Investing in Opportunity Zones 101

In this webinar, Brett sits down with Urban Catalyst and they discuss what an opportunity zone is and the tax benefits associated with the investment.

401k match formula that won't break the budget

In this webinar, Brett covers how to budget for a 401k match which can be great for maximizing your benefit package.

Be Ready for When the Feds Come Knocking

In this webinar, Brett covers DOL requirements, Plan Sponsor Requirements, and how the Plan Committee can reduce risk, as well as tips on how to interact with the DOL/ IRS.

Top Reported Concerns of Retirement Plan Sponsors in 2022

In this webinar, Brett covered the top reported concerns of retirement plan sponsors in 2022, including how their retirement plans are helping to attract and retain top talent.

Foundations of Building Enterprise Value in a Veteran Owned Business

In this webinar, recorded for entreprenurs building their business to sell, Brett covered the pillars of building enterprise value and considerations for future wealth transfer. 

Secure Act 2.0 | Everything You Need to Know

In this webinar, Brett goes es deep into Secure 2.0.  The  changes that impact 401(k), IRA, Roth, and other retirement savings plans.

10 Unusual Ways to Determine If You & Your Business Are Ready to Sell

In this webinar, Brett covers a list of things you need to consider if you plan to sell your business.