OpenArc Corporate Advisory

For some elite college athletes, NIL and revenue-share income begins flowing years before many of their peers have even started thinking about financial planning. The opportunities are significant, and the decisions come quickly.

In InvestmentNews, OpenArc's Brittany Hartnett, Principal Partner & Chief Growth Officer, shares how she helped a college freshman navigate the financial implications of an agent agreement, LLC formation, tax planning, and investing, all at once.

Read More: https://www.investmentnews.com/practice-management/financial-life-of-modern-athlete/268048

How do you prepare the next generation of advisors for success in an industry facing talent and retention challenges?

OpenArc's Kevin Higginbotham and Trip Farren will tackle that question on the PCH Stage at Future Proof. They'll share how the firm's unique advisor training program is helping recruit, develop, and prepare emerging talent for client-facing success at a pivotal moment for the wealth management profession.

Behind every IVF treatment, adoption, or surrogacy journey is a story filled with hope, uncertainty, and important financial decisions.

Drawing on years of experience helping clients plan for the financial complexities of family-building, Ashley Abate, VP & Wealth Management Advisor at OpenArc, shares insights on the trust, planning, and tradeoffs that help people move forward with confidence.

Read more: https://www.openarccorporate.com/spotlight/blog/many-roads-one-goal-the-financial-and-emotional-realities-of-building-a-family/

What is an Estate Plan? And why does it matter? Join the OpenArc Women's Affinity Group for a special seminar presented with Atlanta Wills + Trusts Law Group.

Estate planning is about more than paperwork — it's about protecting your wishes, your loved ones, and the assets you've worked hard to build. OpenArc and Attorney Amy M. Refeca will walk through wills, trusts, powers of attorney, healthcare directives, and other key considerations to help you plan with confidence.

Register now: https://openarccorporate.zoom.us/webinar/register/WN_gybVX3fPRIyyUW4AtwX8SA

Tune in WEDNESDAY at 1 PM EST!

Balancing a career, raising kids, and planning for their financial future all at once? You're not alone.

Join OpenArc Corporate Advisory for a candid panel discussion on navigating work-life boundaries, planning for the real costs of raising a family, and helping the next generation build smart money habits.

Walk away with practical insights for your family's financial priorities today and down the road.

🔗 Register now: https://myemail.constantcontact.com/You-re-Invited--Work--Kids-and-Money.html?soid=1142268567645&aid=0GzaMQkxrww

Curious whether a 530A/Trump Account might fit into your family's plan alongside 529s and other savings strategies? We break down eligibility, contribution limits, tax treatment, and more in our latest blog. Read Now: https://www.openarccorporate.com/spotlight/blog/key-features-of-530a-accounts/

Plan sponsors are being asked to evaluate providers across every corner of their benefits program. As record keeping and advice services concentrate among fewer large providers, having an independent voice in that process matters more than ever.

We're proud to announce that OpenArc Corporate Advisory has expanded its institutional consulting platform to include independent provider search covering retirement, deferred compensation, equity compensation, and HSAs.

Chad Pigg Fife, Principal Partner, Institutional Consulting and Corporate Business Development, said it best: "Whether a sponsor is reviewing a single plan or undertaking a broader evaluation of multiple benefit programs, OpenArc serves as the independent fiduciary partner in the room, helping organizations navigate provider complexity, make informed decisions, and fulfill their fiduciary responsibilities."

Read more via AdvisorHub: https://bit.ly/4gssH66

OpenArc Corporate Advisory's expanded institutional consulting platform was featured in InvestmentNews.

The coverage highlights OpenArc's move to add independent provider search across retirement, deferred compensation, equity compensation, and HSAs — building on its existing role as an investment fiduciary for corporate plan sponsors.

Read the full coverage: https://www.investmentnews.com/ria-news/openarc-corporate-advisory-broadens-fiduciary-reach-into-workplace-benefits-search/267772