SECURE 2.0 Act Webinar

Virtual Event

The SECURE 2.0 Act of 2022 became a law on December 29, 2022, and is intended to build on the provisions made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2019. The legislation is making far-reaching changes to qualified retirement plans and includes a wide range of provisions intended to make saving […]

Credit Scores: More Than Just a Number (Webinar)

Virtual Event

As part of our Financial Wellness Series, our first session was focused on understanding and managing your credit. During the webinar, we discussed: The importance of maintaining a good credit score How to read your credit report Ways to improve your credit score Credit scores play a crucial role in determining your financial health and […]

Saving and Paying for College (Webinar)

Virtual Event

Are you planning to help your children or grandchildren with their college tuition expenses? Part two of our Financial Wellness series discussed saving and paying for college, student loans, financial aid and 529 plans. View the webinar recording and download the slide deck.

Saving for Retirement 101 (Webinar)

Virtual Event

Part three of our Financial Wellness webinar series was about saving for retirement. Whether you are ahead of the curve with savings, or getting a late start, this webinar provides insights and tools that will help you with your long-term goals. During the webinar, we discussed: Understanding the importance of retirement savings Different retirement savings […]

SECURE 2.0 Webinar: Retirement Plan Administration Changes and Regulatory Updates

Virtual Event

As part of our commitment to keeping you informed, we want to prepare you for the upcoming changes in retirement plan administration resulting from the new regulations under the Secure Act of 2019 and SECURE 2.0 Act. To assist you in navigating these regulatory changes, we are hosting a webinar to provide in-depth coverage of […]

Financial Planning Webinar: Creating and Implementing a Financial Plan (Webinar)

Virtual Event

Part four of our Financial Wellness webinar series focused on the process to create and implement a financial plan. We discussed tips and best practices on how to create a full, holistic plan: incorporating the appropriate accounts and securities while tying in insurance, social security, and estate planning. View the webinar recording and slide deck […]

Mastering Financial Wellness: Unleashing Your Financial Potential (Webinar)

Virtual Event

In part five of our Financial Wellness webinar series, we focused on maximizing your financial health with different tricks and tips. We explained different options available when creating a financial plan that meet your financial goals. Whether it’s best practices for managing your financial accounts, credit-boosting tips, or rollover options, we’re here to help you […]

Year End Financial Planning: Taxes and Retirement (Webinar)

Virtual Event

This webinar discussed best practices to follow for year-end financial planning, including: recommendations for tax filing preparations, year-end retirement contributions, plus more. View the webinar recording here. Speaker: David Herlihy Senior Vice President, Wealth Management Slavic401k

2024 Slavic401k Annual Conference

Opal Grand Resort 10 N. Ocean Blvd., Delray Beach, FL, United States

The Slavic401k Annual Conference brings together the brightest minds in the retirement savings and benefits for three educational days geared towards retirement plan compliance, SECURE Act 2.0 legislation, and how to help more Americans achieve their retirement goals.

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