Straight from the Source is a monthly virtual program presented as a free benefit for members of HR Source. This edition, originally presented on January 21, 2021 features Mary Lynn Fayoumi, President & CEO of HR Source, speaking with Alison Bettonville, CFA, Principal, Director of Investment Strategy & Research of CAP STRAT.
Their conversation covers timely financial topics for employers including 401k limit increases, annuities, litigation trends, cyber security issues, as well as plan design options for a post-COVID world. No one is more qualified or attuned to the needs of employers than our Premier Provider Partner CAP STRAT, a local fiduciary investment advisory and private wealth management firm.