Latest Past Events

2024 Slavic401k Annual Conference

Opal Grand Resort 10 N. Ocean Blvd., Delray Beach

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.

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

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 […]

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