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BPCON2026 Orlando

October 2 - 4 Early Bird tickets are now ON SALE. Purchase your tickets today and save $100!

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BPCON2026 Orlando

October 2 - 4 Early Bird tickets are now ON SALE. Purchase your tickets today and save $100!

Get tickets

Despite a bad economy....

Tuesday, March 31

Southern California is growing – and that’s not likely to stop!  I wanted to share some of the latest numbers from the Southern California Association of Governments to illustrate the growth in Southern California and Lancaster – the city with the largest percentage of growth in Los Angeles Count...


Rollover process

Monday, March 23

e. aspx?id=269490The Rollover Process When it comes to rollovers, there is a lot of confusion over just what you can and can't do. Here are some guidelines.If you want to roll over a company retirement plan to a traditional IRA, you'll need to contact your company's human resource department to ...


The Roll Over Process

Monday, March 23

e. aspx?id=269490The Rollover Process When it comes to rollovers, there is a lot of confusion over just what you can and can't do. Here are some guidelines.If you want to roll over a company retirement plan to a traditional IRA, you'll need to contact your company's human resource department to ...