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Prepare Your Nonprofit for 2026: The Trends That Will Impact Your Mission and How to Navigate Them

Nonprofit trends are reshaping funding strategies, workforce stability, and accountability expectations. In this 30-minute webinar, gain practical insights to help your organization navigate 2026 with clarity and confidence.

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How much money do I need to retire at 50? 

Retiring at 50 is possible with the right strategy. Learn how spending, withdrawal rates, bridge income, investments, and tax-efficient planning help determine how much money you need to retire early while maintaining your ideal lifestyle.

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Building investor confidence through third-party attestations 

Independent third-party attestations strengthen investor confidence by validating internal controls, reducing risk, and enhancing transparency. Learn how audits, SOC reports, and other assurance services can improve trust, differentiate your organization, and support strategic growth.

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Traditional IRA vs Roth IRA: Which route is right for your retirement savings? 

Choosing between a Traditional IRA vs Roth IRA is crucial for high earners navigating tax phase-outs and long-term wealth goals. This guide breaks down how each IRA works and offers strategic insights to build a tax-efficient retirement plan.

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How much money do I need to retire at 40?  

Retiring at 40 takes strategic planning, especially for high earners. Learn how much you may need, what costs to consider, and how tax-efficient strategies can support early financial independence.

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SEC’s Innovation Exemption for Crypto: What This Regulatory Shift Means for Your Business 

The SEC’s innovation exemption for crypto could reshape how businesses engage with digital assets and blockchain technology. This article explores what Project Crypto means for compliance, strategy, and planning ahead for 2026.

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Why Strong Governance Matters for Your Family Office 

Strong family office governance is essential to protecting wealth and family harmony across generations. Without clear decision-making structures, communication channels, and succession planning, even well-managed family offices face conflict and financial risk. Learn how to build a governance framework that brings clarity, alignment, and long-term sustainability to your family’s financial future.

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California’s Unclaimed Property Voluntary Compliance Push: What You Need to Know Before Year-End 

California is ramping up enforcement of unclaimed property laws, targeting thousands of businesses with outreach letters. Learn what companies must do now to reduce risk, avoid steep interest penalties, and benefit from California’s Voluntary Compliance Program.

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2026 Nonprofit Sector Outlook 

The 2026 Nonprofit Sector Outlook reveals the biggest challenges and opportunities nonprofits must prepare for. From funding volatility and workforce burnout to digital transformation, DEI compliance shifts, and rising transparency expectations. Discover the five trends defining the road ahead and how proactive strategies can help organizations strengthen financial health, retain talent, and drive deeper mission impact in a rapidly evolving environment.

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