Thanks for joining us!
What We Covered
Are you aware of the changes the IRS made for contribution rates in 2022? Do you know what information you need from your 401(k) account in order to file your taxes? Do you have a strategy for your 401(k) account if there is a market correction?
Our Q4 2021 live session is going to cover these topics and more to answer questions and give you peace of mind as we head into 2022.
Our live event speakers
NICOLE WILSON, CPA | ADVISOR
Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services.
ANDREW NELSON | PARTNER, DIRECTOR OF WORKPLACE ADVISORY
Andrew is passionate about diving into the details of organizations and how they serve their employees. With 10 years of experience working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about.