Events & Hot Topics

Welcome to FRESH (A Financial Resources & Educational Study Hub) your portal to a wealth of financial resources!  Here you will find a library of reports, articles and newsletters, current market data plus interactive calculators and financial tools of all kinds.  FRESH is exactly as its name implies - a “hub” of information captured from across a wide variety of media messengers.

Research shows that adults learn most effectively by doing – so go ahead, surf around!  FRESH is all about going beyond the talk – it’s a place where you can experience a variety of tools to help drive financial concepts home.

Within FRESH’s pages, you’ll find information on a broad array of topics – here is just a sample:

401(k) and Roth 401(k) Plans
403(b) Plans
457 Plans
College 529 Plans
IRAs, IRA Rollovers and Roth IRAs
Roth Conversion
Variable and Fixed Annuities

Group Benefits including:  Medical, Dental, Disability and Life
Medicare, Medicare Supplements and Individual Health Options
Life Insurance
Long-term Care Insurance

Cash Flow and Budgeting
Legacy and Estate Planning
Retirement Planning
Social Security

If there’s something you can’t find, let us know.  We welcome your comments and feedback: (wpcbs@wpcbs.com)

FRESH is brought to you by:

Creative Benefit Strategies, LLC and WealthPlanners, LLC
Putting Why Before How™
 

Events & Hot Topics

Cambridge Embraces ERISA Rules and Regulations for Retirement Plans

Please click on the link below to see the following Cambridge Announcement

http://www.streetinsider.com/Press+Releases/Cambridge+Embraces+ERISA+Rules+and+Regulations+for+Retirement+Plans/7390622.html

Understand the New Fee Disclosure Rules 

In the near future, two new Department of Labor regulations will go into effect requiring significant changes to what information needs to be disclosed by service providers to plan sponsors and their employees participating in 401(k) and 403(b) plans.

We cordially invite you to join us for an interactive webinar we will be hosting January 24th to clarify the new disclosure requirements and assist you in answering some of the questions they are sure to raise with your employees.  We will also discuss how you can use this information to improve your plan by controlling costs and eliminating excess fees.

 Title:
 Understanding The New Fee Disclosure Rules
 
Date:
 Thursday, May 17, 2012
 
Time:
 3:00 PM - 4:00 PM CDT

 
After registering you will receive a confirmation email containing information about joining the Webinar.
 
System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server
 
Macintosh®-based attendees
Required: Mac OS® X 10.5 or newer

Space is limited.
Reserve your Webinar seat now at:

https://www3.gotomeeting.com/register/114053582

Click here to view the Fee Disclsoure Presentation Slides