Paul McEwan, CPA, MTax, AIFA’s Post

Principal, Retirement Plan Services

5mo

Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

To view or add a comment, sign in

More Relevant Posts

Morgan Roberts

Seeking Accounting Role.
5mo
Report this post
Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

1 Comment
Like Comment
To view or add a comment, sign in
Morgan Helmick, CPA

Principal at Rea & Associates, Inc.
5mo
Report this post
Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/
Like Comment
To view or add a comment, sign in
Paul Weisinger, CPA, ABV, CVA, CEPA

Principal/Segment Leader Valuation and Transaction Services
5mo
Report this post
Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/
Like Comment
To view or add a comment, sign in
Megan Mullaney

Stay at Home Mom
5mo
Report this post
Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/
Like Comment
To view or add a comment, sign in
Becky Weiand

Professional Googler, obsessed with finding the answers.
5mo
Report this post
Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/
Like Comment
To view or add a comment, sign in
Cassidy Collins, SHRM-CP

HR & Talent Acquisition Coordinator @ Rea & Associates, Inc. | SHRM-CP
5mo
Report this post
Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/
Like Comment
To view or add a comment, sign in
Dawn Schuh

Associate with Client Advisory Services at Rea & Associates, Inc.
5mo
Report this post
Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/
Like Comment
To view or add a comment, sign in
Jill Valentine

Practice Growth Specialist at Rea & Associates | Content Writer | Experienced Marketing & Communications Professional | Creative Problem-Solver
5mo
Report this post
Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/
Like Comment
To view or add a comment, sign in
Dustin Sheppard, CPA, CCIFP, MBA

Principal-Tax at Rea & Associates, Inc.
5mo
Report this post
Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/
Like Comment
To view or add a comment, sign in
Annie Yoder, CPA, CFF, CFE

Principal, Family and Entrepreneurial Businesses
5mo
Report this post
Financial advisors: Transform your 401(k) offerings with 'A Brighter Way Group Plan Solution'! Our webinar unpacks this game-changing platform for small plan markets. Discover pooled plan benefits, efficiency boosters, and expert prospecting tips. Elevate your practice and client service - download now! #401kPlanning #FinancialInnovation

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/
Like Comment
To view or add a comment, sign in

1,092 followers

666 Posts

View Profile Connect

Paul McEwan, CPA, MTax, AIFA’s Post

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

More Relevant Posts

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

Introducing a Brighter Way 401k Group Plan Solution

https://www.youtube.com/

Explore topics