Webinar Details: Title: Capital Markets Update Date: September 29, 2020 Time: 12 PM Fee: No cost Registration: https://bit.ly/2FhWnnN About: Join One Strategic Capital and a special guest from JP Morgan as they provide you with a capital market update. They will provide a general domestic and international update as well as dive into how the…
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Webinar Details: Title: Should I Refinance? Date: September 23, 2020 Time: 12 PM Fee: No cost Registration: https://bit.ly/35oAZI1 About: Amidst the Coronavirus epidemic, a question that many seem to be asking themselves is “Should I refinance my home right now?” This is an excellent question and one worth digging into to ensure you make the…
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Thursday, September 3rd at 10:45am (PDT) We are excited to be a part of WA ST SHRM’s 2nd free Digital Summit on September 22, 2020 which is slated to be bigger, better, and stronger! As we prepare for this event that is just around the corner, we look forward to displaying an abundance of educational…
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Webinar Details: Title: The Circle of Wealth Date: August 20, 2020 Time: 12 PM Fee: No cost Registration: https://bit.ly/3atWLuz There are many ways to enlarge your Circle of Wealth. Most people feel the number one way to accomplish this is through increasing their rate of return on their investment dollars. While it is certainly true…
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Friday, July 17 at 1:00pm (PDT) Webinar Details: Title: The Hidden Costs of Financial Stress in the Workplace (and how HR professionals can help reduce it.)Date: July 29th, 2020Time: 3:00pmFee: No costRegistration: https://bit.ly/3ha7Frp The Corona Virus has wreaked havoc on the personal finances of many employees. Even with government intervention, it stands to reason employees remain…
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Wednesday, July 15 at 3:45pm (PDT) We are thrilled to be a part of WA ST SHRM’s FREE Digital Summit on July 17th, 2020. As we prepare for this event that is just around the corner, we look forward to displaying an abundance of educational resources at our digital booth as well as share what…
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Monday, July 13 at 11:45am (PDT) Knowledge is Retirement Power It’s important to review your tolerance for investment risk on a regular basis, especially given the current market volatility. If you find yourself constantly stressing over your investments, it may make you feel better to reassess your appetite for risk. Your plan recordkeeper will likely…
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Monday, July 13 at 11:30am (PDT) OCTOBER Audit third quarter payroll and plan deposit dates to ensure compliance with the U.S. Department of Labor’s rules regarding timely deposit of participant contributions and loan repayments. Verify that employees who became eligible for the plan between July 1 and September 30 received and returned an enrollment form.…
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Monday, July 13 at 11:15am (PDT) There is a lot of conversation lately reminding employees and participants of the fundamental reasons to contribute to their own retirement through their 401(k) plan, as well as why they should stay invested even during tough economic times. Times are tough for employers, too. With that in mind, here…
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Monday, July 13 at 11:00am (PDT) Q: Our small company has, of course, suffered due to the Coronavirus. A few employees who had to take pay cuts are considering applying early for their Social Security benefits, rather than continuing to work at reduced pay. Where can we point them for information about this decision? A:…
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