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The company’s deal to pick up the defined contribution business is one of the bigger ones in recent years, in an industry that keeps consolidating.
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More than 80 investors were persuaded by promised 13.5% returns.
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Health Care & Power of Attorney Presentation by Tim Pickart for the Fall 2024 workshop series
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Fall 2024: ASK First Form signed by Timothy Pickart
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“Overview & Estate Law Changes” Presentation by Steve Giammichele for the Fall 2024 workshop series
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“Overview & Tax Changes” Presentation by Patrick Chu for the Fall 2024 workshop series
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2024: ASK First Form signed by Catalina Reynoso
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Health Care & Power of Attorney Presentation by Catalina Reynoso for the Fall 2024 workshop series
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“Retirement Asset Planning” Presentation by Michael Simon for the Fall 2024 workshop series
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2024: ASK First Form signed by Michelle Lepich
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