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Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

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.

Retirement Plan for Businesses

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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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Retirement

    April 02, 2025

    What to Know About Inherited Retirement Accounts

    Need clarity on the rules for passing down your individual retirement account to heirs? In this webinar, we break down the complex rules beneficiaries must follow when inheriting an IRA.

    Watch the video

  • Retirement

    June 17, 2024

    Are You Ready to Retire? 4 Questions to Consider

    Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.

    Read the article

  • Estate & Trust

    June 04, 2024

    What You Need to Know When Inheriting an IRA

    In this session, Chief Planning Officer Jeffrey Levine discusses what IRA owners and their beneficiaries should know when transferring accounts to heirs.

    Watch the video

  • Retirement

    May 22, 2024

    7 Critical IRA Errors to Avoid

    Chief Planning Officer Jeffrey Levine shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.

    Watch the video

  • Past Events

    April 19, 2024

    Focus Connects Quarterly Webinar: April 2024

    Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.

    Watch the video

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