IN THE NEWS

Vice Chair Lisette Cooper is recognized as one of Worth Magazine Groundbreakers 2021: 50 Women Changing the World

02.19.2021

Vice Chair, Lisette Cooper is recognized as a woman changing the world by Worth Magazine Groundbreakers 2021: 50 Women Changing the World. Congratulations Lisette and all the women changing the world.

READ ARTICLE





IN THE NEWS

Listen Now: CIO, Ron Sanchez discusses the future of the economy on Money Life with Chuck Jaffee

02.22.2021

Listen Now: CIO, Ron Sanchez discusses the future of the economy on Money Life with Chuck JaffeeNEXT POST

TRUST & ESTATE PLANNING

Inheriting an IRA: When Should You Take Distributions Under the New Rules?

02.17.2021 Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel

Inheriting an IRA: When Should You Take Distributions Under the New Rules?PREVIOUS POST