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The holistic wealth viewpoint

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60 min watch
Wealth Management Pinnacle Virtual Series: Economic commentary and planning opportunities

The spread of COVID-19, increased market volatility, and new legislation have introduced factors that could impact your financial plan. Wondering how to navigate in these times? Join our webinar to learn more.

Jim Baird Wealth Management
Webinar April 10, 2020 | 1:00 - 2:00 p.m. EDT 60 min watch Upcoming
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10 min read
SECURE Act: Inherited retirement accounts and the impact on your estate plan
The SECURE Act changes the rules on retirement accounts. Here’s how it’ll affect inherited retirement accounts, taxes, and your estate plan.
Alicia Cole Wealth Management
Article March 20, 2020 10 min read
motion image of people leaving office space
4 min read
Succession planning: The C-suite guide for low-risk leadership transitions
Don’t have a formal succession plan? You’re overdue, but in good company — a recent study showed only 8% of businesses had a comprehensive program. This guide will get you up to speed on how to start planning for a business transition.
Stan Hannah
Article March 13, 2020 4 min read
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3 min read
SECURE Act’s lifetime income provisions add clarity and flexibility
The new law improves disclosures, increases employee portability, and enhances employer protections for annuities and other lifetime income offerings. Here are the highlights for plan sponsors.
Laura Taylor
Article March 11, 2020 3 min read

Deep dive: The holistic wealth viewpoint

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