Join us for this noteworthy presentation -

Missing Participants & Uncashed Checks:
WTF (without the fuss)

With guest speaker - 

Spiro Preovolos
President, Penchecks Trust

Mark your calendars!
Wednesday, September 18th  |  4:30 - 7:00 pm  |  Bella Bru's Luna Lounge!

TOPIC DETAIL

In this presentation:

• We’ll cover everything you ever wanted to know about missing participants and uncashed checks (and more)!
• You’ll learn about the problems they cause, what guidance exists to deal with them, and best practices you should employ.
• You’ll be regaled with missing participant tales – it will be an emotional whirlwind that will make you laugh and cry.
• Finally, we’ll even tell you how to grow your business with missing participants.

SPEAKER BIO

Spiro Preovolos joined PenChecks in 2002, and since then has held positions in almost every aspect of the business, from Client Services to Operations to Sales Management, gaining a diverse and invaluable perspective on the company’s internal operations as well as the needs of its clients.

As President, Spiro focuses on strategic growth while overseeing the IT, Product Management and Sales and Marketing functions. His responsibilities include cultivating strategic partnerships and initiating the development of new products and services to keep the company’s service offerings at the forefront of the rapidly changing retirement plan industry. Most important from a customer service standpoint, Spiro continues to ensure PenChecks maintains its commitment to delivering customized solutions and fast, personalized service.

SCHEDULE

• 4:30 - 5:00 Registration/Reception
• 5:00 - 7:00 Meeting
• Reception following

CONTINUING EDUCATION
2 CE or 2 Hours each for:

• California CPAs
• ASPPA certifications
• NIPA certifications
• Certified Financial Planners, CFP (pending)
• JBEA
• MCLE for California attorneys
• CEBS
• Enrolled Retirement Plan Agents and Enrolled Agents, ERPA

FURTHERMORE

• Have some food and beverages on us!

NOT A MEMBER YET? 
Find out how to join!

Special thanks to our Chapter Sponsor, CliftonLarsonAllen.