Legacy Marketing Director Julie Tucek attended the 2025 Association for Accounting Marketing (AAM) Summit in Phoenix, AZ May 12-14, 2025. The AAM Summit is an inspiring week of education on firm growth, marketing, and business development, as well as networking with fellow marketing and BD professionals from around the country. At this year’s Summit, Past ... Read More ›
Dave Zabrecky, Director of Compliance Services, will represent Legacy at the Illinois AFL-CIO Financial Reporting Seminars on the topic of IRS Reports. The seminar also features speakers from the US Department of Labor (DOL), and the OLMS. The event was held on March 12, 2025 in Burr Ridge, IL and will take place on March ... Read More ›
Legacy Partners Eileen Brassil, Eric Baertsch, Michael Tiberi, Dani Tyler, Greg Wallenbecker, Eric Wallin, and Dave Zabrecky attended the International Foundation of Employee Benefit Plans (IFEBP) U.S. Annual Conference in San Diego, CA November 10-14. Eileen Brassil presented at the Accountants Town Hall, while Michael Tiberi presented at Accountants: Best Practices in Audit Quality. The Conference convenes ... Read More ›