Skip to content
Workplace Savings Group
T:
417.881.2123
Map & Directions
Map & Directions
X
Menu
Home
Our Clients
Our Clients
Corporate Retirement Plans
Endowments & Foundations
Families & Individuals
Services
Services
Our Approach
Corporate Retirement Plan Consulting
Investment Strategies
Portfolio Management
About Us
About Us
Brian Lumley
Regan Henry
Marlee Wood
What Makes Us Different
About Raymond James
Resources
Resources
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Springfield, MO-6MB
3010 E Battlefield St
Springfield, MO 65804-4018
T: 417.881.2123
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Financial Planning
Markets & Investing
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Education
Media
Article
Audio
Infographic
Newsletter
Video
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Read
Estate & Giving
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Read
Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Read
Estate & Giving
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Read
Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Read
Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth ...
Read
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While ...
Read
Estate & Giving
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Read
Estate & Giving
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Read
Family & Lifestyle
Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
View
Estate & Giving
Giving is a family affair
How to inspire charitable values for generations to come.
Read
Estate & Giving
Load more
Load more