Membership related news

Mid-year financial self-care check-in: A moment for you

Membership news items

You likely check this regularly for clients. But have you checked your own this year? Are you on track to capture your full employer match? Are you maximizing contributions if that’s a goal for you? The contribution limit for 2025 is $23,000 ($30,500 if you are age 50 or older).

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Member tip: Generative artificial intelligence in education: Opportunities and challenges

Membership news items

The rapid advancement of Generative Artificial Intelligence (GenAI) presents both significant opportunities for enhancing educational experiences and important challenges related to maintaining academic integrity. As this technology reshapes how we learn and work, educational institutions must adapt to prepare students for an AI-driven future.

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Meet a Member - Barbara Morrison

Membership news items

Meet Barbara Morrison, Founder and President at TMC Financing

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Meet a Member Monday: Kristina Keck

Membership news items

Meet Kristina Keck, practice leader for the Retirement Plan team at Woodruff Sawyer

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Meet a Member Monday: Sandra Wasicek

Membership news items

Meet Sandra Wasicek. She is the co-founder of Zorro Wealth, a Wealthtech startup dedicated to empowering female investors and promoting equity in the financial market.

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