2020 December Healthcare Coding Workshop

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Watch On Demand: Kassouf Wealth Advisors and Dimensional Fund Advisors – Market Response to Coronavirus and Elections.

A Vice President at Dimensional Fund Advisors, Apollo is often referred to as the “Secretary of Explaining Stuff,” and it’s for good reason. With the White House and U.S. Department of State as former clients, he excels at distilling his experience and expertise into lessons we can all understand.

Michelle Pike shares retirement tips

Michelle Pike shares retirement tips

Principal and Financial Planner Michelle Pike shared her expertise on planning for retirement with the Birmingham Business Journal. A CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner®, Michelle has over 20 years ... Read More
Provider Relief Fund Reporting Portal now open

Provider Relief Fund Reporting Portal now open

The Provider Relief Fund Reporting Portal opened July 1, and the reporting deadline is rapidly approaching. Now is the time to determine if you’re affected and create a reporting plan ... Read More
Safe Harbor 401(k) Plan Deadline Approaching

Safe Harbor 401(k) Plan Deadline Approaching

A safe harbor 401(k) plan includes an employer match, which will eliminate many of the plan’s annual compliance tests. By including a safe harbor provision in a 401(k) plan, highly ... Read More