Retirement and Estate Planning | Media Room

Press Release Oct 30, 2023

Plan for Retirement During Time of Uncertainty

Press Release Oct 26, 2023

TruChoice’s Third Annual 5K Benefits the Gary Sinise Foundation

The virtual event was part of TruChoice’s ongoing commitment to community involvement Read More

Press Release Oct 12, 2023

Aumann Auctions Announces Major Expansion

New facility, technology upgrades and additional staff set the stage for Aumann Auctions' next chapter Read More

Press Release Oct 12, 2023

TruChoice Hosts Second TruWomen Mastermind of the Year

The two-day event offered attendees lively discussions, highly interactive sessions, and relationship-building opportunities Read More

Press Release Oct 10, 2023

TruChoice Hosts Annual Discover Conference

The practice management event featured a keynote address from an industry legend and was almost double the size of the 2022 event Read More

Press Release Sep 25, 2023

Advocacy Trust Announces Opening of New York Office

Advocacy Trust expands to New York offering top-tier trust services. Read More

Press Release Sep 20, 2023

TruChoice Now Offering E&O Insurance for Financial Professionals

The group-sponsored program provides discounted professional liability insurance for TruChoice's contracted financial professionals Read More

Press Release Aug 18, 2023

The Dory Sentry Battery-Powered Solar Generator: Your Ultimate 3-in-1 Power Solution

Clean, Quiet and Safe Solar Generator for Indoor Backup, Portable and Uninterruptible Power Supply Read More

Press Release Jul 19, 2023

Glenmeadow Celebrates Groundbreaking of Phase II Renovations to Independent Retirement Living Community

Glenmeadow, a leading provider of senior retirement lifestyle options, is thrilled to announce the groundbreaking of an exciting new addition to its esteemed Life Plan Community. Read More

Press Release Jun 22, 2023

TruChoice Hosts 2nd Annual Ascend Conference

The practice management event featured a business-building session, adventurous outings, and relationship-building in a beautiful setting Read More

Press Release Jun 21, 2023

The Plan Sponsor University Announces TPSU Plus

A TPSU-Branded Membership Partnership with 401(k) Marketing to Enhance Services for Financial Advisors Read More

Press Release Jun 21, 2023

How to Plan for Retirement Together

Press Release Jun 21, 2023

What to Think About When You're Ready to Update Your Estate Plan

Press Release Jun 13, 2023

Legacy Suite Outlines How New 'Digital Executor' Role Can Avoid Pitfalls in Modern Estate Planning

Developer of digital asset management solution provides streamlined, secure transfer of passwords, cryptocurrency, wills and trusts and more Read More

Press Release May 9, 2023

TruChoice Hosts First TruWomen Mastermind of the Year

The two-day event offered attendees interactive sessions and a look at TruChoice's new women-focused marketing platform Read More

Press Release May 4, 2023

TruChoice Earns Great Place To Work Certification

The prestigious award is based entirely on current employee feedback about their experience working at TruChoice Read More

Press Release May 4, 2023

Legacy Suite is Paving the Secure Way in the Digital Asset Revolution

The fast pace of crypto adoption requires the safeguarding of digital assets. Read More

Press Release Apr 21, 2023

David B. Hurwitz Honored as Best-in-State Wealth Advisor by Forbes

Press Release Apr 13, 2023

Millennium Trust's Auto Portability Functionality Ready for Client Testing in June

Network will be open to clients, other portability networks Read More

Press Release Mar 20, 2023

3 Paths to a Roth IRA for High-Income Earners

Press Release Mar 16, 2023

4 Questions Spouses Should Ask Each Other Before Retirement

Press Release Mar 13, 2023

Aflac: Tips for Talking to Your Family About Life Insurance

Press Release Mar 9, 2023

Total Wealth Planning Expands Ownership Base With Employee Advisor Chris Allen, CFP Joining as Its Newest Shareholder

Press Release Mar 7, 2023

TruChoice to Unveil Exclusive Marketing Platform for Women

The marketing tools are designed especially for women to help enhance their Social Security retirement benefits. Read More

Press Release Dec 15, 2022

What to Do If You're Falling Behind on Vet Bills

Press Release Dec 2, 2022

What to Think About Before Moving to a Retirement Community

Press Release Dec 2, 2022

Thinking of Retiring Abroad?

Press Release Apr 7, 2022

Craig Amling Joins Advocacy Trust

Advocacy Trust announces new trust officer in Nashville office Read More

Press Release Jan 20, 2022

A Step-by-Step Guide to Building an Estate Plan

Press Release Dec 13, 2021

Do You Need an Attorney for Estate Planning?

Press Release Nov 30, 2021

4 Common Estate Planning Mistakes and How to Avoid Them

Press Release Oct 6, 2021

3 Things You Should Know About Estate Planning

Press Release Aug 2, 2021

Solas Wealth Launches Wealth Management Business, Servicing Clients With a Needs-Focused and Relationship-Based Approach

Solas Wealth brings a new flavor of service to the wealth management space, putting the focus where it belongs — a more personal relationship with clients to uncover their goals and grow their portfolio accordingly. Read More

Press Release Jul 14, 2021

As Wine Investments Soar in European Markets, Leading London Wine Investment Firm Expects Rapid Fourth Quarter Expansion in US

OenoGroup projects U.S. market to quadruple in size by year's end and plans for new U.S. headquarters in Miami by 2022 Read More

Press Release May 20, 2021

Leading Wine Investment Firm Expects U.S. Business to Quadruple in Size by End of 2021 and Become Largest Investment Market

OenoGroup sets sights on North American market with plans for new U.S. headquarters in Miami by 2022 Read More

Press Release Apr 21, 2021

Investors Direct More Than $1 Billion to iTrustCapital Crypto IRA Platform

The world's largest crypto retirement account platform has surpassed 1 Billion in assets. Read More

Press Release Mar 6, 2021

Augusta Precious Metals Releases Joe Montana Corporate Ambassador Origin Video

Press Release Dec 21, 2020

NCA Financial Planners Pays Tribute to Hillcrest Hospital Cleveland Clinic Medical Workers

Press Release Dec 12, 2020

Legacy Assurance Plan Now Providing Virtual Estate Planning Appointments, Expanding Free Information Library

Press Release Dec 3, 2020

Legacy of Love Offers Industry-Changing Option for End-of-Life Pre-Planning

Never set foot into a funeral home again: Straightforward pricing online allows grieving families to complete all paperwork in the comfort of their homes. Read More

Press Release Nov 3, 2020

Shariawiz Honored as the Best Innovative Halal Solution at the Halal Expo and Summit 2020

Press Release Oct 6, 2020

LT Trust Launches Innovative Technology for 401k Advisors

Press Release Jun 25, 2020

Toledo, OH - Cleveland Financial Group™ Enhances Its Team With the Addition of Industry Veteran

Press Release Feb 20, 2020

The CEO of Mako Medical Announced That the Company Was Awarded for Its Military Programs.

Mako Medical was selected by the U.S. Department of Labor for building programs around military veterans. Read More

Press Release Feb 12, 2020

Oranj Named to 2020 List of Best Places to Work in Financial Technology

The growing Chicago-based technology provider is recognized for its team-first culture, unique office space, and healthy work/life balance. Read More

Press Release Feb 5, 2020

LT Trust Re-Imagines 401(k) for Small Businesses

Press Release Feb 5, 2020

Oranj Adds New Low-Cost, Liquid Investment Solutions to Its Model Marketplace for Financial Advisors

IDX Advisors join the expanding list of asset managers on the custodian-agnostic platform Read More

Press Release Jan 28, 2020

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Integration gives advisors ability to easily import client data for efficient creation of sustainable retirement plans Read More

Press Release Jan 21, 2020

Carr, Riggs & Ingram, LLC (CRI) Launches The Preferred Legacy Trust Company

New Company Focuses on Offering Comprehensive Trust and Family Office Solutions to Families and Businesses Read More

Press Release Jan 15, 2020

Fidato Wealth Announces Two-Night Retirement Planning Course

CFP Tony D'Amico to Teach Proven Financial Planning Strategies Through Highland Community Education Read More

Press Release Jan 13, 2020

Governor's Glen Memory Care & Assisted Living Community Gives Back to the Community During the Thanksgiving Holiday

This past Thanksgiving (2019), Claudia Murphy and Nancy Green hand-delivered Thanksgiving meal baskets to the community. Read More

Press Release Aug 7, 2019

Discovery Data Launches Retirement Plans Product

Press Release Jul 18, 2019

Waller Tops Tennessee Private Wealth Category in Chambers High Net Worth Guide

Press Release Jul 1, 2019

Carr, Riggs & Ingram, LLC (CRI) Launches CRI TPA Services, LLC

New Company Focuses on Offering Customized Retirement Plan Administration for Small Businesses to Large Enterprises Read More

Press Release Apr 23, 2019

For New Memory Care Manager at Shepherd Living at Savannah Quarters, It's All About Smiles, Safety, Fun and Living Life to the Absolute Fullest

Press Release Apr 23, 2019

Warm, Loving, Funny and Just a Little Bit Sassy: Meet the 'Director of Fun' at CountrySide Lakes

Press Release Apr 22, 2019

Three Mistakes to Avoid With an Estate

Three Best Rated® sits down with two award-winning estate lawyers and an award-winning financial advisor to learn three mistakes everyone should avoid with their estate plan Read More

Press Release Apr 12, 2019

Money Manager Urges More Emphasis on 'Controllables' in Retirement Planning

Press Release Dec 10, 2018

Peter D. Antonoplos Selected to America's Top 100 Attorneys

Antonoplos & Associates Founder Selected To America's Top 100 Attorneys Read More

Press Release Nov 1, 2018

Quest IRA, Inc. Transitions Into Quest Trust Company

Quest Trust Company opened today as a Texas-chartered trust company while maintaining the Quest IRA features Americans have come to expect. Read More