A quarterly magazine produced by Confero Fiduciary Partners
Latest Issue: #24 - Employee Benefits
An in-depth look into the retirement landscape
Our commentary on the most current topics
Our collection of informative video content
The best way to listen to our wealth of informational entertainment
The 15 Minute Benefits Call: Denise Gueli
Denise Gueli of The Bonadio Grouop join Westminster on the 15 Minute Benefits Call to discuss the cost of not following your plan document.
Consultant's Corner - Credit Score
In this Consultants Corner discuss credit scores. To many a credit score is an arbitrary number that is confusing to understand. How is this number generated?...
The 15 Minute Benefits Call: Eric Paley
Eric Paley of Nixon Peabody join Westminster on the 15 Minute Benefits Call to discuss recommendations for changes in both the plan document and summary...
Quarterly Market Update - Q2 2018
Our Senior Research Analyst, Gabriel Potter, gives a Q2 market update and recaps the previous three months.
Consultant's Corner: Estate Planning
In this Consultant's Corner we tackle the tricky subject of Estate Planning. This may not be a subject that you would like to discuss but it is something...
Consultant's Corner: Employer vs Individual Retirement Plan
In this Consultant's Corner we break down the difference between and employer and individual retirement plans. How you can be an informed participant,...
Consultant's Corner: Budgeting
In this consultants corner we tackle budgeting. Budgeting is a major problem for many individuals. It can seem like a daunting task. But if you are willing...
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