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Category: Financial Management

Government Benefit Programs Update Webinar

Government Benefit Programs Update Webinar

A workshop with a topic that is always popular at industry events is coming to the CBS Fall Webinar Series. Government Benefit Programs Update—2020-2021, conducted by Constance Neeson, Director, Benefit Eligibility Management at BMT, a division of Christian Brothers Services, will be held Thursday, Nov. 5, at 1 p.m. CT. This important webinar will cover the latest updated information regarding the various available benefit programs. The presentation will include the latest changes in government benefit programs for 2020, with a…

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Getting to Know BMT

Getting to Know BMT

Brenner, McDonagh & Tortolani, Inc., (BMT) Management and Financial Services, has brought a wealth of services to Christian Brothers Services’ (CBS) members since becoming an independent division of the company in 2017. CBS and BMT share a synergy that allows BMT to thrive as a team in advancing the missions of the faith-based organizations it has always served, while also allowing CBS to offer its members BMT’s premier consulting services. For religious institutes in need of assistance with the management…

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Teach Your Employees a Financial Magic Trick

Teach Your Employees a Financial Magic Trick

I was always fascinated with magic tricks. I could never figure out how the trick was performed, even when the magician revealed the secret. However, there is a financial trick that everyone can learn, and there are no secrets or magic involved. I will show you how an employee can have $1,029 deposited into their 403(b) account for only a $261 net after tax contribution, using the Savers Credit. The Savers Credit is a dollar for dollar tax credit, provided…

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