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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Shannon Gohr, Senior Retirement Services Associate, began her career in 2018 and brings over five years of experience in the financial industry to her role. With a background in investment services, she specializes in supporting 401(k) plan participants and advisors, helping them make informed financial decisions.
Focusing on retirement plan services, Shannon helps participants navigate their investment options and plan for their futures. She values the opportunity to answer questions and guide people through their retirement planning journey, ensuring they understand the steps toward financial security.
Shannon lives in Omaha, NE, with her spouse Karyn and their pets, Sarge, and Bryzzo. A dedicated Cubs fan, she shares her family's passion for Chicago baseball.