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Amy Parvaneh
Upcoming Seminar. Creatives: Making The Right ...

Attention all entertainment and creative industry professionals: Join me on an upcoming important seminar about managing your finances as an entertainment professional.

Upcoming Seminar. Creatives: Making The Right Financial and Business Decisions

julian schubach

ABA Recognizes Winners of "Under 40 Awards in Wealth Management"

ABA Recognizes Winners of "Under 40 Awards in Wealth Management"

Julian Schubach is honored to be a recipient of The American Bankers Association’s Under 40 Awards in Wealth Management. This award recognizes wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities.

Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

Clearly, the needs of retirees, who are busy spending down their retirement savings, are quite different from the needs of employees, who are (or should be) busy building up their retirement savings.