Cash Balance Plans | What should advisors know?
If you have any questions regarding the content of this webinar view our Q&A section below or reach out to Wendy Frame or Jeremy Palm. Q: If... Read More
We’d like to take a moment…
We look forward to creating an amazing future together in 2018.
3 Qualified Retirement Plan Ideas for Business Owners
The New Year is just around the corner. This is the time of year when business owners have a better sense of... Read More
Lurie ShareFile Client Portal Tutorial
This video covers a few topics including: managing your folder, uploading documents, verifying portal access and granting user access.
Stacie Usem Receives the Women’s Health Leadership TRUST Jean Harris Award
Lurie partner, Stacie Usem, is the recipient of the 2017 Jean Harris Award from the Women’s Health Leadership TRUST during their annual... Read More
Don’t Overlook These Four Tax Breaks
Watch Video Many Minnesotans are busy getting their information together to file your taxes. Tax professionals say the goal is to pay... Read More
2016 Holiday Video – “Your Next Generation”
We’ve had a memorable year. As we look to 2017 and the future, we’re confident our ‘next generation’ will be ready. Know... Read More
Is it time to review your business entity structure?
The first major decision in the life of many business ventures is what kind of entity structure to use. In order to... Read More