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.
SDWMA Named One of the Nation’s Top DC Advisor Teams in 2021 by NAPA
Learn about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2021 by the National Association of Plan Advisors for the second consecutive year.
DOL Releases Cautionary Guidance on Crypto in Retirement Plans
Learn more about the Department of Labor's recent cautionary guidance on adding cryptocurrency to a 401(k) plan's investment menu for plan participants.
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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)