EverOak Wealth Co., our Retirement Plan Advisor, has released a new video titled “2023 Economic Update”. This informative six-minute video covers timely topics that you may be hearing about in the news, such as interest rates, consumer confidence, and banking. Our Retirement Plan Advisor Joel Malick has put together this educational resource to keep you informed and help you make the most out of your financial future.
Council 2023
If you’re attending Council 2023, don’t forget to visit the Alliance Benefits booth to meet Joel in person and pick up a signed copy of his latest book, “Afterwork”at one of his book signing sessions. In addition to learning about the ten essential principles for a rewarding and meaningful retirement, you’ll also have the opportunity to get expert advice on your 403(b) questions. This is a unique chance to jumpstart your journey towards a happier and more fruitful retirement. Register now, and don’t delay!
We can’t wait to see you there!
EverOak Wealth Co. is always available to provide guidance and answer any questions you may have. Our Retirement Plan Advisors understands that everyone’s financial situation is different, which is why we take a personalized approach to investing. We can work with you to create a tailored investment strategy that aligns with your unique goals. If you’re already enrolled in our retirement plan and need to make changes, our user-friendly Retirement Plan Website is a great resource. You and your church treasurer can manage your account by filling out the How to Make Contribution Change form. This allows you to make contribution changes and access valuable resources at your convenience. If your church isn’t yet participating in our retirement plan, our Forms page includes a New Employer Checklist to help you get started. If you have any procedural or forms questions, please don’t hesitate to call Alliance Benefits at 800-700-2651.
Joel Malick currently maintains the Accredited Investment Fiduciary (AIF®) and Accredited Wealth Management Advisor (AWMA®) designations. Joel and his team at EverOak Wealth Co. recognize that running this race for the long term is one of the greatest challenges you’ll face in your lifetime. Thus, they combine critical planning and investment strategies with real-life perspectives. Their consultation is provided at no additional cost to Alliance 403(b) Retirement Plan participants.
