Category: In the News

The Five Most Common Questions Asked by Law Firm Partners Approaching Retirement

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.

By |2020-02-12T22:02:57+00:00February 12th, 2020|In the News, Webinars|Comments Off on The Five Most Common Questions Asked by Law Firm Partners Approaching Retirement

Financial Planning for Accounting Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.

By |2019-12-05T18:30:13+00:00November 11th, 2019|In the News, Webinars|Comments Off on Financial Planning for Accounting Firm Partners

Financial Planning for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.

By |2019-12-05T18:39:46+00:00October 16th, 2019|In the News, Webinars|Comments Off on Financial Planning for Law Firm Partners

New York Passes Best Interest Regs for Life Insurance

The financial services industry is attempting to move away from harmful sales practices toward more customer-friendly standards. Much has been written about the Securities and Exchange Commission's Regulation Best Interest adopted in June 2019 that governs the sale of investments. [...]

By |2019-09-18T21:38:21+00:00September 18th, 2019|In the News|Comments Off on New York Passes Best Interest Regs for Life Insurance