Content that Moves the Needle

Please tune in to listen to Jason Grantz, QPA, QKA, AIF and I discuss the myriad of numbers and letters that Plan Sponsors have to decipher. Advisors in the Qualified Plan should listen in to learn how Unified Trust can assist you and... more

Listen to Aaron Klein CEO @ Riskalyze discuss why his web-based risk tolerance platform is making Advisors lives easier, more productive and powerful.

Jeff Linkowki from InspiraFS will discuss why Advisors should consider using an Automatic IRA Rollover specialist to add value to your relationships, ease fiduciary liability and simplify the administrative burdens for the Plan Sponsor.

Ken Cochrane, Managing Director of Pulse Logic and I chat about four (4) trends changing the Qualified Plan Advisors Practice.

Sharon Pivirotto, PPC, AIFA discussed how advisors can use designation to make a difference in their practice.

Mark Zamiara from eFiduciary.net discussed the advantages for the Advisor and the Plan Sponsor when using cloud based storage for qualified plans.

Moveable Feast was founded in 1989 by a group of dedicated volunteers as a tax exempt non-profit organization. Moveable feast is the only meal delivery program for home bound people living with AIDS in the greater Baltimore area.... more