Join Herb Casey to determine your next path and how to create an action plan. Transitioning to Retirement Branding/marketing yourself in retirement Exploring relocation in retirement Determining your retirement readiness using a checklist

Small businesses often lack the financial resources to staff their accounting departments with the expertise necessary to fuel strategic growth. Companies need a unique skillset to achieve and maintain accounting compliance in government contracts and many local CPAs lack this expertise. That's where outsourced accounting and automated bookkeeping comes into play, especially for government contractors. Working with a firm that can configure th...

Effective budgets lead to accurate provisional billing rates that ensure total cost recovery and maximize net operating profit. In short, they provide financial guidelines, help identify and capture all costs, provide targets and goals, and plan for profitability and success. It's an important and time-consuming chore. That's why many government contractors find the task of completing a budget to be overwhelming. But it doesn't have to be. If...

This webinar will cover the basics of Roth IRA vs. Traditional IRA. Join John Jilek, CFP® as he presents: Potential and actual tax law changes that may affect your decisions The decision to not have some Roth money available in retirement could be a significant issue Impact of Secure Act on beneficiaries of retirement accounts

Effective budgets lead to accurate provisional billing rates that ensure total cost recovery and maximize net operating profit. In short, they provide financial guidelines, help identify and capture all costs, provide targets and goals, and plan for profitability and success. It's an important and time-consuming chore. That's why many government contractors find the task of completing a budget to be overwhelming. But it doesn't have to be. If...

Across all levels of government, agencies are incorporating algorithms into their decisionmaking. In the public sector, algorithmic tools may be used to optimize service delivery or inspection routes, perform risk assessments for clients or assets, or automate operational processes, among many other possible tasks.As the use of public-sector algorithmic tools becomes more commonplace, frameworks are needed to safeguard individuals’ data...

As an accountant presenting financial information to non-accountants, it's important to take the approach that some of the accounting jargon you typically use around your peers may not be as easily received by a non-accountant audience. Show non-accountants that you're more than a "bean counter", that you truly are a strategic partner in the business by tailoring your presentation in an easily digestible format. Present information that is rel...

This webinar will cover factors that individuals need to consider for Medicare enrollment including age, employment status and present health coverage. Join Maureen Wilkin, Federal Benefits Specialist at NITP, as she presents: The Medicare Program: Parts A – D Enrollment Factors to Consider Opportunities to Enroll Cost of Medicare Coordination with Other Health Insurance Coordination with TRICARE

Presented By: Karen Schaeffer, Certified Financial Planner® Professional About the webinar In honor of Financial Literacy Month, these are the top 5 things financial planners want everyone to know: How to manage and analyze your cash flow. The appropriate use of debt. Managing risk (purchasing power risk, investment risk, and risk that can be managed through insurance) The influence of emotions on money decisions. The miracle of compound i...

About the webinar Are your estate plans in order? Who is in charge of administering your estate? How will your assets be distributed? Who will care for your minor children? Do you want to be buried or cremated? Join Lindsey Sarowitz, Esquire, as she provides insight into these questions and a basic overview of the following: Why people fail to plan Last Will and Testament Advance Medical Directive Powers of Attorney What is probate and how to...