Invitation to the upcoming lunch with DOL Speaker to discuss "What\'s New\' regarding Employee Benefits. Critical information for HR Directors, 401k management, and fiducairy responsibility.
Ride the Storm: Navigating Through Unstable Periods / Katerina Rudko (Belka G...
10/27 Fiduciary Lunch and Learn Invitation
1. Featured Speaker: RSVP Today ~ Seating is limited
Donna J Seermon
Deputy Regional Director, US Department of Labor When: Wednesday, October 27th
Time: 11:30 - 1:00
Key Points: Where: Maggiano’s Little Italy, Schaumburg
1. Fee disclosure Cost: FREE
2. Definition of a fiduciary
3. Participant contributions
Remember to RSVP
4. ERISA on electronic filing
www.insightful-investor.com
Guest Speaker:
Cliff Cadle, AIF Questions: 877.713.7337 x 102
Financial Coach, The Segrust Group
Introduction:
The Financial Knowledge Institute
The value of educational seminars
The Segrust Group
Corporate 401k and individual investment strategies