SDWMA Named One of the Nation’s Top DC Advisor Firms in 2022 by NAPA
Learn more about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2022 by the National Association of Plan Advisors for the third consecutive year.
Questions Regarding Cash Management in the Current Market Environment
Learn more about the recent takeover of two regional banks by the FDIC and how regional banks are addressing Cash Management in the current market environment.
DOE Significantly Expands Definition of Third-Party Servicer in New Guidance to Higher Education Institutions
Learn more about the Department of Education recently expanding the definition of Third-Party Servicer in relation to the Title IV of the Higher Education Act of 1965.
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Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization. Feel free to sign up for one or all of the sessions via the link below. Once registered, you will receive an individual login link for each session.
Tuesday, December 5, 2023 | 9:00 AM | Tax Update (3 CPE Hours)
Thursday, December 7, 2023 | 1:00 PM | Consulting, Technology and Advisory
(3 CPE Hours)
Tuesday, December 12, 2023 | 9:00 AM | Audit Update (2.5 CPE Hours)
Thursday, December 14, 2023 | 1:00 PM | Wealth Management and Retirement Planning Matters (3 CPE Hours)