Certifications: CFP®
Insights
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Understanding Fees on Qualified Retirement Plans
When it comes to paying fees to the professionals who help administer a company’s qualified plan, there are different options available to the plan trustees. Each method impacts the plan and its participants, and it is important for plan sponsors to understand their options so that they can make an informed decision. Professionals who are…
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What is a 401k Investment Fiduciary?
There are many different types of fiduciaries in the business world, and all of them are accountable to their clients in different ways. When it comes to qualified plans, such as a 401k, there are several professionals who are serving the plan in a fiduciary status. Several examples of those fiduciaries are record keeper, third…
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Events
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Past EventVinos at the Plaza 2024
We are delighted to host the sixth annual Vinos at The Plaza Wine Auction. Enjoy an unforgettable evening of exceptional wines, gourmet dining, and lively entertainment—all in support of the Coral Gables Community Foundation’s scholarship and grant-making programs. We are honored to have Mayor Vince Lago and Olga Mari Lago serve as honorary chairs for…
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Past EventVinos at the Plaza 2023
We were delighted to host the fifth annual Vinos at The Plaza Wine Auction. This year’s event was an unforgettable evening of exceptional wines, gourmet dining, and lively entertainment, all in support of the Coral Gables Community Foundation’s scholarship and grant-making programs. We were honored to have Mayor Vince Lago and Olga Mari Lago serve…
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Past EventWine Auction 2022
We were thrilled to host the second annual Vinos at the Venetian Wine Auction. This year’s gathering was a memorable evening featuring exquisite wines, delectable dining, and vibrant entertainment, all aimed at supporting the Coral Gables Community Foundation’s scholarship and grant-making programs. Date: Friday, September 23rd 2022 Location: Venetian Pool Address: 2701 De Soto Boulevard,…
