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Deschutes Video Collection 

Check Out Our Collection of Educational Videos 




Secure Act 2.0: What You Need to Know

Changes to Retirement Plans 2023 

Presented by Phil Sherman, CFP®, CPFA®


On December 29, 2022, President Biden signed the Consolidated Appropriations Act, 2023, which included the larger bill, Securing a Strong Retirement Act, commonly referred to as SECURE 2.0. The package of laws follows the Setting Every Community Up for Retirement Enhancement (SECURE) Act which was signed into law at the end of 2019. SECURE 2.0 covers numerous changes to retirement plan provisions designed to bolster retirement savings, improve access to retirement savings, encourage employees to save for retirement, and lower an employer's cost of offering a retirement program. While some provisions are effective today, others will impact programs over the coming years. We expect the IRS will provide much-needed guidance dictating how these provisions and changes will operate over the next few months. We will keep our clients apprised of these changes as we learn more, and provide guidance as needed. Watch this recorded webinar to learn more about some of the relevant retirement plan changes and when they are effective. 





What Is ESG Investing?

ESG Investing: A discussion between Deschutes Investment Consulting and Brown Advisory.


In this video, we discuss ESG investing. Deschutes Investment Advisor Phil Sherman speaks with Katherine Kroll, an Investment Specialist at Brown Advisory for their Large-Cap Sustainable Growth fund. In this video interview we discuss Brown Advisory's role in the ESG space, how ESG Investing has changed over time, address some common ESG Myths & Criticisms, and wrap up our discussion with some comments on where ESG is heading in the future.




CFO Roundtable Webinar 2021

Deschutes Investment Consulting, Brown & Brown Insurance, Geffen Mesher, and The Retirement Learning Center Present: CFO Roundtable Live Webinar Part I Practical and Tactical Actions for Small Business Owners "It’s not what you earn—it’s what you keep."


Join speaker John Carl, President of Retirement Learning Center, as he discusses how CFO, CPAs & Controllers can help their companies keep more of their hard-earned revenues. Learn tactics & strategies to help maximize business income and achieve retirement savings goals for you & your employees.