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.