3 days ago
Episode 50: Trends in Advice and Wellness with Chris Whitlow
In this month’s Revamping Retirement, Jennifer Doss and Dawn McPherson...
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Earle Allen, CEBS®
Principal,
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Elina Babadzhanova, AIF®
Senior Financial Advisor
Jared J. Hardin
Financial Advisor
Rebecca Hedtler, CEBS®
Financial Advisor
Timothy Irvin, CFP®, CPFA®, AIF®, CHSA®, QKA
Senior Financial Advisor
Robert Peel
Financial Advisor
Marcia Peters, CFA®
Senior Financial Advisor
Jan Rezler, QPFC
Senior Financial Advisor
Michael Sanders
Principal,
Financial Advisor
Michael A. Webb, CEBS
Senior Financial Advisor
Emily Wrightson
Principal,
Financial Advisor
3 days ago
In this month’s Revamping Retirement, Jennifer Doss and Dawn McPherson...
6 days ago
On the second episode of Mission + Markets, CAPTRUST’s Heather...
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The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...
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While some SECURE 2.0 Act provisions are required for all...