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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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June 25th, 2026 11:00am CT

June 25th, 2026 | 11:00am CT

Virtual

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Understanding Trump Accounts

Trump Accounts are a new tax-advantaged savings vehicle designed to give children a head start on retirement savings. With features like a potential $1,000 federal seed deposit and individual, employer, and non-profit contributions, these accounts are generating a lot of attention. But they also come with rules, limitations, and open questions that the headlines don't always cover.

Join Jeff Levine, Chief Planning Officer at Focus Partners, as he breaks down how Trump Accounts work, who qualifies, what you can and can't do with them, how they stack up against options like 529s and UTMAs, and what to watch for as regulations continue to take shape.

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Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™

    Chief Planning Officer

    Learn More About Jeffrey

    Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

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