NEW* SBN Member Benefit Alert! Are you aware that all organizations can have a responsible retirement plan solution? If you are a value driven, mission-based company we want to share some exciting news.
As an SBN member you now have access to professionals and a platform that can align your retirement dollars with your mission. Even if you already have a plan, read on because you are offered a complimentary review of your current retirement plan!
SBN has partnered with *John Gregorio, CFP® of Capital Management Partners, LLC and Rob Thomas of Social K (both current SBNMA members) to offer a comprehensive, top of the line 401(k)/403(b)/IRA plan that speaks to the values of each person we serve.
What makes it different… like-minded values and service! Like SBN, they focus on cultivating relationships and offer highly responsive service with an administration-made-easy system.
Register below for a free Q&A webinar session to answer any questions about this new member benefit.
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