Latest Stories in "In The News"

First Post-Covid Biz Explosion Conference for Health Industry Leaders by Achieve Systems, Scheduled for June 10th – 11th, 2022

Achieve Systems is a membership program, created by Robert Raymond, to help health professionals grow their businesses. Achieve Biz Explosion Conferences are generally 3-day business building events. The conferences cover everything from strategic relationship days to a number of business building workshops to their big event day where they bring in all-star speakers!

Paul Fokken, Maneuvering 401(k) Plans to Optimize Retirement, Interviewed on Influential Entrepreneurs Podcast

Paul Fokken discusses how individual employees can get help to optimize their own 401(k/403(b)/457/TSP plan by having their account rebalanced every 90 days by a licensed independent investment fiduciary. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-fokken-maneuvering-401k-plans-to-optimize-retirement/  Questions covered in this interview include: What is Personalized Professional Account Management (PPAM)? Explain what […]

Joshua Sherrard, President and CEO of Strategic Navigators, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Mitigation Using Life Insurance as the “Rich Man Roth”

Because the most significant portion of wealth for a business owner is tied up inside the business, Joshua Sherrard discusses his approach to helping his business clients create a savings plan that makes sense for a successful future. In the interview, Joshua discusses his proprietary strategy he calls the Rich Man Roth. Because deferring taxes […]

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