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As a Multiemployer funds strategist, Traci helps guide investment management firms pursuing client development with multiemployer pension funds. Traci fully understands the nuances of the multiemployer fund sales cycle and will partner with your firm to guide a Taft-Hartley pension fund sales strategy. Traci will continue to watch the defined benefit and contribution landscape for new or untapped business opportunities and answers as a strategic thinker.

MULTIEMPLOYER STRATEGY BLUEPRINT

The Multiemployer Strategy Blueprint is a comprehensive guide designed to assist investment management firms in effectively expanding their client base by targeting multiemployer pension funds. market.

UNLOCKING YOUR FINANCIAL WELL BEING COURSE

The course "Unlocking Financial Well-Being" aims to address the financial fragility experienced by many working adults and help them improve their financial situation.

ONE-ON-ONE YNAB BUDGET COACHING

Discover the full potential of You Need A Budget (YNAB) with our personalized guidance. YNAB is not just a tool—it's a mindset and an organizational system that cultivates a profound connection to your money.

FINANCIAL LITERACY SEMINARS

(virtual or in-person)

Taking the essentials from our five-week course, we have created a 2-hour intensive that addresses the financial fragility experienced by many working adults and helps them improve their financial situation.

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