Monthly Archives: June 2018

Qualified Plans 3: Retirement Planning for Women

Women face unique challenges in the workplace which can translate to unique challenges in retirement planning. Paul Stang joins us for a third installment of the BREW covering some of the differences that matter when helping women plan for retirement. … Continue reading

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Qualified Plans 2: Plan Design

When helping clients with their retirements plans there are multiple steps to consider. In this edition of the BREW, Paul Stang shares his insight regarding plan design. Want to learn more? We’re happy to make an introduction.

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Qualified Plans part one: Choice of Plan

Part one of three: Choice of Plans Special Guest: Paul Stang  

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LFG’s Optiblend

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