your assets, income, and...
Now that you’re at a new job, what should you do with your old 401(k)?
Now that you're at a new job, what should you do with your old 401(k)?There’s nothing like starting a new job with a...
Opportunity in a World of Uncertainty
Welcome everyone and thank you for joining us for today's webinar. My name is Ray Supper and I'll be today's...
Three Equity Compensation Tips to Consider When Planning for Retirement
Equity compensation has become increasingly common – for good reason. If your early-stage company goes public, or gets...
Retirement Preparedness in Under 45 Minutes
Today's presentation is understanding TRS and social security for educators. My name is Edgar Ortiz. I'm a senior...
Do you need a financial advisor in retirement?
Retirement is a massive life change and mindset shift. When you go from accumulating assets to distributing assets to...
Why is wealth management important?
Wealth advisors can help create a plan that not only focuses on present day items such as investment management, tax...
Inclusive Financial Education for a Multilingual Workforce
Written by: Scott Hauptmann It’s already difficult to reach employees and educate them on the need to save for...