IMA WEALTH NEWS + RESOURCES

The latest market information from IMA Wealth

FINANCIAL + EDUCATIONAL RESOURCES

IMA WEALTH QUARTERLY PUBLICATIONS

COFFEE TALK WITH (k)EVIN

Educational Videos

Short videos from Kevin Tessmer on legislative updates, deep-dives on policies and reviews on how all of these affect you and your business.

Topics include:
+ CARES Act
+ Deferred Compensation
+ ESG
+ SECURE Act 1.0
+ SECURE Act 2.0

RETIREMENT TIMES

October 2021
+ Department of Labor Announces new Cybersecurity Guidance
+ Fighting the FOMO of the Financial World
+ Should you add a Self-Directed Brokerage Account to Your Plan?
+ Luke Proctor: Honored as a Wichita Business Journal Top Executive

PARTICIPANT CORNER

October 2021
What is Roth and what does it mean for you?
+ Growth, Tax Savings, Distribution, Considerations

UPCOMING EVENTS