We’re excited to invite you to a special lunch event at Crafted RVA on Wednesday, February 5th, at noon for a SHRM credit-approved presentation titled: Fiduciary Misconceptions.

As a fiduciary, navigating today’s complex and evolving landscape can feel daunting. This presentation will help you:

• Understand the increasing pressure to optimize participant experiences while managing costs.

• Develop a thoughtful and logical approach to investment decisions in a litigation-prone environment.

• Separate fact from fear-driven noise and avoid common pitfalls and myths about fiduciary responsibilities.

Date: Wednesday, February 5, 2025
Time: 12:00 PM – 1:00 PM
Location: Crafted RVA
Address: 4900-151 Libbie Mill E Blvd, Richmond, VA 23230

This event is SHRM credit approved!

Lunch will be provided. Seating is limited, so please RSVP by Friday, January 31st.

We look forward to helping you navigate the fiduciary challenges with clarity and confidence.

As we approach 2025, ensuring your retirement plan is optimized for both compliance and participant satisfaction has never been more essential. This in-depth session is tailored specifically for plan sponsors looking to strengthen their plan’s foundation. Join Natalie as she explores the key elements of fee analysis, equipping you to understand if your plan’s fees truly serve the best interests of participants. Additionally, we’ll cover how your advisor can conduct a comprehensive fee benchmarking process, providing you with a clear, actionable report to assess and discuss together. With a focus on transparency and value, this session will empower you to make informed decisions that align with fiduciary responsibilities and participant needs. Don’t miss out on this opportunity to elevate your plan as we head into 2025!

Join us for an informative webinar addressing the election and what the results mean for investors featuring Mike W. Arone, CFA, Chief Investment Strategist at State Street.

Join us for an exciting and comprehensive coverage of the pivotal court cases that are shaping the future of fiduciary and ESG regulations. We'll also get into the new required minimum distribution regulations and provide insights into the latest legislative activities from Congress. Additionally, we'll bring you up to speed on the latest provisions of SECURE Act 2.0. This is an essential update for anyone involved in retirement planning and fiduciary responsibilities, packed with crucial information and expert analysis. Don't miss out on this opportunity to stay informed and ahead of the curve.

Earn HRCI and SHRM CE credits. This session is pre-approved!

This is a unique opportunity to talk to someone who actually helps remediate companies that lived through a cyber-attack.

Cybersecurity threats are more prevalent than ever, making it essential to protect your personal and business information. We invite you to join our upcoming webinar, "How to Not Get Hacked: The 5 Security Safeguards That Actually Matter," where we'll provide you with actionable insights to enhance your security protocols.

Webinar Details:

- Who: Bryant Harrison (founder of Seventh Wall)*

- Date: Tuesday, September 17th

- Time: Noon ET

* Bryant works with business clients to protect their companies, as well as with insurance firms to remediate businesses that have been hacked and ransomed.

What You'll Learn:

 Of the hundreds of security safeguards that can be put in place, there are actually only 5 that REALLY matter.  These safeguards were identified by global remediation experts and are referred by the industry as "The Big 5".

- You will learn what "The Big 5" are and how to get them.

- You will learn about real companies that Bryant and his team remediated and see the how the big 5 would have saved them.

Why Attend?

- Gain practical knowledge from cybersecurity experts.

- Learn to implement essential safeguards to protect your data.

- Learn how to appropriately allocate your security budget.

- Get your questions answered during our live Q&A session.

Join Ashwood Financial Partners and City National Rochdale on Thursday, August 22nd, at 12:00 PM ET for a special election & economic update with Managing Director, Senior Economist, Senior Portfolio Manager, Paul Single, and Eastern Divisional Managing Director, Senior Investment Consultant, Ted Cox, CFA, CFP®, CPWA®, CEPA® of City National Rochdale.

Listen in as Paul discusses the latest developments and insights on how the markets are reacting to current events, the latest economic trends and what those could mean for investors. In this webinar, Paul will deep dive into the interconnectedness of politics and economics and will touch upon how election outcomes may impact economic policies, market trends and investment opportunities.

This will be an open discussion, so we welcome you to ask questions and share your comments!

REGISTER HERE

We are excited to invite you to an exclusive happy hour event where we will be discussing the intricacies and benefits of 457(b) plans. This is a fantastic opportunity to learn more about this unique retirement savings option and how it can be effectively utilized in your financial planning strategy.

During the event, our expert advisors will cover topics such as:

• Understanding the key features and benefits of 457(b) plans

• Differences between 457(b) plans and other retirement savings options

• Strategies for maximizing your contributions and potential tax advantages

• How 457(b) plans can complement your overall retirement plan

We will also have a Q&A session, so feel free to bring any questions you may have. Enjoy light refreshments and beverages as you network with fellow attendees and gain valuable insights into optimizing your retirement savings.

Navigating Medicare can be complex and overwhelming. Join us for an webinar designed to demystify Medicare and provide you with the knowledge and tools to make confident healthcare decisions. Whether you're approaching 65, currently on Medicare, or helping a loved one with their healthcare choices, this session is for you!

Why You Should Attend:

- Comprehensive Understanding: Get a clear, concise breakdown of who is eligible for Medicare and the various coverage options available.
- Maximize Your Benefits: Learn how to choose between Original Medicare, Medicare Advantage, and Supplement Insurance to ensure you receive the best coverage for your needs.
- Avoid Costly Mistakes: Understand key enrollment periods and avoid penalties for late enrollment.
- Expert Insights: Gain valuable knowledge from an experienced financial advisor who will guide you through each aspect of Medicare.
- Personalized Q&A: Have your specific questions answered during the live Q&A session, ensuring you leave with the information you need.

Key Takeaways:

- Eligibility: Know who qualifies for Medicare and when.
- Coverage Options: Explore the differences between Original Medicare, Prescription Drug Plans, Medicare Advantage Plans, and Supplement Insurance.
- Enrollment Periods: Learn about critical enrollment periods and how to avoid penalties.
- Next Steps: Receive a step-by-step guide on what to do next, from researching options to enrolling in the right plan.

Are you a plan sponsor or fiduciary concerned about the rising number of lawsuits and the evolving landscape of fiduciary responsibilities? Don't miss our upcoming webinar where we delve into the latest generation of fiduciary failures and provide actionable insights to protect your organization.


Agenda Highlights:
- Evolution of Retirement Plan Lawsuits: Understand how class action lawsuits have evolved since 2006, targeting large 401(k) plans and the resulting settlements.
- Emerging Themes: Learn about common issues such as excessive fees, improper investments, and cybersecurity breaches impacting plans of all sizes.
- Best Practices for Plan Sponsors: Discover practical steps to mitigate risks, including prudent fee management, effective use of Investment Policy Statements (IPS), and the importance of cybersecurity.

Why Attend?
- Gain insights from recent high-profile fiduciary failure cases.
- Learn best practices to ensure your fiduciary responsibilities are met.
- Protect your organization from potential lawsuits and financial losses.

Credits Available:
- SHRM
- HRCI
- CPA CPE


Ensure your spot in this essential webinar to stay ahead of fiduciary challenges and safeguard your retirement plans. We look forward to your participation!

Details/Description: We will address steps that you can take now to plan for your future and answer the following questions:

• What are your Medicare options? Part A, Part B, Part C, Part D, and Medigap

• How does your income impact your premiums?

• What do you need to know about Medicare and working beyond age 65?

• What questions should you ask when considering healthcare plans?

• How can you group your sources of income to plan for and pay for these expenses?

• What are the key dates for Medicare that you need to know?