Gratke Wealth, LLC is a registered investment adviser in the State of Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses-HR.com Feb. 2013
When: Monday, February 25, 2013 at 12:00 pm (eastern time) 9:00 am (pacific time) Where: Online Session Gratke Wealth will be presenting at HR.com February 25-26 2013 Virtual Conference, Benefits: Cost Containment, Audits and Legal Risks The retirement plan landscape is changing quickly and much of that change is taking place in 2013. Join us [...]
Best Practices for Retirement Plans for Small-Mid size Businesses-SnowSports SIA Trade show Jan. 2013
When: Thursday, January 31, 2013 at 4:30 pm (mountain time) Where: SIA SnowShow Denver Convention Center, Denver, CO The retirement plan landscape is changing quickly and much of that change is taking place in 2013. Join us in a discussion on best practices for retirement plans for small-mid size businesses to learn what [...]
Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans-HR.com Nov. 2012
When: Wednesday, November 7, 2012 at 11:00 am (eastern time) 8:00 am (pacific time) Where: Online Session Gratke Wealth will be presenting at HR.com November 7-8 Virtual Conference, Benefits: Cost Containment, Audits and Execution Virtual Workshop. Half of Americans do have access to a retirement savings plan at their workplace. For those that [...]
A Healthy Retirement Plan means a Healthy Company, Healthy Employees; How they are linked.
Plan Health Parallels; The alignment between healthy retirement outcomes for employees and healthy business outcomes for employers. Did you know that by having healthy employees (financial wellness in the workforce) not only are your employees more productive, but it is proven that their financial wellness actually lowers employer costs within the organization? Please join us [...]
401(k) Fee Disclosure; Develop a Communication Strategy
Understanding New 401(k) Fee Disclosures in 2012; hot to communicate them. Please join us for an on-demand webinar where we help employers understand the 401(k) landscape inside the new world of fee disclosure known as 404 (a) (5). These 401(k) fee disclosures will be shown to your participants beginning August 2012 in a fashion they [...]
401(k) Plan Health & Participant Retirement Readiness
When: Wednesday September 26, 2012, 7:30 AM to 9:00 AM PST Where: Jean Vollum Natural Capital Center (Ecotrust Building) click for directions Topic: The retirement plan landscape is changing quickly, and much of that change is taking place in 2012. Join us in a discussion regarding best practices for retirement plans, where we will discuss [...]
Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses-OIA
When: Thursday, September 20, 2012 at 10:00 am (mountain time) Where: Online Session The retirement plan landscape is changing quickly and much of that change is taking place in 2012. Join us in a discussion on best practices for retirement plans for small-mid size businesses to learn what is required to start and succeed at [...]
Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses-OIA
When: Jul 12, 2012 at 10:00 am (mountain time) Where: Online Session The retirement plan landscape is changing quickly and much of that change is taking place in 2012. Join us in a discussion on best practices for retirement plans for small-mid size businesses to learn what is required to start and succeed at creating [...]