What to Expect When You’re Expecting a Conversion: Best Practices When Changing Retirement Plan Providers

Mark your calendar!

Wednesday, November 13th  |  4:30 - 7:00 pm
at
Bella Bru's Luna Lounge

For this in-depth panel discussion:

What to Expect When You’re Expecting a Conversion:
Best Practices When Changing Retirement Plan Providers

With panel members:

Sandy Thompson, QKA
Polycomp

Nathan D. Boyce, CPA
BFBA

Chris Marovich, AIF, CRPS, CPFA, RICP
Retirement Design Group

Jason J. Maxey, CPFA
The Standard

TOPIC DETAIL

During this panel discussion we'll explore:

• Bundled or unbundled - things to cover before the switch
• Ways to get good data
• Pros and cons for mapping assets and investments
• Funds with puts (I’m not as savvy with investments, but this has been a big issue for us with takeovers lately)
  
  

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 delicious food and beverages on us!

Special thanks to our Chapter Sponsors


CliftonLarsonAllen

Genovese Burford & Brothers

NOT A MEMBER YET?  Find out how to join!