EBRI Webinar: The Impact of the SECURE Act on Retirement Income Adequacy

I attended the EBRI Webinar: The Impact of the SECURE Act on Retirement Income Adequacy on Tuesday, March 17th 2020.   Details: A new EBRI study finds that key provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) could reduce the $3.83 trillion retirement savings shortfall by $115 billion […]

RCH Blog Graphics for July 2019

I designed and created the “From The Top” graphic used on the Retirement Clearinghouse website’s blog, Consolidation Corner for articles written by Spencer Williams, President and CEO of Retirement Clearinghouse. Although I created this previously, here is the latest article it’s been used in titled, An Important Milestone: The DOL Issues Final Prohibited Transaction Exemption […]

Canva for Business

I attended the Mecklenburg Main Library’s course for adults, titled, “Canva for Business” lead by instructor, De’Trice J. Fox on Monday, July 15th 2019.   De’Trice J. Fox, MBA, MS, MLIS Librarian: Adult Services Charlotte Mecklenburg Library Main Library: Job Help Center 310 North Tryon St. 704.416.0500 (main) 704.416.0502 (direct) dfox@cmlibrary.org cmlibrary.org    

PLANSPONSOR Webinar: Getting the Most Out of Retirement Plan Solutions

I attended the PLANSPONSOR webinar, Getting the Most Out of Retirement Plan Solutions, held on Tuesday, June 18th 2019. Getting the Most Out of Retirement Plan Solutions June 18, 2019 02:00 PM EDT In the universe of retirement options, there are a lot of bright stars—401(k)s, IRAs, Roth 401(k)s, and more. And while each of […]

Salesforce Camp Success Lightning

I attended Salesforce Camp Success Lightening in Charlotte, which focused on getting your team started on Lightening Salesforce (switching from Classic).   Camp Success Lightning- Charlotte WHEN: Monday, June 17, 2019 8:30 AM – 5:00 PM EDT WHERE: AvidXchange Inc. 1210 AvidXchange Lane, Charlotte, NC 28206   Join us for an exclusive one-day event in Charlotte to learn how […]

RCH Blog Graphics for December 2018

I designed and created the “2018 Resolutions” graphic used on the Retirement Clearinghouse website’s blog, Consolidation Corner. The article was posted on Thursday, December 17th 2018 titled, The Most Urgent New Year’s Resolutions for Plan Sponsors, by RCH Founder, President, and CEO Spencer Williams.