Topics of Discussion: 401k plans, ACH loans, and PEP plans Attendees: Dan Romero, Greg Tobey & Jason Martinez Location: Medii Kitchen Time: 1:15pm Estimated Cost:...
Trump Accounts — officially called 530A accounts — launched July 4, 2026. The headline is simple: money from the government, and increasingly, money from some of the country’s biggest names, going straight into savings accounts for kids. Here’s...
Topics of Discussion: 401k plans, PEP plans and DB plans Attendees: Dan Romero, Jason Martinez Location: Kings Fish House Time: 1:15pm Estimated Cost:...
Topics of Discussion: marketing timing algos Attendees: Dan Romero, Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost:...
Topics of Discussion: Large Cap Value and municipal bonds. Attendees: Dan Romero, Greg Tobey Location: Baran Mediterranean Time: 1:15pm Estimated Cost:...
