FINANCIAL + EDUCATIONAL RESOURCES
IMA WEALTH QUARTERLY PUBLICATIONS
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The Fiduciary
A guide designed to provide insights on a wide variety of financial topics
Read Latest Edition of The Fiduciary -
Market Perspective
In-depth market commentary from Justin Kittle, IMA Wealth Portfolio Manager
Read Latest Edition of Market Perspective -
Industry Insights
Stay in the know about legal and regulatory updates for each quarter
Read Latest Edition of Industry Insights
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