Budgeting & Retirement
Tips & Tools Workshop
Unlocking Financial Well-Being
We guide you through planning and implementing a simple monthly budgeting and retirement strategy to achieve your dream lifestyle now and in the future without confusion and overwhelm.
Are you ready to take control of your finances?
Multiemployer Pension Fund Strategies for Investment Firms
Rise with us.
We help bridge and build meaningful long-term business relationships with you and multiemployer pension fund clients to achieve your firm's business growth goals.
Is your investment firm ready to raise assets from multiemployer benefit funds?
WHO WE ARE
We are multiemployer pension fund advocates. In addition, we believe that financial wellness should be accessible to everyone and we aim to bridge the gap by providing practical advice.
Traci Dority-Shanklin is an experienced investment fund strategist with a strong focus on delivering innovative concepts and products to institutional investment managers and benefit funds.
WHAT WE DO
Our team has a wealth of expertise in business development, entertainment production, client relationship management, strategic partnerships, and years of experience in the financial industry.
We help identify investment strategies and specific investment managers that can benefit multiemployer pension plans.
We educate investment managers on the Taft-Hartley asset-gathering process, allowing your C-Suite to make confident and strategic internal business decisions based on the viability of this segment launch.