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Quarterly 401(k) Update & Planning Guide

This session is open to all employers who offer a 401(k) plan, whether or not you work directly with me. The goal is simple: help participants better understand their retirement plan, make informed decisions, and feel more confident about their financial future.

There's no registration required--just straightforward education and practical planning insights.

We'll cover:
- What market changes mean for retirement savers
- 2025 contribution strategies and tax-smart planning
- How to prioritize emergency savings, debt, and 401(k) participation
- Live Q&A: participants can ask anything related to their plan

Join in on the conversation HERE

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July 16

Terminating the Problem Employee

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August 5

One Big Beautiful Bill Act (OBBBA): Tax Legislation Insights and Implications to the Construction Industry