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
Please use the form below to share some information so we can assist you.
YES! I'd like to request information from Kades-Margolis.
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.
EDUCATION - VIDEOS - CALCULATORS
Kades-Margolis is a member of the U.S. Retirement and Benefit Partners (USRBP) family of companies. USRBP provides a suite of financial wellness tools that may be helpful to you. However, please note that you are leaving the Kades-Margolis Corporate website. The information on the external website is being provided as a courtesy to you. By clicking "I understand" below, you understand that Kades-Margolis nor GWN Securities make any representation as to the completeness or accuracy of information provided on any external websites.
