Building Solid Foundations

Assisting Pennsylvania’s school administrators since 1974

Kades-Margolis has been proudly serving the PA Principals Association for almost 20 years by offering a broad range of products and services to Principals and their employees. Over 45 financial advisors support the PPA in the following areas.

Financial Education Workshops

Kades-Margolis’ workshops are specifically designed for Pennsylvania K-12 employees and are designed to deliver specific, relevant investment and financial information. Topics include:

  • Act 5
  • Act 93 Compensation Agreement Ideas
  • Understanding PSERS
  • How to Retire from Public Education
  • The Saver’s Credit

Other Services Include:

  • Investment & Retirement Planning
  • PSERS Rollovers
  • 403(b) Plan Consulting Services & Third-Party Administrative Services
  • Flexible Spending 125
  • SAGE Tuition Rewards Program

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Securities and Advisory Services offered through GWN Securities, Inc. also a Registered Investment Advisor, 11440 North Jog Road, Palm Beach Gardens, FL, 33418, 561-472-2700, Member FINRA & SIPC.  Due to various state regulations and registration requirements concerning the dissemination of information on specific investments, GWN Securities, Inc. and their agents must be registered prior to such dissemination. This site is intended for information purposes only and further discussions will require prior compliance with state`s regulations and registration requirements. Kades-Margolis Corporation, a USRBP company, is not affiliated with GWN Securities, Inc.