International Society of Certified Employee Benefit Specialists的动态

Now before you go thinking I’ve got my dates mixed up, let me assure you, this notice is for you parents. That’s right, over this summer, I’ll be schooling you about the estate plans and other very important documents you need to have in place if your kids are minors. So get those pens and paper ready and don’t be late for class! ?? It’s going to be a fun summer of learningAND taking action to protect your family. #jsrymerlaw #texaslaw #texasestateplanner #texaseldercare #texastrusts #texaswills #texasestate #texasprobate #houstontx #sugarlandtx #texaslawyer #texasassetprotection #texasproperty #texaselderlaw #retirementgoals #retirement #EstatePlanning #texasschools #summerschool

They say time flies when you’re having fun. With August here, that means those summer fun plans will be competing with back to school preparations. Hopefully you’ll be able to manage it all and don’t forget to keep up with the lessons I’m giving this summer to help you stay informed and get ready to put those estate plans in place before the year is over. Have fun! #jsrymerlaw #texaslaw #texasestateplanner #texaseldercare #texastrusts #texaswills #texasestate #texasprobate #houstontx #sugarlandtx #texaslawyer #texasassetprotection #texasproperty #texaselderlaw #retirementgoals #retirement #EstatePlanning #texasschools #summerschool #summerfun

Drilling down on U.S. retirement policy successes and shortcomings with Jeffrey H Snyder at BRN. Let's begin a dialogue about fixing Social Security as America's pension plan and then expanding private sector retirement plan access. Our best solutions will be found in a collaboration between the government, employers, Social Security beneficiaries, and retirement plan participants. Out with the old and in with the new is not the best path forward. Let's work together to build on and enhance what we have as the foundation for the future. If we don't, we will most certainly cross the tipping point of a downward spiral we can't recover from. American Retirement Association American Society of Pension Professionals and Actuaries National Association of Plan Advisors NTSA - National Tax-Deferred Savings Association Advanced Strategies Group, LLC Independent Financial Partners (IFP) Strategic Retirement Partners William Hamm, CFA, CFP, CLU Chris Hamm Barry Downey James Olson Elle Moser, AIF?, CPFA?, NQPA? Tyler Acheson, CPFA?, NQPA? Jody Henley Nevin Adams Mickie Murphy, CPC, QPA, QKC, ERPA Brian Graff Keith Gredys, JD, CPFA, AIF, BCF Marjorie Mann

Why Inherirance IRA Rule Changes in 2025 Will Cost You if Unprepared #ira #401k #genx #medicare #socialsecurity #retirementincome #Retirees #retirement #seniors #retirementplanning #retirementgoals #retirementplan #retired

As our nation witnesses the largest wave of retirees in history, protecting stable and reliable #retirement income has never been more critical. Learn how #annuities can provide the long-term #FinancialSecurity retirees deserve: https://bit.ly/4aJSjp2 #AAM24 #AnnuityAwarenessMonth #ProtectRetirement

If it’s one thing I’ve learned this far, it’s that the family is the core unit of society. With proper planning, we can ensure that our families are taken care of in the future. Feel free to contact my office today so I can help you get the peace of mind you deserve. #jsrymerlaw #texaslaw #texasestateplanner #texaseldercare #texastrusts #texaswills #texasestate #texasprobate #houstontx #sugarlandtx #texaslawyer #texasassetprotection #texasproperty #texaselderlaw #retirementgoals #retirement #EstatePlanning

Plan sponsors have a fiduciary responsibility to act in the best interests of plan participants and beneficiaries. Read our latest article to find out what checklist items you should consider to determine your training needs: https://go.53.com/604698xus #retirement #401k #fiduciary

Plan sponsors have a fiduciary responsibility to act in the best interests of plan participants and beneficiaries. Read our latest article to find out what checklist items you should consider to determine your training needs: https://go.53.com/60499ITw3 #retirement #401k #fiduciary

Plan sponsors have a fiduciary responsibility to act in the best interests of plan participants and beneficiaries. Read our latest article to find out what checklist items you should consider to determine your training needs: https://go.53.com/60405qZpa #retirement #401k #fiduciary

Plan sponsors have a fiduciary responsibility to act in the best interests of plan participants and beneficiaries. Read our latest article to find out what checklist items you should consider to determine your training needs: https://go.53.com/60469Z6x6 #retirement #401k #fiduciary