Press Archives

Q2 2023 Employee Newsletter: Retirement Savings And Milestones

Your financial needs will vary depending upon where you are in life. The goals you set should reflect your lifestyle. Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2023/04/Employee_Newsletter-_Retirement_Savings_Milestones.pdf

Secure Act 2.0

https://yoursummit.com/wp-content/uploads/2023/01/SECURE-2.0-Overview.pdf With over 92 different retirement plan provisions, it’s a lot to unpack – but we did it! This new legislation has the potential to help you and your employees not only save more for retirement, but increase financial security and decrease debt. Here’s a helpful summary of the SECURE Act 2.0 and the implications […]

Corporate Headquarters
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240

Quick Links

Legal Links

Securities and investment advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.