Free Mid-Year Presentation and Recognition Luncheon
Topic: Fiduciary Responsibility
PRESENTATION INFORMATION
The term "Fiduciary" is used quite a bit and can be confusing for practitioners, employers and actual Plan
Fiduciaries. The audience will understand the tasks, responsibilities and real liabilities one faces when
running a retirement plan or serving on an Retirement Plan Committee.
SPEAKER INFORMATION
Ty Boggs, Vice President of Stable Two Financial, has worked with investments and retirement plans since
1989. He has worked for T Rowe Price, Watson Wyatt (Now Towers Watson), and Fidelity Investments. In the
past 8 years, Ty helped over 500 small and mid-sized clients with their retirement plan needs.
DESIGNATION RECOGNITION
We will also recognize those individuals who have achieved a designation within the CEBS program during
the first half of 2010.
NOTE – NEW MEETING LOCATION!!!
This meeting, along with future ISCEBS Colorado Chapter meetings, will be held at the following central
location:
Anthem Blue Cross Blue Shield
Room 8 and 9, 3rd Floor
700 Broadway
Denver, CO 80273
Visitor parking can be found on Level P1 or Level 2
(either up the ramp or down the ramp from the 7th Avenue Entrance).
Topic: Fiduciary Responsibility
PRESENTATION INFORMATION
The term "Fiduciary" is used quite a bit and can be confusing for practitioners, employers and actual Plan
Fiduciaries. The audience will understand the tasks, responsibilities and real liabilities one faces when
running a retirement plan or serving on an Retirement Plan Committee.
SPEAKER INFORMATION
Ty Boggs, Vice President of Stable Two Financial, has worked with investments and retirement plans since
1989. He has worked for T Rowe Price, Watson Wyatt (Now Towers Watson), and Fidelity Investments. In the
past 8 years, Ty helped over 500 small and mid-sized clients with their retirement plan needs.
DESIGNATION RECOGNITION
We will also recognize those individuals who have achieved a designation within the CEBS program during
the first half of 2010.
NOTE – NEW MEETING LOCATION!!!
This meeting, along with future ISCEBS Colorado Chapter meetings, will be held at the following central
location:
Anthem Blue Cross Blue Shield
Room 8 and 9, 3rd Floor
700 Broadway
Denver, CO 80273
Visitor parking can be found on Level P1 or Level 2
(either up the ramp or down the ramp from the 7th Avenue Entrance).
Date: May 12, 2010
Time: 11:00 a.m. - 1:00 pm
Location:
Anthem Blue Cross Blue Shield
Room 8 and 9, 3rd Floor
700 Broadway
Denver, CO 80273
Cost: RSVP TO ME DIRECTLY
(as there is no cost to this event):
303-214-6647 or
learley@graebel.com
Time: 11:00 a.m. - 1:00 pm
Location:
Anthem Blue Cross Blue Shield
Room 8 and 9, 3rd Floor
700 Broadway
Denver, CO 80273
Cost: RSVP TO ME DIRECTLY
(as there is no cost to this event):
303-214-6647 or
learley@graebel.com
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