4 min read
Education Savings and Income Shifting
A lot of families approach college savings the same way they approach retirement planning in their early years: they...
Janet is a Senior Administrative Specialist with SSB. She provides administrative support and performs administrative duties, including processing client financial statements, business valuations and other client documents for final presentation. Janet oversees the maintenance and retention of electronic and physical client documents.
4 min read
Jun 12, 2026
A lot of families approach college savings the same way they approach retirement planning in their early years: they...
5 min read
Jun 6, 2026
When approaching a major junction in a company's life cycle—such as implementing a succession plan or selling the...