Welcome to Straight Arrow Solutions’ Professional Peer Groups

At Straight Arrow Solutions, we are committed to fostering professional development and facilitating dynamic collaboration within the wealth management industry. We understand the importance of staying current with industry trends, regulatory changes, and innovative strategies. That’s why we are proud to sponsor and facilitate specialized peer groups designed to support the continuous growth and networking of professionals in this field.

Our Peer Groups

Trust Tax Roundtable

Join a community of trust tax professionals dedicated to discussing the latest in tax legislation, best practices, and strategies unique to trust tax management. As a member of this peer group, you will benefit from:

• Networking Opportunities: Connect with other professionals who share your specific interests and challenges.
• Knowledge Sharing: Gain insights from peers and industry leaders through regular meetings and discussions.
• Professional Development: Stay ahead of industry trends and regulatory changes that impact your practice.
• Collaborative Problem Solving: Work together to find solutions to common professional challenges.

Retirement Plan Services Group (Exclusive to FIRMA Members)

For members of the Fiduciary and Investment Risk Management Association (FIRMA), we facilitate a peer group focused on retirement plan services. This group provides a platform for discussing specialized topics and best practices in retirement planning. Benefits include:

• Exclusive Membership: Tailored specifically for FIRMA members, ensuring focused discussions relevant to your needs.
• Industry-Specific Learning: Dive deep into topics pertinent to retirement plan services and stay compliant with the latest regulations.
• Peer-to-Peer Learning: Learn from the experiences and strategies of other retirement service professionals.

Why Join Our Peer Groups?

• Expert Guidance: Sessions are facilitated by experienced professionals ensuring that each meeting is rich with valuable content and structured dialogue.
• Customized Content: Meetings and content are tailored to the needs and interests of the group members.
• Continuity and Growth: Regular meetings provide ongoing support and development opportunities.

Get Involved

If you’re interested in joining one of our peer groups or need more information, please visit our Contact Us page. We look forward to welcoming you and enhancing our professional community together.